Leave on Your Terms
Succession planning, ongoing plan management, transaction advisory, and sell-side representation for advisors ready to define what comes next.
The Decision That Defines Everything After It
Succession. Mergers. Transactions. Representation.
Whether you are years away from a transition and building the plan now, actively managing a succession arrangement that needs to keep pace with your firm, reviewing an offer that landed on your desk, merging with another practice, or preparing to sell with dedicated representation, the decisions at this stage carry more weight than any that came before. Most advisors navigate this process once. The buyers, firms, and consolidators on the other side of the table negotiate these transactions regularly. That imbalance shapes outcomes when it goes unaddressed. SRG works exclusively alongside the advisor, bringing valuation expertise, legal coordination, and independent guidance to every phase, so you move forward with full information and close on terms that reflect what your business is actually worth.
Services at a Glance
Succession Planning
A custom succession blueprint for advisors preparing to transition ownership internally. SRG evaluates your firm’s structure, models cash flow scenarios, and builds personalized purchase agreements that align the interests of both generations. The engagement brings together valuation, tax, and legal perspectives from the start, so the plan holds up under the financial and operational realities of your practice. Designed for two participants and delivered over four months.
An annual maintenance engagement for firms with an active succession plan already in place. As your business grows, team dynamics shift, and market conditions change, the plan that made sense at signing can quietly fall out of alignment. SMP provides annual check-ins, updated plan documentation, and dedicated consultation hours to keep your succession arrangement current and enforceable. Includes a 10% discount on any additional SRG engagements during the maintenance period.
Sell-Side Support
Full sell-side representation for advisors ready to bring their practice to market. SRG builds a controlled marketplace around your firm, preparing a comprehensive Practice Prospectus, soliciting and screening qualified buyers, facilitating introductions, and managing competing offers to maximize transaction value. From valuation and pricing strategy through purchase agreement execution and closing coordination, one dedicated consultant guides the entire process. You receive independent advocacy designed to close the experience gap between a first-time seller and the buyers who negotiate these deals for a living.
Dedicated representation for sellers who have already identified a buyer and need advocacy through the close. Having a handshake agreement is not the same as having a signed purchase agreement, and the gap between the two is where transactions most often erode. SRG evaluates your offer, structures the economic and non-economic terms, coordinates with tax and legal counsel, and prepares a personalized purchase agreement with unlimited revisions. Designed for transactions already in motion, with an average timeline of four months from engagement to close.
Deal Navigation
An independent advisory review for advisors who have a transaction in progress and want a second set of eyes before signing. Whether the offer came from an internal successor, an outside buyer, or a private equity firm, Deal Support evaluates the terms, identifies gaps, and provides documentation-level guidance so you understand exactly what you are agreeing to. This is not about eliminating risk or killing the deal. It is about making sure you move forward with full information and a clear picture of how the structure, economics, and contingencies will play out after close.
M&A
Structured advisory for two or more practices combining into a single entity. Mergers involve a different set of complexities than a sale — entity formation, governance design, financial modeling, and ownership allocation all need to be resolved before the firms can operate as one. SRG provides the framework and documentation to work through those decisions methodically, so the partnership is built on terms both parties understand and can sustain long after the paperwork is signed.
Built For Speed When It Matters
Priority Access
Reserves special scheduling to maintain momentum and reduce downtime. Ideal for advisors working against a deadline or outside pressure.
Hear What SRG Clients Say
Every advisor’s path forward looks different. Hear directly from firm owners who navigated succession planning, practice sales, and acquisitions with SRG by their side.
Book a Consultation
Not sure where to start, or which service fits your situation? Book a discovery call and our team will help you identify the right solution for your firm.
