We help financial advisors grow through acquisition, protect their business with a continuity plan, and plan/manage the transition of their business.
Portland, Oregon
Joined October 2012
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- Following639
- Followers315
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Succession Resource Group retweeted
We are thrilled to recognize @advisor_legacy, @LendingWell, @PPCLOAN and @SuccessionRG as members of ThinkAdvisor’s Class of 2021 #TALUMINARIES awards program in the Dealmaking & Growth category. Congrats! Read the full list of winners » ow.ly/S85O50GH2BB
Succession Resource Group retweeted
We are thrilled to recognize @DavidGrauJr of @SuccessionRG as a member of @ThinkAdvisor’s Class of 2021 #TALUMINARIES awards program in the Dealmaking & Growth category. Congratulations! Read the full list of winners » ow.ly/g3wC50GGpOR
Succession Resource Group retweeted
If you:
- Want to grow your business inorganically, or
- Are preparing an exit/succession plan,
You’ll love this new Top Advisor Marketing Podcast episode. Learn how to optimize a business sale, both as a buyer & seller: bit.ly/3iYlOM1
@SuccessionRG #BeYourOwnLoud
Succession Resource Group retweeted
When done right, M&A may be the fastest way to grow your business!
Play this new Top Advisor Marketing Podcast episode to hear David Grau Jr. share how to optimize the sale of a business, both as a buyer and seller 🎧bit.ly/3iYlOM1
@SuccessionRG #BeYourOwnLoud
Succession Resource Group retweeted
When done right, M&A may be the fastest way to grow your business!
Tune in to the Top Advisor Marketing Podcast as David Grau Jr. discusses how to optimize a business sale, both as a buyer & seller: bit.ly/3iYlOM1
@SuccessionRG #BeYourOwnLoud
Sponsored by @Restreamio💙
Succession Resource Group retweeted
We are thrilled to recognize @ArnerichMassena, @BeaconPointeRIA, @BNYMellonWealth, @C2PEnterprises, @CUNAMutualGroup, @HightowerAdvsor, @Schwab4RIAs, @smartasset and @SuccessionRG as members of our 2021 #TALUMINARIES awards program. Congrats! » ow.ly/yoIs50FYc18
Succession Resource Group retweeted
Kristen Grau of @SuccessionRG selected as one of the 2020 40 Under 40 Honorees by @NACVA bit.ly/3l6axIQ
Succession Resource Group retweeted
7 Ways Buyers Can Stand Out Now at.law.com/X7GLUK?cmp=share_… via @ThinkAdvisor Here's how advisors who want to acquire a financial advisory practice can stand out in a crowded marketplace.
Succession Resource Group retweeted
"Now we’re actually seeing a lot of advisors finally spend the time to get their contingency plan done and in order." -@SuccessionRG CEO David Grau Jr. ow.ly/rCs650zlIgs
Succession Resource Group retweeted
Given that the average financial advisor is 55 years old, there is a significant amount of advisors in the high-risk demographic, or precariously close to it. @SuccessionRG @DavidGrauJr @401kbrian #401k #RetirementPlanning buff.ly/2KQnSUB
Succession Resource Group retweeted
22% of RIA deals hit pause after #Covid19, as per industry consultant, @SuccessionRG
~ @donthateitsjake has more:
citywireusa.com/registered-i…
Succession Resource Group retweeted
Ton of great conversations with our clients today in the Exhibit Hall about advisor M&A. Amazing group of advisors here at LINC #NationalLINC
Succession Resource Group retweeted
Keep hearing everyone talking about fee compression at #NationalLINC. We do hundreds of valuations for RIAs and we are not seeing it in the data. Curious - Have you dropped your fees?
Succession Resource Group retweeted
Excited to announce our latest project is now in open beta - meet @FPPathfinder, providing flowcharts (and soon, checklists as well) for financial advisors. Open to first 20 advisors at 20% off w/ "KITCESBETA" discount code. Let us know what you think! :) kitc.es/2Jq5ClS
Succession Resource Group retweeted
Interesting infographic of some advisor M&A statistics from 2017... kitc.es/2HAcysc via @SuccessionRG
Succession Resource Group retweeted
Just 16% of advisers are women, and it is critical for the industry to improve that # to be successful in the future. We partnered with @StateStreet to research both the barriers and solutions to bringing greater parity to the industry: investmentnews.com/article/2…
Succession Resource Group retweeted
Leadership. Success. Drive. Mentorship. Philanthropy. Presenting the 2017 Women to Watch from InvestmentNews. investmentnews.com/section/w… #INw2w via @newsfromIN
Succession Resource Group retweeted
The contracts are for the divorce not the marriage! #successionplanning #AllinforImpact – at Coronado, CA
