A succession consulting firm serving clients across the country and specializing in small business.

Consulting

Information Technology

Succession Resource Group

Succession Resource Group's headquarters in Lake Oswego, OR, United States

David Grau Jr.

Todd Fulks

Kristen Grau

The Project Management team at Succession Resource Group oversees the planning, execution, and completion of succession consulting projects for small business clients across the country. The team ensures projects are delivered on time and within scope, coordinating resources, managing timelines, and maintaining clear communication with clients and internal stakeholders.

Project Management

This department focuses on creating and managing relationships to drive growth and expand market opportunities.

Business Development

This department oversees the strategic direction and governance of the organization.

Executive Leadership

This department focuses on marketing strategies and legal support to ensure compliance and effective promotion.

Marketing and Legal

This department manages and facilitates project planning, execution, and alignment within the organization.

Project Coordination

This department specializes in conducting valuations and providing advisory services related to financial transactions.

Succession Resource Group

Org chart

Teams

Project Management

Business Development

Executive Leadership

Marketing and Legal

Project Coordination

Valuation Services

Offices

Succession Resource Group

Org chart

Teams

Project Management

Business Development

Executive Leadership

Marketing and Legal

Project Coordination

Valuation Services

Offices

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