Industry Veteran Todd Fulks Joins Succession Resource Group

Succession Resource Group Appoints Todd Fulks as General Counsel

Succession Resource Group (SRG), a premier consulting firm focusing on wealth management business valuations, employment strategies, succession planning, and mergers & acquisitions (M&A), has announced the addition of Todd Fulks, JD, to its team as General Counsel.

Fulks' Role and Contributions

In this pivotal position, Fulks will manage all legal affairs for SRG, while also offering important support to the firm's advisor clients. He will be responsible for formulating tailored solutions that include employment agreements, equity-sharing structures, M&A contracts, and creating entity formation documentation. With his extensive legal and industry knowledge, Fulks is set to enhance the value that SRG provides to its clients, ensuring they receive modern, robust solutions tailored to their unique needs.

Industry Expertise

Todd's impressive background in succession planning, contractual agreements, and mergers uniquely qualifies him as a significant asset for SRG’s clientele. His profound grasp of the complexities involved in legal and compliance matters, along with his adeptness at organizing and executing multifaceted deals, distinguishes him in today’s market. David Grau Jr., Founder and CEO, expressed his enthusiasm: "Todd’s extensive experience in succession planning, contracts, and mergers makes him an outstanding resource for our clients. We’re excited to add such a seasoned professional to our team and anticipate the impactful contributions he will provide to both our clients and our firm."

Fulks' Professional Journey

With more than 20 years of experience in M&A, legal challenges, and compliance within the financial services industry, Fulks has gained significant recognition. Previously, he was the Senior Vice President of Succession and Acquisition at Osaic. In this role, he played a crucial part in creating and implementing comprehensive succession strategies for financial professionals. His wealth of knowledge encompasses a broad spectrum of skills, from contractual development and execution to aiding advisors in establishing enduring legacies through strategic agreements.

Vision for SRG

Upon his appointment, Fulks stated, "As General Counsel, my priority is to ensure that SRG’s clients have optimal tools and strategies available to confidently address their business challenges. SRG is pioneering in the financial services sector, and I am excited to join a team focused on delivering exceptional client experiences and emphasizing the benefits of innovative solutions."

About Succession Resource Group

Succession Resource Group (SRG) is a distinguished consulting firm dedicated to advocating for independent financial professionals nationwide. The firm harnesses decades of expertise to offer a broad array of services including valuation, M&A, succession planning, and practice management solutions. SRG’s mission is to empower financial professionals at every phase of their business journey, guiding them through complexities, maximizing their value, and helping them reach their long-term ambitions. For more details, visit SuccessionResource.com.

Frequently Asked Questions

What is the role of Todd Fulks at Succession Resource Group?

Todd Fulks has been appointed as the General Counsel at Succession Resource Group, overseeing all legal matters and providing support to advisor clients.

What services does Succession Resource Group offer?

SRG specializes in wealth management valuations, employment strategies, succession planning, and M&A transactions.

How many years of experience does Todd Fulks have?

Todd Fulks brings over two decades of experience in M&A, legal and compliance within the financial services sector.

What is SRG’s mission?

Succession Resource Group's mission is to empower financial professionals by providing guidance through business challenges and helping them achieve long-term goals.

Where can I find more information about Succession Resource Group?

For more information, you can visit their official website at SuccessionResource.com.

About The Author

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