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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.
Columbia National Bank is a Columbia, IL-based company in the Financial Services sector.
Davos Financial is a New York, NY-based company in the Financial Services sector.
Evansville Federal Credit UN is a Evansville, IN-based company in the Financial Services sector.
TrustAtlantic Bank is a Raleigh, NC-based company in the Financial Services sector.