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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.
Clinton First National Bank is a Clinton, IL-based company in the Financial Services sector.
Performance Systems Group is a Atlanta, GA-based company in the Financial Services sector.
Town North Bank is a Dallas, TX-based company in the Financial Services sector.
We will provide and expect regular, clear, and concise communications with customers and employees. We will utilize technology to support, rather than replace, the people to people aspects of our business, allowing us to interact more efficiently,