Advisor Merger Support

Advisor Merger Support
Add Value & Grow Your Team

Merger Support in a Collaborative & Open Environment

Working closely with all vested parties, our merger support service helps turn transactional mergers into true strategic alliances. Utilizing comprehensive consulting, implementation, and support services, we assist financial services firms in identifying and resolving critical gaps, and aligning resources to maximize merger value.

Advisor Merger Support

Collaborative Environment

Financial advisors who take advantage of our merger support service enjoy a "non-advocacy" approach to the transaction. We work with both sides of the deal in a collaborative and open environment to maximize value for all.

Added Value

Merger support helps financial advisors remain laser-focused on the overarching goal of any merger — adding value. Our consultants assist with thorough due diligence and support merger teams all the way to post-merger integration.

Service at a Glance

Our advisor-focused merger support service is designed specifically to assist financial advisors with peer-to-peer mergers, where two practices are consolidated into one, either formally or informally.

What's included?

You will receive one-on-one consulting through Zoom, telephone call(s), and emails. You will also receive cash flow modeling, a plan document outlining the merger in plain English, and industry-specific contracts.
How long is the process?

We guarantee 7-day turnaround at each step after information is provided.
How to get started?

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

(503) 427-9910

Advisor Merger Support

DOWNLOAD INFO SHEET

Succession Resource Group Testimonials

Thanks for all you did to help me with [this] project. I really don't know what I would have done otherwise.

— Maureen S.

It was very nice to work with SRG. I look forward to discussing other related issues regarding my practice in the future!

— Kevin H.

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.

Pricing

	Premium	Elite
	$ 18,000 $	$ 30,000 $
Features
Industry-Specific Form Contracts
Entity Formation & Binder (+ Filing Fees)
Single Point of Contact You will be assigned your team based on several factors, such as package, availability, and complexity of your project.
Industry Specific Resources Resources may include: guides, checklists, decision trees, whitepapers, etc.
Non-Advocacy Representation
Consultation Call(s) Consultation calls help us clarify inputs, address your questions, and provide recommendations to ensure that your deliverable meets your needs in real-time. The included calls are appropriate for 90%+ of our client projects.	Up to 12 Calls	Up to 20 Calls
Email Support Sometimes you just have a quick question! We are happy to address any questions, changes, or thoughts via email.
Pro Forma Cash Flow Model
Coordination with Tax/Legal Counsel
Industry Specific Questionnaire Each package has a separate questionnaire ranging in complexity and detail. The questionnaires are designed to ensure your deliverables are comprehensive and tailored to your needs.
Valuation (Premium)	2 Valuations	2 Valuations
Role Divisions
Merger Plan
Owner Compensation Plan

Frequently Asked Questions

What is a merger?

A merger is a combination of two or more companies into one – generally with the idea of creating synergies such as: staff, management roles, increased payouts, etc. and decreasing or eliminating inefficiencies.
What is Advisor Merger Support?

Our Advisor Merger Support service is designed to assist advisors with a peer-to-peer mergers where two practices are consolidated into one – either formally or informally.

Download Info Sheet
Who needs the advisor merger support service?

Our advisor merger support service would be for the owners of the companies merging with one another.
Who should engage for the advisor merger support service?

Owners of the companies involved in the merger should engage in the advisor merger support service.
What is the difference between a merger and an acquisition?

Acquisitions usually have a buyer and a seller. The seller will usually receive a cash payment upfront. Mergers are designed to eliminate a buyer and a seller, though mergers often involve one or more companies being dissolved during the merger process and/or a new company being formed.

What do I need to provide?

We request you complete a simple questionnaire to better understand who the parties are and what your collective goals are in the merger.
Should a valuation be completed in advance?

While not required, most parties in a merger do complete a valuation. If you decide to complete a valuation, it is recommended that each merging party complete a valuation utilizing the same valuation company, approach, and methodologies. It is also helpful if both parties review the data inputs and are included in all correspondence.
How is SRG different?

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.
How do I get started?

Contact us in your preferred method to get started.

(503) 427-9910
Who would I be working with?

David Grau Jr., MBA, Founder & CEO

Learn more about David

Parker Finot, Project Coordinator

Learn more about Parker

What is a merger?

A merger is a combination of two or more companies into one – generally with the idea of creating synergies such as: staff, management roles, increased payouts, etc. and decreasing or eliminating inefficiencies.
What is Advisor Merger Support?

Our Advisor Merger Support service is designed to assist advisors with a peer-to-peer mergers where two practices are consolidated into one – either formally or informally.

Download Info Sheet
Who needs the advisor merger support service?

Our advisor merger support service would be for the owners of the companies merging with one another.
Who should engage for the advisor merger support service?

Owners of the companies involved in the merger should engage in the advisor merger support service.
What is the difference between a merger and an acquisition?

Acquisitions usually have a buyer and a seller. The seller will usually receive a cash payment upfront. Mergers are designed to eliminate a buyer and a seller, though mergers often involve one or more companies being dissolved during the merger process and/or a new company being formed.
What do I need to provide?

We request you complete a simple questionnaire to better understand who the parties are and what your collective goals are in the merger.
Should a valuation be completed in advance?

While not required, most parties in a merger do complete a valuation. If you decide to complete a valuation, it is recommended that each merging party complete a valuation utilizing the same valuation company, approach, and methodologies. It is also helpful if both parties review the data inputs and are included in all correspondence.
How is SRG different?

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.
How do I get started?

Contact us in your preferred method to get started.

(503) 427-9910
Who would I be working with?

David Grau Jr., MBA, Founder & CEO

Learn more about David

Parker Finot, Project Coordinator

Learn more about Parker

Schedule an Appointment

Talk With Our Business Development Team to Learn More

Schedule an appointment to learn more about our merger services.

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