Selling to Your Kids? Why Family Deals Demand Extra Scrutiny

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Multi-Billion Dollar Firms Merge to Expand Tax and Multi-Generational Wealth Capabilities Nationwide

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Succession Resource Group facilitates merger uniting 35 advisors, 86 staff and 21 offices nationwide, expanding

Succession Resource Group Named a Finalist in the ThinkAdvisor 2025 Luminaries Awards for Thought Leadership and Education

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Portland, OR – September 24, 2025 – Succession Resource Group (SRG), a leading consultant of

JourneyTree Transitions to Mainsail Financial Group Through SRG’s Seller Advocacy Program, Marking 2nd Sell-Side Represented Transition with Mainsail Financial

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Portland, OR – Jonathan Brandt, founder of JourneyTree, LLC (JourneyTree), a fee-only Registered Investment Advisor

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