Fundamentals of Exit Planning

Join SRG’s Executive Vice President, Kristen Grau, CVA, CPA, CEPA as she shares the fundamentals of exit planning as well as her industry expertise in assisting sellers in finding the right buyer. Topics include:
  • An update on 2023 valuation trends and the M&A market
  • How to maximize the value of your practice today in preparation for your eventual exit
  • Ensuring the best price, terms, and fit when you’re ready to sell
Fill out the form to watch now!

Learn more about SRG's Exit Services.

Schedule your free consultation below!

Presenters

Executive Vice President

Now Available

2026 Advisor M&A Highlights Report

Real transaction data from 171 deals and $14B in AUM transfers. The most comprehensive look at advisor M&A trends, multiples, and succession activity this year

Join Our Webinar

Equity Explained: Incentivize, Retain, and Transition Ownership

May 13, 2026, at 1:00 PM PT / 3:00 PM CT / 4:00 PM ET