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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.
Southwest Bancorp (Southwest) is the bank holding company for the Stillwater National Bank and Trust Company (Stillwater National) and Bank of Kansas. Through its subsidiaries, Southwest offers commercial and consumer lending, deposit services. Southwest has developed Internet banking services, called SNB DirectBanker, for consumer and commercial customers, a highly automated lockbox, document imaging, and information service for commercial customers called SNB Digital Lockbox, and deposit products that automatically sweep excess funds from commercial demand deposit accounts and invest them in interest bearing funds (Sweep Agreements). Southwest has six segments: Oklahoma Banking, Texas Banking, Kansas Banking, Out of Market, loans originated for sale in the secondary market (Secondary Market) and Other Operations. Portfolio loans are allocated based upon the state of the borrower or the location of the real estate in the case of real estate loans.
Bankers Bank of Kentucky is a Frankfort, KY-based company in the Financial Services sector.
Richland State Bank is a Rayville, LA-based company in the Financial Services sector.
TresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVistas services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than 1,500 employees across offices in North America, Europe, and Asia, providing high-caliber support and operating leverage to over 1,000 clients across geographies and asset classes, including asset managers, advisors, corporates, and entrepreneurs.