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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.
Carrollton First National Bank is a Carrollton, KY-based company in the Financial Services sector.
Mortgage Lending Reimagined. Cardinal Financial is modernizing the way home loans are obtained with unrivaled transparency, simplicity, and value. Cardinal Financial is a nationwide direct mortgage lender that provides modernized home financing solutions. Since 1987, we’ve been routinely generating billions of dollars in loans and connecting borrowers to their homes every day. Using a unique combination of proprietary technology and human expertise, we’re making the complicated process of obtaining a home loan simpler and easier. Our business is fueled by our passion for connecting people to the home of their dreams. A lot of lenders will tell you they’re the best, but at Cardinal Financial, we can prove it.
Brookline Bank is a Brookline, MA-based company in the Financial Services sector.
Western State Bank is a 114 year old employee-owned, community bank with assets totaling approximately over $830 million. The bank offers superior full-banking services, investments, real estate financing to personal and business customers, as well as nationwide equipment financing services. Western State Bank`s bank locations are located in the North Dakota communities of Devils Lake, Towner, West Fargo and Fargo, and in the Arizona communities of Casa Grande, Chandler, Scottsdale and Sun City. Western is rated a 5-Star Superior Rated Bank by Bauer Financial. Western is dedicated to the communities in which it serves and is proud to donate monetary as well as employees` volunteer time to many organizations. Western State Bank is a Member FDIC and Equal Housing Lender institution.