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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.
Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders seeking the infrastructure and capabilities needed to help them scale their business and make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. Data-driven, collaborative and focused on commercial real estate, Trimont brings a distinctive mix of intelligent loan analysis, responsive communications, and unmatched administrative capabilities to clients seeking cost-effective solutions at scale. Founded in 1988 and headquartered in Atlanta, Trimonts team of 400+ employees serve a global client base from offices in Atlanta, Dallas, Kansas City, London, New York and Sydney. The firm currently has 236B USD in loans under management and serves clients with assets in 72 countries.
Bank of the Northwest is a Tacoma, WA-based company in the Financial Services sector.
The Federal Reserve Bank of Minneapolis and its branch in Helena, Montana are committed to providing a work environment where diversity is embraced and all employees are respected and valued. We believe that by recognizing, respecting and valuing the uniqueness of our workforce and providing development opportunities for all, we can effectively apply all of our talents, skills and experiences to achieve the goals of the organization. Federal Reserve System Mission: To foster the stability, integrity, and efficiency of the nation`s monetary, financial, and payment systems to promote optimal economic performance and maintain public confidence. Ninth District core values include: Service -- We serve the public; Integrity -- We do the right thing and uphold the highest ethical standards; Inclusion -- We treat everyone with respect and embrace our differences; Initiative -- We challenge ourselves to advance our mission and deliver excellence; Accountability -- We take responsibility for our actions and our performance; Objectivity -- We ground our work in rigorous independent analysis.
AgSouth provides loans for agriculture and agriculture-related businesses, equipment, vehicles and facilities. The association also makes secondary home loans for rural home purchases, construction, and refinancing.