Best Practices: Creating a Business Death/Disability Plan
What would happen to your business, your clients and the value of the company, if something where...
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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...
Succession Resource Group travels nationwide to speak on valuation, succession planning and M&A trends.
Contact us to learn more
*We partner with over 20 BD partners to reduce or eliminate the cost of our speaking fee. Contact us to find out how we can work with you.
Complete the form below. Our event coordinator will reach out to you within one (1) business day.
Tier One | Tier Two | FPA Events | |
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Event Pricing |
$ 2,500 $ 6 + Travel Fees |
$ 0 $ 7 + Travel Fees |
$ 0 $ 29 + Travel Fees |
Packages | |||
Participants | Speaking venue with less than 50 attendees |
Speaking venue with more than 50 attendees |
N/A |
Coordination with Event Coordinator | |||
Selection of Presentation Topics | |||
Additional travel reimbursement cost Including coach class airfare, transportation (taxi, rental car, gasoline), lodging and meals (limited to $75 per day) for duration of the stay. |
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What would happen to your business, your clients and the value of the company, if something where...