Succession Resource Group
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.
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Verified contacts
23
available on Kipplo
LinkedIn employees
25
11 to 50 range
Open roles
1
across 1 depts
Distinct roles
20
indexed titles
Tech stack
3
tools in use
Monthly traffic
1.3K
organic / mo
Hiring · 1 open positions across 1 departments
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Decision-makers and verified team members
23 contacts with verified email or phone · masked until revealed.
- NF
Nicole Frey
Director of Team Solutions · General Business & Management
EmailPhone - PF
Parker Finot
Director - m & a and Succession Planning · General Business & Management
EmailPhone - NS
Nicole Sinclair
Business Development Manager · Sales & Business Development
EmailPhone - DL
David L. Mueller
Content Creation & Communications · Other
EmailPhone - JS
Jordon Segura
Project Coordinator · Operations
EmailPhone - MD
Mikaela Devine
Office Manager HR Coordinator · Human Resources
EmailPhone - CW
Cliff Weiler
Application Engineer · Other
EmailPhone - JS
Julia Sexton
Director · General Business & Management
EmailPhone - RG
Ryan Grau
Director of Valuations · Finance & Accounting
EmailPhone
Showing 9 of 23 verified contacts
Top roles at Succession Resource Group
20 distinct titles indexed · top 10 shown.
- 2director of valuations
- 2project coordinator
- 1accounting assistant
- 1application engineer
- 1business development manager
- 1business development representative (financial services)
- 1cfo
- 1content creation & communications
- 1digital content & social media coordinator
- 1director
- +10more titles
Sign up to unlock all 23 contacts at Succession Resource Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 23 verified contacts at Succession Resource Group
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