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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.
Marshall Community Credit Union is a Marshall, MI-based company in the Financial Services sector.
Bank of Edwardsville is one of the leading companies in the Financial Services sector.
Shorebank Corporation is a Chicago, IL-based company in the Financial Services sector.
Living up to you starts with knowing what matters most Whether it’s making the most of your free time, closing on your first home or growing your business, whatever matters most to you, matters to us. Because at the end of the day, we know that banking isn’t what really matters, living is. So every product, every service, every conversation we have with you is about making your life easier, your future brighter, and your day a little more enjoyable. That’s what Living Up To You is all about.