Succession Resource Group

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12570 SW 69th Ave Ste 100
Portland, OR 97223
+1 (503) 427-9910
http://successionresource.com

Succession Resource Group is a boutique succession consulting firm based in Portland, OR, serving clients nationwide. Founded in 2012 by David Grau Jr., MBA, the firm specializes in helping advisors, agents, and accountants manage the equity in their businesses through services such as valuation, entity support, employment resources, contingency planning, and deal support.

With a team of industry experts and best-in-class resources, Succession Resource Group offers long-term solutions that benefit clients in the financial industry, including independent advisors and registered representatives. Their services include valuations, entity structure maintenance, employment resources, equity sharing, contingency and succession plans, and deal support services, providing unbiased and informative perspectives to help clients maximize the potential of their practices and ensure a smooth transition and continued success.

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1.01 reviews
Brian V.
7/7/2022

I hired and paid Succession Resource Group to complete a business valuation of a firm I was looking to purchase. The purchase was put on hold and the valuation was never completed. I requested a...

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