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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.
With more than 100 years of combined service to our memberships, NuUnion Credit Union and Detroit Edison Credit Union joined together on April 1, 2010 to form Lake Trust Credit Union.
First Federal Savings & Loan Association is a Kewanee, IL-based company in the Financial Services sector.
Grand Savings Bank is a Grove, OK-based company in the Financial Services sector.
South Georgia Bank is a Glennville, GA-based company in the Financial Services sector.