DG

David Grau

President & CEO

Succession Resource Group

Austin, Texas


Contact Information

Email
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Company Information

Company
Succession Resource Group
Industry
financial services
Employees
24.0
Seniority
C suite
Annual Revenue
1400000.0

Technologies

Salesforce Cloudflare DNS Sendgrid Outlook Microsoft Office 365 CloudFlare Hosting Hubspot Netlify Pardot Shutterstock Facebook Custom Audiences Vimeo YouTube Linkedin Widget Google Font API Google Dynamic Remarketing CallRail Google Analytics Linkedin Login Adobe Media Optimizer Facebook Like Button DoubleClick Conversion Facebook Login (Connect) DoubleClick Google Tag Manager WordPress.org Mobile Friendly Cedexis Radar Facebook Widget Sigma Remote

Keywords

succession planning death disability advisor valuation acquisition support continuity planning retained seller search retained buyer search advisor workshops seller side representation buy side representation valuation employment resources equity sharing mergers m&a advisory services business valuation entity support services deal support seller advocacy equity sharing plans contingency planning entity maintenance consulting services financial advisors ria acquisition strategy structure maintenance growth strategy tax strategies compliance solutions business continuity performance benchmarking management consulting investment advisory retirement planning insurance agency fso business appraisal strategic partnerships market analysis due diligence liability protection personalized solutions risk management financial modeling expert witness business transition ownership transfer professional services financial reporting valuation reports business equity management customized planning long-term growth corporate restructuring industry expertise regulatory compliance financial optimization client advocacy succession pathway mergers & acquisitions financial services professional training & coaching

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