Company Email Format Management

Succession Resource Group

Financial Services Portland, Oregon, United States 25 employees

Employees: 25
Contacts: 3
Emails: 3
Phones: 1

successionresource.com LinkedIn

Succession Resource Group Overview

Headquarters: Portland, Oregon, United States
Phone Number: Available in AeroLeads
Website: successionresource.com
Industry: Financial Services
Employees: 25
Founded: 2012
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Succession Planning Death & Disability Advisor Valuation Acquisition Support Continuity Planning Retained Seller Search Retained Buyer Search Advisor Workshops Seller Side Representation Buy Side Representation Valuation Employment Resources

About Succession Resource Group

Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan for the transition of their business. We provide the most accurate and comprehensive valuation services, turnkey acquisition support, assistance with contingency plans, and personalized succession/exit strategies to clients across the country. We are a young and fast-growing company, dedicated to our craft and focused on providing customized solutions, exceptional customer service, and high quality products to our clients.

Succession Resource Group Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

Succession Resource Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
Todd Fulks, Jd, Bfa	General Counsel, Succession Resouce Group		View
Kristen Grau, Cpa, Cva, Cepa	Executive Vice President at Succession Resource Group & Lendingwell	Portland, Oregon, United States	Email Phone
David Grau Jr, Mba		Austin, Texas Metropolitan Area, United States	Email
Don Mclaughlin Clu, Chfc, Clf, Msm		Macungie, Pennsylvania, United States	Email