The Future of Financial Advisory Firms

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Succession Resource Group Welcomes Industry Veteran & Expert Todd Fulks as General Counsel

David Grau Jr.

Portland, OR – December 10, 2024 – Succession Resource Group (SRG), a leading consulting firm

Succession Resource Group Facilitates Successful Sale for Longtime Financial Advisor

David Grau Jr.

Providing professional guidance in a challenging market environment, SRG secures favorable deal terms for the

The Succession Resource Group 2024 Mid-Year Advisor M&A Update

David Grau Jr.

The comprehensive report identifies significant trends in first and second quarter advisor M&A activity

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