SRG provides consulting projects, retained seller searches, M&A support, business valuations, death/disability and succession planning.
Recognized as one of the 100 fastest growing private companies in Oregon by Portland Business Journal, Succession Resource Group, Inc. is a boutique succession consulting firm specialized in helping financial professionals nationwide value, protect, merge/acquire, and develop exit strategies for their business.
With decades of combined industry experience, SRG possesses a unique combination of skills, resources and expertise to help advisors understand the value of their business, develop strategies to improve that value, protect it with comprehensive contingency and succession plans, and grow through acquisition.
David Grau, Jr., MBA
4800 Meadows Road, Suite 470, Lake Oswego (OR), 97062, United States