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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.
Valliance Bank is a Oklahoma City, OK-based company in the Financial Services sector.
InspereX unites the more than two decades of success in fixed income and market-linked products origination, underwriting, distribution, and education of Incapital with the innovation of Silicon Valley`s 280 CapMarkets and its revolutionary fixed income tech platform, BondNav.® We represent more than 400 issuing entities and have underwritten more than $670 billion in securities. InspereX stands for people, products, and technology you can trust.
C3 Bullion introduces a pioneering approach, enabling investors to hold physical gold while reaping the benefits of digital currency. Our strategy elevates your gold assets into a dual-natured investment — stable and revenue-generating. Embrace an investment solution that not only secures your assets in gold but also provides continuous revenue through its digital representation, maximizing your investment potential.
Harford Bank is a Aberdeen, MD-based company in the Financial Services sector.