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Succession Resource Group

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Gauges prospective buyers creditworthiness and readiness to acquire another practice.

  • Completion of My Practice Profile
    • Get Prequalified for bank financing
    • Completion of current valuation from a verified valuation provider
    • APBOE’s banks accept valuations from a select group of providers
  • Banking Relationship with an APBOE Network Bank
  • Liquidity for Down Payment
  • Valuation Services
  • Preferred M&A Consulting Services
APBOE Listing Wire
MN flag MNTK 2.0 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x CO flag COWA 2.8 x MA flag MAWA 3.1 x FL flag FLWM 2.8 x FL flag FLKA 4.6 x MN flag MNWM 2.4 x CA flag CAWM 3.0 x MN flag MNTK 2.0 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x CO flag COWA 2.8 x MA flag MAWA 3.1 x FL flag FLWM 2.8 x FL flag FLKA 4.6 x MN flag MNWM 2.4 x CA flag CAWM 3.0 x MN flag MNTK 2.0 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x CO flag COWA 2.8 x MA flag MAWA 3.1 x FL flag FLWM 2.8 x FL flag FLKA 4.6 x MN flag MNWM 2.4 x CA flag CAWM 3.0 x MN flag MNTK 2.0 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x CO flag COWA 2.8 x MA flag MAWA 3.1 x FL flag FLWM 2.8 x FL flag FLKA 4.6 x MN flag MNWM 2.4 x CA flag CAWM 3.0 x MN flag MNTK 2.0 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x CO flag COWA 2.8 x MA flag MAWA 3.1 x FL flag FLWM 2.8 x FL flag FLKA 4.6 x MN flag MNWM 2.4 x CA flag CAWM 3.0 x MN flag MNTK 2.0 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x CO flag COWA 2.8 x MA flag MAWA 3.1 x FL flag FLWM 2.8 x FL flag FLKA 4.6 x MN flag MNWM 2.4 x CA flag CAWM 3.0 x
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APBOE relies on the expertise of wealth management M&A consultants. We are happy to highlight Succession Resource Group or “SRG”.

Founded in 2012, Succession Resource Group (SRG) is a boutique succession planning and consulting firm that has spent over eight years helping thousands of advisors, accountants, and agents to understand, manage, grow, and protect the value of their businesses. By combining their industry experience and best in class resources, Succession Resource Group (SRG) provides their clients with a hands-on experience and customized solutions to value their business, setup their equity structure, and plan for retirement.

Succession Resource Group (SRG) offers many succession planning and consulting services, including:

Based on Lake Oswego, Oregon, the team at Succession Resource Group (SRG) has over 36 years of cumulative industry knowledge. They are committed to understanding their clients’ businesses and are focused on tailoring their unique resources to fit their clients’ needs. The team at Succession Resource Group (SRG) is led by David Grau Jr., MBA, Founder & CEO, Erik Pahlow, Executive Vice President, and Kristen Grau, CPA, CVA, Executive Vice President.

To learn more about Succession Resource Group and their services, please visit: https://www.successionresource.com

Ready to take your practice to the next level? APBOE is focused exclusively on the financing needs of independent and registered investment advisors. We focus on providing financial advisors with guidance and capital for practice succession, acquisition, merger, and debt restructuring. For more information on funding your financial advisory M&A initiatives, visit https://www.skyview.com/index.html