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

Tennessee Bank and Trust

We are a bank like no other. As a privately owned, local bank, Tennessee Bank & Trust has the resources and flexibility to provide the service you deserve. Our bank offers a full range of custom products and services for business. Tennessee Bank & Trust entered the Mid-State market in 2004 establishing a branch in Franklin and then Nashville in 2006, operating as a division of Farmers Bank & Trust, Blytheville, AR. In June 2017 we obtained a separate banking charter that established Tennessee Bank & Trust as an independent entity, and on October 1, 2017, we legally separated from Farmers Bank & Trust. Tennessee Bank & Trust is wholly owned by Gaylon M. Lawrence, Jr.

Whidbey Island Bank

Whidbey Island rental property management. Find homes or apartments for rent, or have us manage your existing property.

Plainview First National Bank

Plainview First National Bank is a Plainview, MN-based company in the Financial Services sector.

NorthStar Bank NA

NorthStar Bank NA is a Seattle, WA-based company in the Financial Services sector.

NexTier Bank

For almost 130 years, NexTier Bank has worked with individuals, families, organizations, and businesses in the region to help contribute to economic growth and community enrichment.