Founded in 2010, Succession Resource Group (SRG) is a consulting firm dedicated to serving the financial services industry. The company specializes in helping financial advisors and firms navigate the complexities of business transitions. Their core services include certified business valuations, merger and acquisition (M&A) advisory, and strategic consulting to help advisors protect, grow, and eventually transition their practices. SRG aims to provide comprehensive, data-driven solutions to ensure a smooth and profitable succession process for their clients.

Founded in

United States