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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.
California Community Bank is a Escondido, CA-based company in the Financial Services sector.
New Hampshire Municipal Bond Bank is a Concord, NH-based company in the Financial Services sector.
Frankel & Company is a vertically integrated provider of operational, strategic and financial consulting services to emerging Canadian technology leaders. Our dozens of clients ranged from those which were pre-revenue to those which are members of the Fortune 500. We partner which each of our clients to ensure they achieve their growth objectives. Our mission is to maximize shareholder value by providing actionable and pragmatic advice while also building enhanced processes through innovative thinking and technology-enabled solutions. Our services include: • Part-time CFO • Full suite of controllership and bookkeeping services • Strategic Advisory • Financial Planning & Modelling • Capital raising and due diligence support • Board management • Investor Relations • Accounting & Reporting • Organizational Processes • Restructuring
MidWestOne Bank and Trust is the largest subsidiary of the family of Iowa banks that make up the publicly traded company MidWestOne Financial Group. We have eight locations serving the Oskaloosa, North English, Hudson, Belle Plaine, and Waterloo