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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.
City State Bank is a Norwalk, IA-based company in the Financial Services sector.
Kanawha Investment is a Wheeling, WV-based company in the Financial Services sector.
As a Texas community bank, we take the time to get to know you and your financial needs. We`re able to make banking decisions when you need them – right now, right here, locally. Whether you need a business loan, a car loan, a home loan or classic banking services like savings and checking accounts, we`re your bank.
First Citrus Bank is a Tampa, FL-based company in the Financial Services sector.