CLOs on the Move

Succession Resource Group

www.successionresource.com

 
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.
  • Number of Employees: 0-25
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

FNB Bank

FNB Bank, Inc. is a Mayfield, KY-based company in the Financial Services sector.

ACT Consulting

ACT Consulting is a Southington, CT-based company in the Financial Services sector.

First National Bank of Chelsea

First National Bank of Chelsea is a Chelsea, OK-based company in the Financial Services sector.

Conference of State Bank Supervisors

The Conference of State Bank Supervisors (CSBS) is the nationwide organization of banking regulators from all 50 states, the District of Columbia, Guam, Puerto Rico, and the U.S. Virgin Islands. State banking regulators supervise approximately 5,300 state‐chartered financial institutions. Further, most state banking departments also regulate a variety of non-bank financial services providers, including mortgage providers. For more than a century, CSBS has given state supervisors a national forum to coordinate supervision of their regulated entities and to develop regulatory policy. CSBS also provides training to state banking and financial regulators and represents its members before Congress and the federal financial regulatory agencies.

Owners Bank

Introducing Owners Bank. We created Owners Bank specifically to meet the evolving needs of business owners. Theres no doubt that small businesses are the backbone of America. Now there is a new digital bank that offers businesses products and services to help save money and make banking as easy as possible. Owners Bank is a division of Liberty Bank. Member FDIC