Succession Resource Group
HQ Address
12570 SW 69th Avenue Ste 100, Portland, OR 97223, United States
Website Address
Business introduction
Long-term solutions that benefit your clients
Our in-house industry experts hold decades of experience serving Independent Advisors and Registered Representatives as they navigate all stages of managing a practice
Who we are
Succession Resource Group is an M&A consulting firm serving independent financial service professionals across the country. SRG’s team of experts leverage their industry expertise, combined with best-in-class resources, to help registered investment advisors, securities professionals, agents, and accountants manage, grow, and realize the value of their businesses. With decades of experience on the team, Succession Resource Group has helped thousands of clients value, protect, grow, improve, and plan for the sale of their business.
We provide a hands-on experience for our clients, guiding them every step of the way, providing customized solutions to help plan for and effectively manage the equity in their business. Our resources include consulting expertise, guidance on tax and compliance considerations, industry lending resources, compensation research and compensation plan design and other HR best practices, and industry-specific contracts customized for your situation.
Succession Resource Group Solutions
AcquireEdge
We are dedicated to helping advisors get deals done – whether you are pursuing a complete buy-out of a peer/partner/employer, consolidating external market share, or acquiring a partial book of business. SRG has decades of experience helping Registered Investment Advisors, advisors affiliated with IBDs, hybrids, and those that are dually......
business needs
view solutionDeal Support
Complete your deal quickly, efficiently, and with maximum synergy between both parties. Our team of dedicated experts will guide you through all facets of your deal, from compliance and financing models to tax considerations and contracts. We will provide the guidance, perspective, and resources you need to complete the deal......
business needs
view solutionValuation
Using experience, data, and best practices to deliver results Whether you need annual valuation services or a financial valuation to plan your exit, our extensive knowledge of the M&A market for independent financial service professionals (RIAs, Registered Reps, CPAs, and insurance agents), makes us uniquely suited to deliver accurate and reliable......
