Skip to main content

Succession Resource Group

Succession Resource Group is a boutique succession planning consulting firm.

Financial Services
Explore the company ↓Explore its lists ↓
Headquarters
Portland, Oregon, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
11 to 50Source: RevenueBaseRetrieved October 13, 2026
Founded
2012Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
18 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Succession Resource Group do?

The firm provides valuation services, acquisition support, assistance with contingency plans, and personalized succession and exit strategies. The firm focuses on customized solutions and customer service.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

The firm serves financial advisors and other small business owners planning business transitions.

What the business offers

Services & capabilities.

Succession planning consulting

Supports financial advisors and other small business owners with planning for business transitions.

Source: LinkedIn company description · Retrieved October 13, 2026

Business valuation services

Provides valuation services to clients across the country.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWSuccession Resource Group listed #1 on Mergers and acquisitions advisors, September 19, 2026Open the published source list.
Succession Resource Group

#1 Mergers and acquisitions advisors

Snapshot: September 19, 2026

Download SVG
View live list ↗

Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 5, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 22, 2026, September 26, 2026, September 27, 2026 and September 29, 2026. How the company lists are built.

Help keep this profile accurate

Something changed?

Share a correction, your relationship to the company, and supporting sources. Requests are reviewed before changes are published.

Request an update ↗
Find your next account

One company is just the start.

Explore more companies by name, headquarters and business focus.

Explore company profiles →