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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.
Mercantile Bankshares Corporation (Bankshares) is a regional multi-bank holding company with 11 banks (the Banks) and a mortgage banking company. Eight banks are headquartered in Maryland, two are in Virginia and one is in Delaware.
Glasford State Bank is a Glasford, IL-based company in the Financial Services sector.
Market Street Trust Co is a Corning, NY-based company in the Financial Services sector.
Brookline Bank is a Brookline, MA-based company in the Financial Services sector.