Edge Out Your Competition & Win the Deal

Buy-Side Representation: Get the Deal Done

We are dedicated to helping advisors get deals completed – whether you are pursuing a complete buy-out of a peer/partner/employer, a merger, or a partial book acquisition. SRG has decades of experience helping Registered Investment Advisors, advisors affiliated with an IBD, hybrids and those that are dually registered – we know the RIA M&A industry, we know the players, and we know mergers and acquisitions. Our dedicated team will provide you comprehensive support once you have identified a target, helping craft the initial communication to get you to the final group of buyers, conducting the detailed before and after-tax cash flow analysis, tax strategies to help you win the deal, leveraging the right financing and providing comprehensive resources.

Experience

We are a hands-on, consultative, experienced group, dedicated to full transparency throughout. We will counsel you on what a fair offer is, when to consider “over paying” to win the deal, and when to walk away.

Strategy & Communication

What you say, how you say it, and when you say it, can win or lose you the deal. SRG will help craft all communication and act as your sounding board throughout the process to ensure you win the deal. Every seller and deal is different

Service at a Glance

What you say, how you say it, and when you say it can win or lose you the deal. SRG will help craft all communication and act as your sounding board throughout the process to ensure you win the deal.

Our AcquireEdge service includes:

  • Single point of contact
  • Unlimited consulting calls
  • Unlimited email support
  • Informal valuation
  • Cash flow model
  • Customized offer letter
  • Form contracts 
We will make ourselves available as needed. This process will mostly be guided by the seller.

Fill out our contact form, call us, or schedule a call.

(503) 427-9910

Schedule Call

Nothing but great things to say about SRG! They have their process down and they have made a complex business transition as smooth and seamless as possible. All I can say is THANK YOU!
— Laurel R.
We had established an aggressive timeline for our practice sale/purchase but were able to reach the goal with SRG’s responsiveness and accommodative nature. We would not have reached the goal without them. They were very accessible throughout the process and always had time for us. I appreciated their professionalism, expertise, and familiarity with the practices and terminology of our broker-dealer.
— April D.
Aside from managing your clients’ assets, transitioning your book of business is as important a decision (…) you will ever make. SRG allowed me to get a view of my book of business that would never have been possible without them. I can say without a doubt that SRG gave me and the buyer confidence that we both were getting a fair shake. I would recommend them to anyone.
— Jason R.

Pricing

Elite

$ 6,500 + % of Revenue
Buy-Side Representation
Cash Flow Model

Frequently Asked Questions

AcquireEdge is designed with the buyer in mind. We work with the buyer in an advocacy position to help them craft the best offer and win the deal. We work with them at every stage from forming an informal opinion of value to financial analysis to writing an offer.
AcquireEdge is for advisors working on an acquisition with a particular seller and would like guidance to make informed decisions, someone to help negotiate the deal, and a firm to help provide all the resources need to seal the deal.


Parker Finot, Project Manager

Learn more about Parker

 


David Mueller, Project Administrator

Learn more about David

The more information we have on the selling practice, the better recommendations we can provide.
We know your industry and have worked on these types of projects dozens of times. And, we have the resources and strategies to help you, saving you time and money. This is the experience we bring to each client’s project. 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 solution as the industry changes. We are neutral. We are not affiliated with a broker-dealer or custodian and can provide the advice that is best for you. We also pride ourselves on service – providing high-touch, high-quality solutions to our clients.

Contact us in your preferred method to get started.

(503) 427-9910

 

SCHEDULE CALL

Talk With Our Business Development Team to Learn More

Schedule an appointment to learn more about our AcquireEdge service.