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Succession Resource Group Employee Directory

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.

Find Succession Resource Group employees' phone numbers or email addresses

Succession Resource Group Global Highlights

Location
Employees

North America
31

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  • United States Of America
    31

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Succession Resource Group's Leadership

  • Stylized image of a person
    S. G.
    Cfo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Project Administrator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. C.
    Phone icon
    Mobile Phone

Succession Resource Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Program & Project Management
  • Business Development
  • Business
  • Accounting
  • Other

Contact profiles from Succession Resource Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. G.
    Cfo
    Phone icon
    Mobile Phone
    CanadaOntario
    Jul 07, 2026
  • Stylized image of a person
    J. B.
    Project Administrator
    Phone icon
    Mobile Phone
    Jun 02, 2026
  • Stylized image of a person
    K. C.
    Phone icon
    Mobile Phone
    Jan 30, 2024

Frequently Asked Questions

What is Succession Resource Group known for?

Minus sign iconPlus sign iconSuccession Resource Group was founded in 2012 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-503-427-****
. Explore Succession Resource Group's company overview page for more information.

What is Succession Resource Group's most common email format?

Minus sign iconPlus sign iconSuccession Resource Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Succession Resource Group email formats with LeadIQ.

How many employees does Succession Resource Group have currently?

Minus sign iconPlus sign iconSuccession Resource Group has approximately 26 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Succession Resource Group's key employees and leadership?

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As of July 2026, Succession Resource Group's key employees include:

  • Cfo: S. G.
  • Project Administrator: J. B.
  • : K. C.

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