Succession Resource Group

Succession Resource Group

Financial Services, 4800 MDWS Rd Ste 470, Portland, Oregon, 97035, United States, 11-50 Employees

successionresource.com

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Who is SUCCESSION RESOURCE GROUP

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 ...

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  • 4800 MDWS Rd Ste 470, Portland, Oregon, 97035, United States Headquarters: 4800 MDWS Rd Ste 470, Portland, Oregon, 97035, United States
  • 2012 Date Founded: 2012
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 7389 | NAICS Code: 561990 | Show More

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Succession Resource Group Org Chart and Mapping

Employees

Kinsey Brown

Director of First Impressions

David Mueller

Project Administrator - M&A and Succession Planning

Cfp® Nicole Frey

Director of Team Solutions

Nicole Sinclair

Business Development Manager

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Frequently Asked Questions Regarding Succession Resource Group

Answer: Succession Resource Group's headquarters are located at 4800 MDWS Rd Ste 470, Portland, Oregon, 97035, United States

Answer: Succession Resource Group's phone number is +13*********

Answer: Succession Resource Group's official website is https://successionresource.com

Answer: Succession Resource Group's revenue is $5 Million to $10 Million

Answer: Succession Resource Group's SIC: 7389

Answer: Succession Resource Group's NAICS: 561990

Answer: Succession Resource Group has 11-50 employees

Answer: Succession Resource Group is in Financial Services

Answer: Succession Resource Group contact info: Phone number: +13********* Website: https://successionresource.com

Answer: 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. SRG's 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.

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