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About SRG

Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...

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Sigma Financial Corporation / Parkland Securities, LLC and Succession Resource Group Partnering to Expand M&A Resources to Advisors

By David Grau Jr. on Nov 13, 2015 8:51:12 AM

(PORTLAND, OR – November 13, 2015) – Succession Resource Group, Inc. (SRG), the industry leader of acquisition and succession solutions for financial advisors, is pleased to announce a new strategic alliance with Sigma Financial Corporation (Sigma) and Parkland Securities, LLC (Parkland), broker-dealers based in Ann Arbor, Michigan. The alliance is designed to raise awareness and provide access to tools and expertise to ensure every Sigma and Parkland advisor is leveraging practice acquisition and succession planning as short- and long-term growth tools.

Topics: financial advisors David Grau Jr SRG Succession Resource Group Parkland Financial Press Release Sigma Financial Jennifer Bacarella SRG Partners