Whether you are a team of 1 or 100, SRG's open market of seller listings is at your fingertips in MyCompass.
Sign up for our free membership to complete a buyer profile and express interest in any listings you want to bid on. If you are a good fit, we will contact you to begin the deal process.
It is that simple.
Valuations to benchmark your business and grow faster; comprehensive appraisals for larger firms.
LLC & S-Corp support, employment resources, and plans to develop/deploy phantom equity sharing.
Protect your must valuable asset. Your business. Get get customized solutions from our industry experts.
Turnkey deal support, advisor merger support, lender support — we are here to help facilitate growth.
Selling? Find the best fit, best price, best terms. Allow your business to thrive after retiring.
Questions about our services? Want to chat with our sales team? We are here to help.
Finding the right fit is often just as important as the right price. Luckily, you don't have to choose. Find out how SRG clients get higher-than-average multiples without sacrificing culture.
Acquiring a financial practice takes patience, support, and expertise. Don't try to reinvent the wheel or do it all on your own. SRG provides a straightforward, step-by-step path to ownership.
Comprehensive solutions for the most challenging practice management issues — entity formation, employment resources, compensation plan design, contingency plans, etc.
We have developed unique solutions that allow us to collaborate with you to help your advisors with joint marketing affiliations, network solutions, or anything in between.
What would happen to your business, your clients and the value of the company, if something where...
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