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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.
We develop successful business banking relationships by delivering professional service and custom financial solutions based on our customers' needs. While our web site provides an overview of our services, an effective solution can only result by
Cortland Bancorp, incorporated in 1984, is a bank holding company. The principal activity of the Company is to own, manage and supervise the Cortland Savings and Banking Company (the Bank). The Bank is engaged in commercial and retail banking and trust
Lone Star Bank is a Moulton, TX-based company in the Financial Services sector.
United International Mortgage Bank is a Chicago, IL-based company in the Financial Services sector.