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.
Company Details
- Employees
- 25
- Founded
- -
- Address
- 12570 Sw 69th Ave, Portland,oregon 97223,united States
- Phone
- +1 503 218 8565
- in****@****oup.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- successionresource.com
- 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, Equity Sharing, Mergers.
- HQ
- Portland, Oregon
Succession Resource Group Questions
Succession Resource Group's helpline number is +1 503 218 8565
Succession Resource Group's website is successionresource.com
Succession Resource Group's LinkedIn profile is https://www.linkedin.com/company/succession-resource-group
Succession Resource Group has
25 employees.
View email and phone details for 25
employees at Succession Resource Group.
Succession Resource Group's industry is
Financial Services
Succession Resource Group's top competitors are
Lendingwell,
Lpl Financial,
Advisor Growth Strategies Llc,
Fp Transitions,
Fa Match,
Carson Group,
Finlink,
Osaic,
Devoe & Company,
Tsang & Associates, Plc.
Succession Resource Group's support email address is info@successionresourcegroup.com
Succession Resource Group's categories are Financial Services
Succession Resource Group's founding year is 2012
