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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.
Boiling Springs Savings Bank is a mutually owned savings bank that has been operating for over 65 years. With assets over one billion dollars, we are one of the strongest financial institutions in the country. Meeting the financial needs of our
Value Line Securities Inc is a New York, NY-based company in the Financial Services sector.
Bank of Hays is a Hanston, KS-based company in the Financial Services sector.
Mount Pulaski First National Bank is a Mount Pulaski, IL-based company in the Financial Services sector.