Succession Resource Group

An intentional merger aligning growth, client continuity, and long-term succession strategy.

Partnership expands resources to help advisory firms to strengthen valuation, enhance short- and long-term goals, and build succession strategies.

A multi-phase, SRG-led transaction expands national capabilities and strengthens leadership continuity

Succession Resource Group facilitates merger uniting 35 advisors, 86 staff and 21 offices nationwide, expanding advanced tax, estate and multigenerational planning services.