Succession Resource Group

HQ
Portland
Total Offices: 4
25 Total Employees
Year Founded: 2012

Jobs at Succession Resource Group

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Fintech • Software • Consulting • Financial Services
Lead workstreams on M&A and succession engagements for financial advisors and small-business owners. Build and review financial models, draft client deliverables, coordinate with deal advisors, mentor Associates, and ensure quality and project documentation while contributing to strategy, process improvements, and client-facing communication.