Portland, OR (June 27, 2023) — Succession Resource Group (SRG), an M&A consulting firm that works nationwide with financial advisors, agents, and accountants, announced today that it has been named a Finalist in the WealthManagement.com 2023 Industry Award (the “Wealthies”) in the category of Succession/Ownership Transition Services Non Custodian/Broker Dealer category for its Annual Advisor M&A and Equity Update. The update is published at the beginning of Q1 and Q3 every year, with the 2023 January release based on the largest dataset to date, sharing the most sought-after intel, including historical and current RIA valuation multiples at a national/regional level, average deal structures, financing trends, KPIs based on size, and compensation data.
David Grau Jr., President of SRG was elated about the news, “We’re honored to be recognized by WealthManagement.com again for such a prestigious award. We love the work we do for clients; it’s through that work that we can share the most current data and trends impacting the value of their business.”
SRG is a previous winner of the same nomination category, having won the award in 2019 for their groundbreaking succession strategies. In addition to this accolade, SRG was also the recipient of a record-breaking three ThinkAdvisor Luminaries awards in 2021 for the firm’s dealmaking solutions, its groundbreaking lending tool (www.lending-well.com), as well as David Grau Jr. receiving the Dealmaking and Growth Luminaries award.
Now in its ninth year, the WealthManagement.com Industry Awards is the only awards program of its kind to honor outstanding achievements that support financial advisor success. A panel of judges made up of top names in the industry, led by WealthManagement.com director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market. Winners will be announced at a gala and awards ceremony in New York City on September 7th.
“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations. “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”
About Succession Resource Group
Succession Resource Group is a consulting firm specializing in helping independent advisors value, improve, protect, grow, and plan for the eventual transition of their financial advisory practice. With decades of combined industry experience, SRG brings a unique combination of skills, resources, and industry expertise to help advisors with personalized yet streamlined services.
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.
