Succession Resource Group
@successionresource.com
We are a succession planning consulting firm dedicated to helping financial advisors value, grow, protect, and plan for the transition of their business.
Succession Resource Group's Company Logos
Succession Resource Group's Brand Colors
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Color name
RGB
HSL
CMYK
#0096A6
Bondi Blue
0, 150, 166
186, 100, 33
100, 10, 0, 35
#00A4BD
Pacific Blue
0, 164, 189
188, 100, 37
100, 13, 0, 26
#97C131
Lime Peel
151, 193, 49
77, 60, 47
22, 0, 75, 24
#F1563F
Fire Opal
241, 86, 63
8, 86, 60
0, 64, 74, 5
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
About Succession Resource Group
Succession Resource Group is a boutique succession consulting firm based in Portland, Oregon, serving clients across the country. With a team of industry experts, they specialize in providing a range of services including valuation, succession planning, mergers and acquisitions, entity and employee support, and more. Their comprehensive service offerings cover every aspect of business ownership and growth, making them a valuable resource for financial service professionals, registered investment advisors, agents, and accountants.
Succession Resource Group takes pride in their hands-on approach, guiding clients through each step of their business journey and providing customized solutions tailored to their specific needs. What sets Succession Resource Group apart is their commitment to listening to their clients and understanding their unique challenges. This enables them to create innovative and effective solutions, offering tried and tested strategies that have evolved over numerous successful engagements.
With their expertise and resources, businesses can confidently navigate the complexities of valuation, growth, acquisition, and succession planning
