Equity Sharing Overview
Align incentives, preserve enterprise value, and support long-term succession
Equity Sharing for Financial Advisors
SRG’s Equity Sharing service is designed for firm owners who want to turn key contributors into true stakeholders through a deliberate, structured equity strategy. The process addresses the financial, structural, and governance considerations required to design an equity framework that aligns incentives, preserves enterprise value, and supports long-term succession objectives. SRG guides clients through plan design, valuation implications, implementation mechanics, and ongoing administration — ensuring the equity structure is defensible and built to evolve with the business. The service overview below is an interactive document outlining scope, pricing, and the team leading your engagement.
Frequently Asked Questions
Julia Sexton, CVA, Director of Strategic Organizational Planning
Courtney Sobkow, Project Coordinator
We request a short questionnaire be completed, requesting items such as names of parties, details about the company, goals, and timeline.
SRG is the best at what we do.
We focus solely within the financial services industry.
We strive for excellence and, as a result, we are always learning, adapting, and revising our deliverables and resources to ensure that you receive a fair, accurate, and timely product as the industry changes.
We are neutral. We are not affiliated with a broker-dealer or custodian.
We pride ourselves on service – providing high-touch, high-quality solutions to every client every time.
