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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. SRGs 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. With decades of experience on the team, Succession Resource Group has helped thousands of advisors, accountants, agents/agencies value their business, setup and/or formalize their equity structure, and plan for their eventual retirement.
"Our philosophy is to build a team of bankers around your relationship to provide the highest level of service. We will give you the same advice, service and attention we would give our own families. Our skilled staff of banking experts always has your best interests at heart, and we take pride in fostering your success. We take pride in being a locally owned private bank. Our roots are in Kentucky, and we plan to keep it that way. Our decisions are made locally by people who know you, your family and your business. Today, Commonwealth Bank and Trust Company has over $800 million in Bank assets, along with $1.4 billion in Trust assets. We are headquartered in Louisville, Kentucky and currently operate 15 branches in Jefferson and Shelby Counties and Northern Kentucky. Our main lines of business include Personal Banking, Private Banking, Medical Banking, Wealth Management and Trust Services, Business Banking and Mortgage."
In 1927, the founders of C&F Bank recognized the need for a strong, solid financial institution that would serve local businesses and the customers that lived and worked in our communities. Through the years, C&F Bank has proved that dedicated, well-trained employees, a commitment to outstanding service and a diverse offering of quality financial products are the keys to success and growth. As we grow, we stay committed to carry on our community banking heritage in each community we serve. Today, we are recognized as one of the premier community banks in the country. In a time when many financial institutions are being acquired and merged, we are still here. We are large enough to stand on our own and to offer you, our customers, the most diversified, quality products available in the market. We are small enough to know you by name and recognize you when you come in to see us. You will deal with people you know and trust, right in your neighborhood branch. Our Focused on You brand means that we make our day about others. A good example of this is found with our C&F Relationship Review; it’s a proactive conversation with customers where we learn about the things that are impacting their financial life. We have found that this time together enables us to exceptionally responsive service and to make recommendations that may save them time or money.
ARP State Bank is a Tyler, TX-based company in the Financial Services sector.
Unity Bank of Texas is a Houston, TX-based company in the Financial Services sector.