| Premium | Elite | |
|---|---|---|
|
$ 18,000 $ $9,000 per participant |
$ 30,000 $ $15,000 per participant |
|
| Best For | ||
| Type of Practice | ||
| Revenue Size | ||
| # of Contributing Entities Pre-Merger (Total) | ||
| Features | ||
| Single Point of Contact | ||
| Industry Specific Questionnaire | ||
| Owner Compensation Researched-backed guidance on owner salary and profit sharing. |
||
| Entity Formation | ||
| Industry Specific Form Contracts | ||
| Documents Revisions We know it's hard to think of everything on the first try. Each package receives at least one document revision to ensure the final product is exactly what you need. |
||
| Industry Specific Resources | ||
| Consultation Calls | ||
| Email Support | ||
| Coordination with Tax/Legal Counsel | ||
| Merger Implementation Plan A guided series of meetings and checklist focused on the practical elements of seamlessly combining firms. |
||
| Pro forma Cash Flow Model | ||
| Timeline The timeframe is a general estimate based upon the milestones that need to be completed as well as the number of calls and scope of work to make that happen. For clients that are motivated and/or good at making decisions, it is possible to complete the project in less time. Should delays come up, or you need time to make decisions, our projects remain active and open for up to a year after you engage. |
||
| Options | ||
| Expedite Fee The expedite option reduces the timeline, subject to client cooperation. You will receive premium scheduling opportunities and increased turnaround time in between deliverables. Premium mergers will be delivered within 3 months and elite mergers will be delivered within 5 months, following the receipt of full information. |
||
| Customized Owner Comp Plan Research-backed guidance and recommendations on owner salary, variable compensation alternatives, profit sharing, and bonus structure through an interactive model tied to the goals of the firm. |
||
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MyCompass
Whether you are a team of 1 or 100, SRG's open market of seller listings is at your fingertips in MyCompass.
Sign up for our free membership to complete a buyer profile and express interest in any listings you want to bid on. If you are a good fit, we will contact you to begin the deal process.
It is that simple.
