@successionresourcegroup
Award-winning business solutions for independent financial advisors
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successionresourcegroup has been a member of Linktree for 3 years and joined in February 2023. The social media accounts linked to from successionresourcegroup are: • Facebook • Instagram • LinkedIn • X Besides social media accounts, successionresourcegroup has populated their site with: • Submit Your Data | 2026 M&A Survey • Listen to The Fine Print Podcast • Your Employment Agreement Won’t Protect You Like You Think (Ep. 29) - Succession Resource Group - Award-Winning M&A Experts • Register for our Webinar: • SRG In the News: RIA Leaders: Top 10 firms by number of financial advisors for 2025 • SRG In the News: The RIA founder's dilemma: Choose your successor or sell • SRG In the News: The top fee-only RIAs ranked by AUM in 2025 • SRG In the News: How RIAs can create a succession plan | Financial Planning • SRG is listed in Schwab Affinity Services • See Financial Firms for Sale and Express Interest (myCompass) • Watch our 2025 Advisor M&A Industry Report Review • See Exclusive Listings of Financial Advisory Practices • Book a Consultation • Website
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