Prospeo
Hero Section BackgroundHero Section Background
Succession Resource Group

Succession Resource Group Email Formats

Financial ServicesFlag of USTigard, Oregon, United States21-50 Employees

Succession Resource Group Email Formats

Succession Resource Group uses 5 email formats. The most common is {first name}.{last name} (e.g., john.doe@successionresourcegroup.com), used 37.5% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@successionresourcegroup.com
37.5%
{first initial}.{last name}
j.doe@successionresource.com
50%
{first initial}.{first initial}{last name}{first initial}
j.jdoej@successionresourcegroup.com
8.3%
{first initial}
j@successionresource.com
4.2%

Key Contacts at Succession Resource Group

Flag of US

Ryan Grau

Director Of Valuations

Flag of US

Parker Finot

Director - M&A And Succession Planning

Flag of US

Julia Sexton Sullivan

Director

Flag of US

Nicole Frey

Director Of Team Solutions

Company overview

Headquarters12570 SW 69th Ave, Portland, Oregon 97223, US
Phone number+15034279910
Websites
NAICS52
SIC628
Keywords
Succession Planning, Valuation, Mergers, Acquisition Support, Buy Side Representation, Continuity Planning, Advisor Valuation, Advisor Workshops, Death & Disability, Retained Buyer Search, Retained Seller Search, Employment Resources, Equity Sharing, Seller Side Representation
Founded2012
Employees21-50
Socials

About 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.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Manager
Entry
Director

Employees by Department

Succession Resource Group has 18 employees across 7 departments.

Departments

Number of employees

Funding Data

Succession Resource Group has never raised funding before.

Succession Resource Group Tech Stack

Discover the technologies and tools that power Succession Resource Group's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Cloudflare Bot Management

Cloudflare Bot Management

Security

Site Kit

Site Kit

Analytics

jQuery UI

jQuery UI

JavaScript libraries

Google Maps

Google Maps

Maps

Hello Elementor

Hello Elementor

WordPress themes

Elementor

Elementor

Page builders

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Salesforce Marketing Cloud Account Engagement

Marketing automation

Twitter Emoji

Font scripts

Frequently asked questions

Succession Resource Group is located in Tigard, Oregon, US.
You can reach Succession Resource Group at +15034279910.
Succession Resource Group was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.
Succession Resource Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles