The Succession Resource Group 2024 Mid-Year Advisor M&A Update
The comprehensive report identifies significant trends in first and second quarter advisor M&A activity
Succession Resource Group Among Inc.’s Annual List of Best Workplaces for 2024
SRG named among best workplaces for established excellence
Succession Resource Group Named a Finalist in the WealthManagement.com 2023 Industry Awards
Portland, OR (June 27, 2023) — Succession Resource Group (SRG), an M&A consulting firm that works nationwide with financial advisors, agents, and accountants, announced today that it has been named a Finalist in the WealthManagement.com 2023 Industry Award (the “Wealthies”) in the category of Succession/Ownership Transition Services Non Custodian/Broker Dealer category for its Annual Advisor M&A and Equity Update. The update is published at the beginning of Q1 and Q3 every year, with the 2023 January release based on the largest dataset to date, sharing the most sought-after intel, including historical and current RIA valuation multiples at a national/regional level, average deal structures, financing trends, KPIs based on size, and compensation data.
Succession Resource Group Celebrates Sale of Fee-Based Advisory Firm Through Seller Advocacy Program (SAP)
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.
Succession Resource Group Announces Sale Of $65M AUM Ameriprise Franchise
PORTLAND, Ore. (August 10, 2022) – Succession Resource Group (SRG) is thrilled to announce the sale of a California advisory practice run by Ms. Amanda Johnson (Johnson). After weeks of communicating with SRG’s member database (one of the largest in the industry), combined with support from field leadership with Ameriprise, more than 140 buyers were interviewed from across the country. With a well-run practice of 173 clients, her Northern California practice quickly rose to the top of the charts for SRG, gaining interest from many of Ameriprise’s top franchises.
Advocated Sale of $44.52M AUM Florida-based, Fee-only RIA Announced by Succession Resource Group
Barry Katz (Katz) of Caratel Financial Services (Caratel) sells well-established firm to Nicholas McElroy (McElroy) of PGI Wealth Management (PGI).
Nicole Frey Reaches Five-Year Mark with SRG
Portland, Ore. (Jan. 25, 2021) – Today marks the fifth anniversary for Nicole Frey at Succession Resource Group (SRG), a succession consulting firm dedicated to helping financial professionals (RIA, registered representatives, agents, & accountants) value, improve, protect, grow, and plan for the transition of their business.
Sigma Financial Corporation / Parkland Securities, LLC and Succession Resource Group Partnering to Expand M&A Resources to Advisors
(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.
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 150 advisors nationwide.
Succession Resource Group Set to Contribute to Upcoming Financial Services Institute Symposium
(PORTLAND, OR – October 15, 2015) – Succession Resource Group, Inc. (SRG), the leader of acquisition, succession solutions, and consulting for financial professionals is pleased to announce their sponsorship with Financial Services Institute (FSI), the industry’s only organization advocating for the financial advisory space in terms of education, public awareness, and regulatory issues.
