Succession Resource Group (SRG) Expands Core Team With Another Industry Expert
Julia Sexton, CVA, brings extensive industry experience in valuations, mergers, and teaming, expanding SRG’s capabilities.
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.
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.
LPL Financial Announces Vendor Affinity Program & Inclusion of Succession Resource Group
PORTLAND, OR–(Marketwired – August 25, 2015) – Succession Resource Group, Inc. (SRG), the industry leader of acquisition and succession solutions for financial advisors, is pleased to announce its selection for inclusion in LPL Financial’s new Vendor Affinity Program. The program is a new initiative designed to help advisors reduce the complexity and costs of running their businesses by offering a central repository of vendors who have been reviewed by LPL, the nation’s largest independent broker-dealer*. LPL advisors can access the tools and expertise provided by SRG to leverage practice acquisition and succession planning as short and long-term growth tools. SRG’s solutions can help LPL advisors value, refine, protect, grow, and eventually transition their most valuable asset — their business. SRG’s solutions compliment LPL’s internal consulting team to enable LPL advisors to receive comprehensive industry expertise/perspective and provide access to SRG’s growing pool of customized valuation and succession tools. “At LPL, we remain committed to developing smarter and simpler ways to do business,” said Dan Arnold, President of LPL. “The Vendor Affinity Program is a tangible way that LPL’s scale can directly impact our clients’ bottom line and further underscores the value in affiliation with LPL.” Founder & CEO of SRG, David Grau Jr., MBA said his firm is excited about the alliance with LPL Financial given how closely aligned SRG, LPL, and advisors’ goals are for building businesses with sustainable and transferable value. “Succession planning is about building something for the next generation, for both advisors and their clients,” said Grau. “Yet, industry-wide, less than 1 in 10 advisors has taken any meaningful steps towards planning for their eventual transition. If the average advisor was 40 years old, we could all keep our heads in the sand. But the average advisor is now in his or her mid 50s, so it’s nice to find a partner as committed as we are to building sustainable advisor practices and raising the bar on succession planning industry-wide.” For more information on the alliance between SRG and LPL Financial, LPL advisors can visit: https://rc.lpl.com/content/rc/mega-menu/your-business/manage-your-business1/va-program.html *Based on total revenues, Financial Planning magazine, June 1996-2015 About LPL Financial LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc., is a leader in the financial advice market and serves $486 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,100 independent financial advisors and more than 700 banks and credit unions. LPL Financial is the nation’s largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2015), is one of the fastest growing RIA custodians with $112 billion in retail assets served, and acts as an independent consultant to over an estimated 40,000 retirement plans with an estimated $120 billion in retirement plan assets served, as of June 30, 2015. In addition, LPL Financial supports approximately 4,300 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,385 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com. About Succession Resource Group (SRG) Succession Resource Group is a consulting firm committed to helping financial advisors with their acquisition and succession needs. Founded and led by David Grau Jr., MBA, a succession planning consultant for nearly a decade working with financial professionals, SRG provides turnkey customized acquisition and succession planning solutions to a variety of professional service firms nationwide, helping both individuals as well as providing firm-wide solutions for broker-dealers and custodians. SRG’s suite of services includes business valuation, contingency planning, business structuring and equity compensation strategies, succession planning, acquisition/seller search and sale support (including personal consulting, deal structuring, tax strategies, checklists, transition packet, and comprehensive customizable form contracts), and personalized consulting from industry experts. For more information on Succession Resource Group visit www.successionresource.com.
Financial Advocates & Succession Resource Group Partner to Expand Acquisition/Succession Resources for Advisors
Financial Advocates and Succession Resource Group Partner to Expand Acquisition/Succession Resources for Advisors
