Succession Resource Group - Ownership and Business Overview

Financial ServicesCompany

Succession Resource Group Ownership

Who owns Succession Resource Group?

.

Succession Resource Group Business Overview

Where is Succession Resource Group headquartered?

Succession Resource Group is headquartered in Lake Oswego, Oregon.

What sector is Succession Resource Group in?

Succession Resource Group is a financial services company.

When was Succession Resource Group founded?

Succession Resource Group was founded in 2012.

Financial Services M&A Summary in

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Succession Resource Group, Inc.

4800 Meadows Rd., Ste. 470,
Lake Oswego, Oregon 97035
United States,
(503) 427-9910
www.successionresource.com

Succession Resource Group, Inc. is a consulting firm specialized in helping advisors nationwide with valuation, M&A, succession, and practice management solutions. With decades of combined industry experience, the company brings a unique combination of skills, resources, and expertise to help advisors. SRG was formed in 2012 and is based in Lake Oswego, Oregon.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # - - - - - - 0
Sell (0.2/yr) # - 1 - - - - 1
  1

Most Recent M&A

Company Date Value Type
Coe Financial Services, Inc. 2020-04-09 - Divestiture
Wichita, Kansas · www.coefinancialservices.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services - - 1 (100%) -
Total - - 1 -

By Geo

State/Country Buy Value Sell Value
United States - - 1 -
  Kansas - - 1 -
Total - - 1 -

M&A Connections

Deals
Divested to
Strategic(s)
100%
1 (100%)

Company Summary

SECTOR

Financial Services

Established

2012

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Oregon Companies , Financial Services Companies , United States Companies , Oregon Financial Services Companies , Oregon Financial Services with Acquisitions , Oregon Financial Services with Divestitures

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