Succession Resource Group

Financial ServicesOregon, United States11-50 Employees

Succession Resource Group is a boutique financial services consulting firm that assists financial advisors and other small business owners with valuing, growing, protecting, and planning for the transition of their businesses. The firm provides valuation services, turnkey acquisition support, contingency planning, and personalized succession and exit strategies for clients across the United States. Based in Portland, Oregon, it describes itself as a young, fast-growing company focused on tailored solutions for its clients.

Its market comprises independent advisors and owner-operators seeking structured transition planning and related advisory support. A notable recent development is the February 2026 announcement of a partnership with Focus Partners Advisor Solutions, reflecting ongoing collaboration within the wealth management ecosystem.

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