FA Appraisal_Header-1

FA Appraisal

Comprehensive Analysis
for Larger Firms

Certified Appraisals by Industry Experts

Our comprehensive appraisals leverage years of experience and knowledge of the financial services market, combined with a proprietary and robust database of actual comparable sales data, to provide larger firms with a complete and accurate picture of the fair market value of their business. We then supplement this market-based approach with traditional asset-based and income-based appraisal methods.

Financial Advisory Appraisals

Proprietary Approach

Our robust database of actual comparable sales data is a valuable tool for market-based analysis. Combined with traditional appraisal methods, we are able to provide advisors with a comprehensive view and understanding of the full value of their business.

Dedicated to Your Success

Larger advisory firms undergoing appraisals often have multiple owners and multiple service offerings operating under multiple entities. With decades of experience, we are able to fully understand the value of your firm & provide you with the most accurate appraisal possible.

Service at a Glance

Our Appraisal provides you with the three most common valuation approaches for advisors — the Asset, Market and Income Approach — and then weighs theses approaches based on a variety of factors unique to each client and situation.

What's included?
Our Appraisal service includes:
- Unlimited consultation
- Certified Valuation Report, including a value based on all three methodologies (asset, income, and market)
How long is the process?

We guarantee the appraisal within 60 calendar days following receipt of complete information.

If you need the appraisal sooner, we do have expedited options.
How to get started?

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

(503) 427-9910

SRG Appraisal Testimonials

Was in need of a business valuation and the first step to my succession plan. This was done easily and efficiently. Now we plan to move onto having SRG help us with our deal support when we are ready.

— Edward S.

You all did a great job. I was looking for an outside valuation of the firm as I contemplate my next business decision, expansion, and growth strategy going forward. Thanks for all your help. You have provided me fantastic information.

— Bennett W.

You have an excellent program to value practices. I only wish I had gone through this process about four years ago. Thank you for your help in working with me on this process of business valuation.

— Thomas E.

Pricing

	Elite	Elite
	$ 15,000 $ 6 starting at	$ 15,000 $ 7 starting at
Features
Single Point of Contact You will be assigned your team based on several factors, such as package, availability, and complexity of your project.
Certified Valuation Our appraisers hold the Certified Valuation Analyst (CVA) Designation awarded by the National Association of Certified Valuators and Analysts (NACVA).
Industry Specific Questionnaire The questionnaire and additional details requested are designed to ensure your deliverables are comprehensive and tailored to your needs.
Consultation Call(s) Consultation calls help us clarify inputs, address questions, and provide recommendations to ensure that your deliverable meets your needs in real-time.	Unlimited Calls	Unlimited Calls
KPIs & Benchmarking Our goal is to always provide areas for increased value. We not only want you to know the value of your firm, but also how you compare to your peer group using specific key performance indicators (KPIs) and benchmarks such as average household size, number of personnel, and average client age.
Timeline	60 Days	60 Days

Frequently Asked Questions

What is an appraisal?

An appraisal is a certified valuation report using one or more approaches, such as the asset-based approach, income-based approach, or the market-based approach to identify the value of your business.
Who needs an appraisal?

Appraisals are best for larger firms (greater than $1b in AUM), firms with multiple owners (3 or more), or firms with multiple service offerings under multiple entities (e.g. advisory firm, CPA practice, OSJ). An appraisal may also be most suitable for purposes of a divorce, partnership dispute and, formal estate planning purposes.
Who should engage for a valuation?

We strongly encourage that the subject practice engage in the valuation.
What do I receive if I engage?

You will receive intake call(s), a certified valuation report either oral or hardcopy, and a debrief call. All calls are completed by an experienced SRG expert certified in valuations.
What do I need to provide?

We request you complete a valuation questionnaire , five-years of financials (Profit & Loss and Balance Sheet), organizational documents, etc. The questionnaire has 9 sections to complete: General Information, Company Information, Technologies, Owner, Personnel, Expenses, Revenue, Client Information, and Client Communication. Additional information may be requested.

Where do I get the information you need?

We have relationships with many of the broker-dealers. We may be able to provide you guidance on specific reports that will help get you the information you need. Or, during the intake call, we may be able to provide alternative solutions to gathering the data or figuring out the appropriate inputs to use.
How often should I complete a valuation?

In general, business owners should complete a valuation annually. However, you may want to receive a valuation more or less frequently depending on your situation.
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!

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

Kristen Grau, CPA, CVA, Executive Vice President

Learn more about Kristen

Ary Aptin, CVA, Valuation Analyst

Learn more about Ary

John Roxburgh, Project Administrator

Learn more about John

Frequently Asked Questions

What is an appraisal?

An appraisal is a certified valuation report using one or more approaches, such as the asset-based approach, income-based approach, or the market-based approach to identify the value of your business.

Download Valuation Info Sheet
Who needs an appraisal?

Appraisals are best for larger firms (greater than $1b in AUM), firms with multiple owners (3 or more), or firms with multiple service offerings under multiple entities (e.g. advisory firm, CPA practice, OSJ). An appraisal may also be most suitable for purposes of a divorce, partnership dispute, formal estate planning purposes may prefer additional methodologies.
Who should engage for a valuation?

We strongly encourage that the subject practice engage in the valuation.
What do I receive if I engage?

You will receive intake call(s), a certified valuation report either oral or hardcopy, and a debrief call. All calls are completed by an experienced SRG expert certified in valuations.
What do I need to provide?

We request you complete a valuation questionnaire, five-years of financials (Profit & Loss and Balance Sheet), organizational documents, etc. The questionnaire has 9 sections to complete: General Information, Company Information, Technologies, Owner, Personnel, Expenses, Revenue, Client Information, and Client Communication. Additional information may be requested.
Where do I get the information you need?

We have relationships with many of the broker-dealers. We may be able to provide you guidance on specific reports that will help get you the information you need. Or, during the intake call, we may be able to provide alternative solutions to gathering the data or figuring out the appropriate inputs to use.
How often should I complete a valuation?

In general, business owners should complete a valuation annually. However, you may want to receive a valuation more or less frequently depending on your situation.
How is SRG different?

Our valuations are completed by credentialed, industry experts. Not only are we qualified to complete a certified valuation report, but SRG focuses 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.
How do I get started?

Contact us in your preferred method to get started!

info@successionresourcegroup.com

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

Kristen Grau, CPA, CVA, Executive Vice President

Learn more about Kristen

Ary Aptin, CVA, Valuation Analyst

Learn more about Ary

John Roxburgh, Project Administrator

Learn more about John

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Schedule an appointment to learn more about our valuation services.

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