Succession Resource Group

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18676 SW Boones Ferry Rd
Tualatin, OR 97062
+1 (503) 454-0032
https://www.successionresource.com

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

The team of experts at Succession Resource Group offers long-term solutions for independent advisors and registered representatives, leveraging decades of industry experience to assist clients in all stages of practice management. With a focus on valuations, entity maintenance, employment resources, and deal support services, the firm provides unbiased perspectives and customized plans to ensure smooth transitions and continued success for businesses in the financial industry.

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