CTOs on the Move

Succession Resource Group

www.successionresource.com

 
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.
  • Number of Employees: 0-25
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Purchasing Power Company

Purchasing Power Company is a Perrysburg, OH-based company in the Financial Services sector.

Kansas State Bank of Ottawa

Kansas State Bank of Ottawa is a Ottawa, KS-based company in the Financial Services sector.

Harvest Community Bank

Harvest Community Bank is a Elmer, NJ-based company in the Financial Services sector.

OneCalifornia Bank

OneCalifornia Bank is a Oakland, CA-based company in the Financial Services sector.

Revere Bank

Revere Bank is a Laurel, MD-based company in the Financial Services sector.