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. SRG's 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.
View Top Employees from Succession Resource GroupWebsite | https://www.successionresource.com |
Revenue | $2 million |
Employees | 27 (27 on RocketReach) |
Founded | 2012 |
Address | 12570 SW 69th Ave, Portland, Oregon 97223, US |
Phone | (503) 427-9910 |
Fax | (503) 218-8565 |
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Industry | Financial Services, Finance General, B2B, Finance, Consulting, Information Technology |
Web Rank | 3 Million |
Keywords | David Grau, Lpl Conference 2019, Erik Pahlow, Executive Vice President, Succession Resources Group, Notice To Employees When Selling Business, Lpl Fpcus 2019 |
Competitors | American Fortune Mergers & Acquisitions, Cortland Advisors, LLC, ECHELON Partners, Value Management Inc., Your Legacy Partners |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
Looking for a particular Succession Resource Group employee's phone or email?
The Succession Resource Group annual revenue was $2 million in 2024.
Kristen Grau is the Executive Vice President of Succession Resource Group.
27 people are employed at Succession Resource Group.
Succession Resource Group is based in Portland, Oregon.
The NAICS codes for Succession Resource Group are [5239, 523, 52, 52393].
The SIC codes for Succession Resource Group are [62, 628].