Succession Resource Group
@SuccessionRG
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We help financial advisors grow through acquisition, protect their business with a continuity plan, and plan/manage the transition of their business.
Portland, Oregon
Joined October 2012
Unlock the potential of equity with our webinar, "Empowering Equity: Expert Perspectives," featuring Nicole Frey, CFP®, and Julia Sexton, CVA. Secure your spot now: https://t.co/vPyEC5Ssxd
#finserv #advisors #equitysharing #equity
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Join us tomorrow for the 'Everything Equity' webinar! Explore valuable insights from Nicole Frey, CFP®, and Julia Sexton, CVA, on leveraging equity for business goals. Don't miss out! RSVP: https://t.co/vPyEC5Ssxd
#finserv #advisors #equitysharing #equity
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Wishing a fantastic birthday to Kristen Grau, CPA, CVA, our extraordinary Executive Vice President! May your day be as amazing as the impact you bring to our team. Enjoy every moment! 🎊🎂 #happybirthday #birthday #SRGCelebration #cheers
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Explore the visual breakdown of the top 5 methods for selling your advisory practice. Crafting the perfect exit strategy begins with making informed decisions. Learn more about our exit services: https://t.co/wzCqcetP9U
#finserv #advisors #RIAs #contingencyplanning
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Unlock the potential of equity for your business goals! Join us for our 'Everything Equity' webinar with Nicole Frey, CFP®, and Julia Sexton, CVA. Gain insights from talent retention to founder exit strategies. RSVP now: https://t.co/vPyEC5Ssxd
#finserv #advisors #equity
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Susan's satisfaction says it all! Succession Resource Group is proud to have provided excellent solutions for selling/transferring practices. Schedule a consultation to dive deeper into our services: https://t.co/XrH3IOAFsx
#finserv #advisors #SRGTestimonial #clientappreciation
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Succession Resource Group wishes a joyful and empowering International Women's Day to all the amazing women shaping the world. #womensday #internationalwomensday
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Unlock the power of equity for your business goals! Join Nicole Frey, CFP®, and Julia Sexton, CVA, in our webinar, Everything Equity. From retaining talent to assisting founders in exit strategies, gain valued insights. RSVP: https://t.co/vPyEC5Ssxd
#finserv #advisors #equity
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Dive into the latest findings in financial services for 2023! Our Advisor M&A infographic is a must-download for those considering buying, selling, or staying updated in the industry: https://t.co/Ev3CBGkRXu
#advisors #finserv #mergersandacquisitions #RIAs #acquisitions
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Missed our AUM Accelerator Series replay on "Transition Planning Success"? Our replay is available where @DavidGrauJr talks about the transition plans that drive success before and after the deal is closed. Watch now: https://t.co/laiSg6E0dy
#advisors #finserv #RIA
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Explore key insights in our 8th annual advisor acquisition review. Our latest data covers 188 transactions totaling $25B AUM for those in buying, selling, or succession planning. Read more at: https://t.co/cbRF4OB04e
#advisors #finserv #MergersAndAcquisitions
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It's today! Join us for the AUM Accelerator Series on "Keeping What You Bought – Transition Planning Success" with @DavidGrauJr. Discover the transition plans that drive success before and after the deal is closed. RSVP Now: https://t.co/eQbyZEFNcK
#advisors #finserv #RIAs
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Thrilled to have exceeded Clay's expectations! SRG is dedicated to delivering knowledgeable and efficient solutions with a professional, honest, and helpful approach. Explore our services by booking a consultation: https://t.co/l5KAbfysic
#finserv #advisors #SRGTestimonial
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Big news! SRG is excited to announce the successful sale of a registered representative-based practice in New York. Cheers to everyone who played a role in this milestone transaction! Explore our selling & succession services: https://t.co/om2TLTPsP1
#advisors #finserv #RIA
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Acquiring success goes beyond closing deals. Tomorrow, join @DavidGrauJr for our AUM Accelerator Series on Keeping What You Bought. Learn transition plans for success pre and post-deal. RSVP Now: https://t.co/JvbdvSZGHw
#advisors #finserv #mergersandacquisitions #acquisitions
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Happy Birthday, Cliff! 🎂🎉 Succession Resource Group is grateful for the brilliance you bring to our team as an Applications Engineer. Enjoy your special day and here's to another year of success and happiness! 🥳 #happybirthday #birthday #SRGCelebration #Cheers
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Simplify succession planning with our e-book! We break down roles into 7 categories and provide a comprehensive checklist for a strategic transition. Get your hands on this valuable resource today: https://t.co/RrShbCxXyT
#advisors #finserv #SuccessionPlan #BusinessTransition
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Don't miss out on AUM growth strategies on March 5th! Join our AUM Accelerator Series with @Davidgraujr discussing transition plans for post-acquisition success. Register now: https://t.co/pg14gLiJpL
#advisors #finserv #RIAs #acquisitions #successionplanning
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Cheers to Aliza Perry on her 3rd anniversary at Succession Resource Group! Your passion and commitment to our sellers and buyers as a project coordinator have been invaluable. Thank you for three fantastic years! #employeeanniversary #SRGlife #workanniversary #celebration
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.@Davidgraujr shared the secrets to negotiating effectively and standing out as THE one in the deal. If you missed it, you can watch it now at https://t.co/g4OsQcvjY6
#advisors #finserv #mergersandacquisitions #RIAs #acquisitions
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