PORTLAND, Ore. (Aug. 10, 2022) – Succession Resource Group (SRG) is happy to report another successful sell-side transaction with the sale of an AdvisorNet advisory practice based in Arizona. The practice, with approximately $50 million in assets under management, was acquired by Epic Trust Financial Group, LLC (Epic Trust). Epic Trust is owned by Jeff Lewis, who after rigorous negotiations to find a “win-win,” navigated the deal to a successful close with the assistance of Kristen Grau and Aliza Perry from SRG’s Seller Advocacy team.
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Succession Resource Group Celebrates Sale of Fee-Based Advisory Firm Through Seller Advocacy Program (SAP)
By Max Kroll on Aug 10, 2022 2:44:05 PM
Topics: SRG Press Release_Seller
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Succession Resource Group Helps Commonwealth Retain $49 Million in Advisory Assets
By David Pan on Aug 7, 2019 8:00:48 AM
Portland, Ore. (Aug. 7, 2019) - Succession Resource Group (SRG) is excited to announce the sale of Washington-based firm Lighthouse Financial Strategies, Inc. (owned and operated by Steven Holmes) to Nate Oeming and Tim Mahalak of The Oeming Group (Oeming-Mahalak). The financial advisory practice sale represented over $49 million in assets under management, with all assets retained on Commonwealth Financial Network’s platform.
Topics: Press Release Press Release_Seller
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Succession Resource Group Closes NW Based Willamette Financial Group Sale
By David Pan on Mar 20, 2019 9:51:36 AM
Portland, Ore. (March 20, 2019) – Succession Resource Group is pleased to announce the sale of Rex Brenton and Karen Curry of Willamette Financial Group (WFG) to Jon D. Lawry and W. Nick de Freitas of Lawry | de Freitas Wealth Management. The sale represented over $81 million in assets under management in the Portland, Oregon metro area.
Topics: Press Release Press Release_Seller
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Succession Resource Group Closes Deal Between Dot Mechtenberg and Scott Forsyth
By David Pan on Feb 26, 2019 8:00:29 AM
Portland, Ore. (Feb. 26, 2019) – Succession Resource Group is excited to announce the sale of Denver-based advisor Dorothy “Dot” Mechtenberg of Dot Mechtenberg, Inc. to Scott Forsyth of Capital Management Group. Both advisors are under Geneos Wealth Management, a boutique Colorado based RIA and independent Broker-Dealer. The sale represented over $75 Million in assets under management transitioned with all assets being retained on the Geneos platform.
Topics: Press Release Press Release_Seller
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SRG Closes Fieldstone Financial Management Deal with FourStar Wealth
By David Pan on Feb 14, 2019 2:09:01 PM
Portland, Ore. (February 11, 2019) - Succession Resource Group (SRG) is excited to announce the 4th transaction of the 2019 calendar year, with the sale of Boston based RIA – Fieldstone Financial Management to FourStar Wealth Advisors. FourStar is led by CEO Brian Kasal, who has taken his already successful Chicago based RIA with approximately $117 million in assets under management in its first five years in business to $350 million with this acquisition.
Topics: Press Release Press Release_Seller
1 min read
SRG Closes Berman Investment Advisors Deal with The Mather Group
By David Pan on Nov 30, 2018 8:00:23 AM
Portland, Ore. (Nov. 30, 2018) - Succession Resource Group (SRG) is excited to announce the sale of their client Steve Berman of Berman Investment Advisors (Berman) to The Mather Group (TMG) who was recently listed on InvestmentNews Top 25 Fastest Growing $1 Billion+ RIAs list and Barron’s Top 100 Independent Advisor list.