What departments does Succession Resource Group have?

Succession Resource Group has employees across 7 departments including Solutions Engineering, Business Development, Human Resources, Administrative, Legal.

What is the largest department at Succession Resource Group?

The largest department at Succession Resource Group is Program & Project Management with 3 employees.

Where are Succession Resource Group employees located globally?

Succession Resource Group has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has Succession Resource Group's team size changed over time?

Succession Resource Group's team has decreased from approximately 26 to 25 employees based on available data.

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.

Succession Resource Group Global Highlights

North America
31

United States Of America
30
Canada
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Succession Resource Group's Leadership

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
M. D.
Office Manager/Hr Coordinator
Mobile Phone
Email

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

T. F.
General Counsel
Mobile Phone
Email
United StatesOregon
Apr 16, 2026
B. L.
Transaction Advisory Services Associate
Mobile Phone
Email
United StatesOregon
Dec 12, 2025
J. R.
Project Coordinator
Mobile Phone
Email
United StatesGeorgia
Apr 15, 2026
A. P.
Project Coordinator
Mobile Phone
Email
United States
Jun 12, 2025
J. B.
Project Administrator
Mobile Phone
Email
Jun 02, 2026
R. T.
Accounting Assistant
Mobile Phone
Email
United StatesOregon
May 29, 2026
N. J.
Administrative Assistant
Mobile Phone
Email
United StatesOregon
Oct 16, 2024
J. O.
Senior Project Coordinator - Team Solutions
Mobile Phone
Email
United StatesNorth Carolina
Oct 22, 2025
K. C.
Mobile Phone
Email
Jan 30, 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 Southwest 69th Avenue Portland, Oregon 97223 United States; 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 June 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Executive Vice President: K. G.
Director: J. S. S.
Director Of Team Solutions: N. F.
Director Of Valuations: R. G.
Director Of First Impressions: A. R.

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Succession Resource Group Employee Directory

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