Portland, OR – December 10, 2024 – Succession Resource Group (SRG), a leading consulting firm specializing in wealth management business valuations, employment solutions, succession planning, and M&A transactions, proudly announces the appointment of Todd Fulks, JD as General Counsel.
In this role, Fulks will oversee all legal matters for SRG, while also providing invaluable support to SRG’s advisor clients. Fulks will help deliver personalized solutions, including employment agreements, equity-sharing arrangements, M&A contracts, and entity formation documents. His vast legal and industry expertise will amplify value to SRG clients, ensuring modern, robust and tailored solutions to meet advisors’ unique and ever-evolving needs.
“Todd’s extensive experience in succession planning, contracts, and mergers makes him an outstanding resource for our clients. His deep understanding of legal and compliance complexities, coupled with his ability to structure and execute multifaceted deals sets him apart in the industry. We’re excited to add such a seasoned professional to our ranks and look forward to the significant contributions he will make to our clients and our firm,” said David Grau Jr., Founder and CEO.
Fulks brings over two decades of experience in M&A, legal and compliance within the financial services sector. Prior to joining SRG, he served as Senior Vice President of Succession and Acquisition at Osaic, where he was instrumental in developing and implementing comprehensive succession strategies for financial professionals. Fulks’ background includes a wide range of expertise, from contract development and execution to helping advisors build lasting legacies through strategic agreements.
“As General Counsel, my priority is to make sure SRG’s clients have the best tools and strategies at their fingertips to tackle their business challenges with confidence,” said Fulks. “SRG is a trailblazer in the financial services industry, and I’m thrilled to be part of a team dedicated to providing outstanding client experiences and showcasing the impact of innovative solutions.“
Read the release here.
