HR Execs 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

Madison Bank

Madison Bank is a Richmond, KY-based company in the Financial Services sector.

West Gate Bank

Family-owned since we were established in 1968, West Gate Bank is a true community bank. This community focus is not only evident in all that we do, but in how we do it. When you visit any of our ten locations, the people will be friendly and your service will be prompt. When you call us, a knowledgeable person will answer the phone; not a computer set on a loop. We know the details truly make a difference. As a full-service banking institution, we are large enough to serve all your personal or commercial banking needs, yet small enough to provide the outstanding personal service that only a locally-owned community bank can deliver. We`re committed to your success and invested in your financial well-being. At West Gate Bank, our interest is you! Member FDIC. Equal Housing Lender.

Syracuse Fire Federal Cu

Syracuse Fire Federal Cu is a Syracuse, NY-based company in the Financial Services sector.

Square 1 Bank

Square 1 Bank is a full service commercial bank dedicated exclusively to serving the financial needs of the venture capital community and entrepreneurs in all stages of growth and expansion. Square 1's expertise, focus and strong capital base provide flexible resources and unmatched support to meet our clients’ needs. The bank offers tailored products and solutions aided by the latest in technological innovations. Square 1 has offices coast to coast in Austin, Boston, Denver, Durham, Los Angeles, New York, San Diego, Seattle, Silicon Valley and Washington, DC.

ViewPoint Partners

At ViewPoint Partners, were all about technology, relationships, and client service. Through our companies, Fairview and FilePoint, we excel in utilizing regulatory technology to provide services that help our investment adviser and investment company clients fulfill the ever-changing compliance, regulatory, and reporting requirements that come along with the financial services industry. ViewPoint Partners shared operations team advances Fairview and FilePoints mission by enabling each business to spend more time focusing on providing clients with exceptional service and tailored solutions.