Succession Resource Group Employee Directory

Financial ServicesUnited States11-50 Employees

Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan for the transition of their business. We provide the most accurate and comprehensive valuation services, turnkey acquisition support, assistance with contingency plans, and personalized succession/exit strategies to clients across the country. We are a young and fast-growing company, dedicated to our craft and focused on providing customized solutions, exceptional customer service, and high quality products to our clients.

Find Succession Resource Group employees' phone numbers or email addresses

Succession Resource Group Global Highlights

North America
33

United States Of America
32
Canada
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Succession Resource Group's Leadership

D. G.
President & Ceo
Mobile Phone
Email
K. G.
Executive Vice President
Mobile Phone
Email
J. S. S.
Director
Mobile Phone
Email
N. F.
Director Of Team Solutions
Mobile Phone
Email
R. G.
Director Of Valuations
Mobile Phone
Email
A. R.
Director Of First Impressions
Mobile Phone
Email
J. S. S.
Director
Mobile Phone
Email
N. S.
Business Development Manager
Mobile Phone
Email

Contact profiles from Succession Resource Group

Name

Title

Contact Info

Location

Last Update

D. G.
President & Ceo
Mobile Phone
Email
United StatesTexas
Oct 29, 2025
K. G.
Executive Vice President
Mobile Phone
Email
United StatesOregon
Nov 13, 2025
J. S. S.
Director
Mobile Phone
Email
United StatesMaine
Mar 07, 2024
N. F.
Director Of Team Solutions
Mobile Phone
Email
United StatesOregon
Sep 10, 2025
R. G.
Director Of Valuations
Mobile Phone
Email
United StatesOregon
Nov 13, 2025
A. R.
Director Of First Impressions
Mobile Phone
Email
United StatesOregon
Jul 07, 2024
J. S. S.
Director
Mobile Phone
Email
United StatesMaine
Apr 14, 2025
N. S.
Business Development Manager
Mobile Phone
Email
United StatesOregon
Jun 12, 2024
M. D.
Office Manager/Hr Coordinator
Mobile Phone
Email
United StatesOregon
Jan 11, 2024
R. H.
Office Manager
Mobile Phone
Email
United StatesOregon
Oct 17, 2024

Frequently Asked Questions

What is Succession Resource Group known for?

Succession Resource Group was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 12570 SW 69th Ave, Portland, Oregon 97223, US; 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?

Succession 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?

Succession Resource Group has approximately 26 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

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

As of October 2025, Succession Resource Group's key employees include:

President & Ceo: D. G.
Executive Vice President: K. G.
Director: J. S. S.
Director Of Team Solutions: N. F.
Director Of Valuations: R. G.

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