Succession Resource Group is an M&A consulting firm serving independent financial service professionals across the country. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help registered investment advisors, securities professionals, agents, and accountants manage, grow, and realize the value of their businesses. With decades of experience on the team, Succession Resource Group has helped thousands of clients value, protect, grow, improve, and plan for the sale of their business.
We provide a hands-on experience for our clients, guiding them every step of the way, providing customized solutions to help plan for and effectively manage the equity in their business. Our resources include consulting expertise, guidance on tax and compliance considerations, industry lending resources, compensation research and compensation plan design and other HR best practices, and industry-specific contracts customized for your situation.
We ensure you have an optimal client experience by first listening. Once we understand, our team helps you create solutions that are unique to your business/problem, making complex problems simple to understand, and providing an end-to-end solution. This not only makes the process easier for our clients, but they obtain tried and true solutions that have been field tested, and because we can rely on existing resources evolved over hundreds of engagements, you’ll get a better solution for less money.