Annual Programs
Entity Maintenace Program (EMP)
Proper maintenance of an LLC or corporation for your financial services business is key if you wish to preserve your personal liability protection, ensure compliance with laws and regulations, execute strategic business decisions with ease, and reduce the potential of a partnership dispute. To simplify this process once a formal entity structure has been established, SRG provides the support you need to properly maintain your entity.
Annual Valuation Program (AVP)
Our Annual Valuation Service gives RIAs, CPAs, and advisors a clear, objective view of their firm’s value—year after year. Backed by decades of M&A experience and the industry’s largest deal database, we deliver accurate, data-driven insights to support your growth and planning. With no ties to broker-dealers or aggregators, you can count on an unbiased opinion of value—plus expert guidance to help your business grow in value over time.
Entity Support
Our team will assist you with the proper maintenance of your entity and provide easy-to-use tools to implement decisions and changes and educational resources to keep you updated on any entity-related requirements.
Business Valuation
We’ve completed thousands of valuations and facilitated hundreds of deals for advisors — all without ties to broker-dealers, custodians, or industry aggregators. Our independence means you get a truly objective opinion of value, backed by the industry’s largest proprietary database of real-world transactions.
Entity Maintenace Program Materials
Explore Top Resources Below
Ultimate Annual Entity Maintenace Checklist
Choosing the Right Entity Structure
Entity Maintenance Program Overview
Stay organized, reduce risk, and prep for growth—perfect for RIAs and growing firms.
Learn the pros and cons of common structures—plus get a bonus checklist for financial advisors.
Stay compliant, protected, and ready for what’s next. Download the overview to see what’s included.
Annual Valuation Program Materials
Explore Top Resources Below
Sample Valuation Reports
When to Get a Valuation
Take the Quiz
Explore sample reports (no real client data) and find the right fit with our Starter, Premium, or Elite tiers.
Six key events—from sales to succession—where the right appraisal matters.
Take our quick quiz to find the right tier for your goals and business stage.
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