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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.
Cumberland Valley National Bank is a Richmond, KY-based company in the Financial Services sector.
ICON International, Inc. is a finance company that specializes in the corporate barter industry. With over 30 years of experience, it helps businesses optimize underutilized assets and generate economic value. The company is a subsidiary of Omnicom and is headquartered in Stamford, Connecticut, with an additional office in Fort Lauderdale, Florida. ICON offers a range of services, including corporate barter, media solutions, sourcing and procurement, real estate services, and financial structuring. It specializes in converting excess inventory and unused assets into trade credits, which clients can reinvest in various services. The company manages a large media trade portfolio and provides cost-saving solutions across different spend categories. ICON is known for its compliance with regulations and has been accredited by the Better Business Bureau since 2002, distinguishing it as a leading corporate barter firm.
Despite many bank mergers and acquisitions in recent years, Clear Lake Bank and Trust Company continues to be a strong, stable, and independent, locally-owned bank. We pride ourselves on a genuine commitment to our employees and our communities, and are happy to be celebrating 80 years of business in North Iowa. At Clear Lake Bank & Trust, we go to great lengths to hire the best people. As a result, we have been named among Iowa`s Top Workplaces for the past four years in the small business category. We are honored to be one of 14 businesses in the state of Iowa to be named to the list for four years. In 2014, we were also named a Top Performer by ICBA Independent Banker®, the magazine of the Independent Community Bankers of America® (ICBA). Ranking in the top 25 community banks out of nearly 5,000 community banks across the nation, Clear Lake Bank & Trust’s recognition is based on earnings and operational efficiencies throughout 2013.
Richland State Bank is a Rayville, LA-based company in the Financial Services sector.