Tag Archives “Erik Pahlow”

Secrets of Succession

As an advisor, you have likely built a business of substantial value. Unlike other businesses, your most valuable asset is the relationship you’ve built with your clients, which commands time and commitment to ensure a successful transition near the end of your career. Understanding your value, key drivers and detractors, and how to develop a […]

2015 Financial Advisor Merger & Acquisition Annual Review

(PORTLAND, OR — April 12, 2016) Succession Resource Group, Inc. (SRG) published its second annual review of advisor acquisition activity, recapping 2015 data highlights and trends, drawing on more than $31 million dollars in third-party sales. SRG presented its findings to a live audience in its presentation titled, “2015 Financial Advisor Merger & Acquisition Annual […]

2015 Financial Advisor Merger & Acquisition Annual Review

SRG proudly presents its second annual review of advisor acquisition activity, recapping 2015 data highlights and trends, drawing on more than $31 million dollars in third-party sales. Multiples are up! More advisors are selling their practice than ever! Third-party lending is on the rise and readily available!  Read the article or watch the video for […]

Penn Mutual Aligns with Succession Resource Group

(PORTLAND, OR – March 16, 2016) – Succession Resource Group, Inc. (SRG) is pleased to announce a new strategic alliance with The Penn Mutual Life Insurance Company and its independent broker-dealer and Registered Investment Advisor, Hornor, Townsend & Kent (HTK), to expand the firm’s existing succession and teaming solutions. The partnership will bring the outside […]

Silver Oak Securities and Succession Resource Group Partner to Expand Succession Resources for Advisors

(PORTLAND, OR – January 21, 2016) – Succession Resource Group, Inc. (SRG), a succession and acquisition consulting firm for advisors is pleased to announce a new strategic alliance with, and development of strategic resources for Silver Oak Securities, Inc., a fast growing regional broker-dealer and Registered Investment Advisor based in Jackson, Tennessee catering to approximately […]

2015 Advisor Mid-Year M&A Review Webinar

With over half of 2015 behind us, join industry M&A expert Succession Resource Group as we look back at the deals done during the first half of the year in the financial services industry. We will review and explore the most interesting valuation and succession changes in 2015 and how volatile markets and DOL legislation […]