I am the Director of Valuations at Succession Resource Group. SRG is a succession consulting firm focusing on helping clients in the financial services, insurance, and tax planning industries value, grow, and plan for the eventual transition of their business.At the heart of our work is understanding the value of what you and your team have built. We provide a ‘best in class' consultative experience for our clients to ensure you make each decision with full information and the resources needed, including checklists, contracts, cash flow modeling, FAQs, and more. We help our clients create sustainable businesses designed to grow for multiple generations.We specialize in valuations for mergers, acquisitions, bank loans, charitable gifts, benchmarking performance, and disputed matters that require an industry and valuation expert.Specialties: Business Valuations, Customer Service, Team Building, Equity Management, Death/Disability Planning, Merger and Acquisitions