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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.
Liberty Savings bank, F.S.B. was founded in 1889 when a group of businessmen came together to meet the demand for home ownership in Highland County, a rural area of Southwest Ohio.
Corporate Management Advisors is a Altamonte Springs, FL-based company in the Financial Services sector.
American Bank, N.A. is a Corpus Christi, TX-based company in the Financial Services sector.
The First National Bank of Trenton is a Trenton, TX-based company in the Financial Services sector.