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Succession Resource Group

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Serving customers since
2012

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HQ Location:
Portland, US

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@SuccessionRG

What is Succession Resource Group?

Succession Resource Group (SRG) is a consultancy firm that specializes in helping financial professionals with their succession planning, acquisition, and merger needs. Their primary focus is on providing support and resources to financial advisors and firms aiming to either buy, sell, or merge practices. SRG offers a comprehensive range of services including valuation, consulting, and deal facilitation to ensure smooth transitions and strategic growth within the industry. They pride themselves on their expertise and dedication to helping clients achieve optimal outcomes through meticulous planning and execution.

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Year Founded
2012