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Merger or Sale: The Right Path for Your Exit
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Merger or Sale: The Right Path for Your Exit
Watch the Replay Should You Merge or Sell? The Right Exit Depends on Your Goals, Not Your Size. In this
How RIA Valuations Work: What Drives Your Number
Author “Is my practice worth 15x?” If you have spent any time around other advisors lately, you have probably heard some version
How to Get “PE Value” With or Without PE
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How to Get “PE Value” With or Without PE
Watch the Replay https://vimeo.com/1208241907?share=copy&fl=sv&fe=ci Can You Get Private Equity Value Without Selling to Private Equity? In this session, Succession Resource
Inside SRG’s Talent Strategy Report: Compensation Benchmarks for Advisors
The Talent Strategy Report at a Glance The Talent Strategy Report (TSR) is SRG’s annual compensation and staffing benchmarking report
5 Most Common Post-Transition Roles
Download Your eBook! Uncover Your Post Sale Potential. You have many post-transition opportunities – from helping develop and analyze investment
Building Your Team for Succession Success
Watch the Replay Does Your Team Structure Support Your Succession Plan? In this webinar, Succession Resource Group’s Julia Sexton, CVA,
Building Your Team for Succession Success
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How to Make a Merger a Growth Move: A 5-Step Roadmap for Advisory Firms
For many financial advisory firm owners, growth eventually hits a ceiling. Organic client acquisition slows, operational demands pile up, and
Financial advisor pay is ‘one of the most powerful strategic levers’ for RIAs
By: Tobias SalingerPublishing Date: March 17, 2026 Far from simply being a recruiting and retention tool, financial advisor compensation plans
Grow Your Advisory Firm Without Limiting Your Exit Options
Growth builds momentum. It creates new opportunities, expands your client base, and can increase enterprise value. But growth also forces
SRG Entity Support: More Than an Entity Filing
Many financial advisors assume entity formation is a simple filing, but the decisions made at the ownership, tax, and governance
Financial Advisor Compensation Guide for Advisory Firm Owners
Compensation is both the engine that drives a service-based advisory firm and the issue that keeps firm owners up at
Equity Explained: How to Incentivize, Retain, and Transition Ownership
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Equity Explained: How to Incentivize, Retain, and Transition Ownership
Watch the Replay What’s the Best Way to Use Equity to Reward, Retain, and Transition Key Talent? In this webinar,
Your 5-Step Merger Roadmap for Advisory Firms
The 5-Step Merger Roadmap for Advisory Firms Considering a merger but not sure where to start? This free infographic breaks
SRG’s Ensemble Process for Northwestern Mutual Teams
A step-by-step guide to forming a structured, scalable ensemble practice within Northwestern Mutual. This resource outlines SRG’s four-phase process, covering
How to Make a Merger a Growth Move
Watch the Replay Is a Merger the Right Growth Move for Your Advisory Firm? In this webinar, Succession Resource Group’s
The Silent Risk Healthy Advisors Never See Coming
Why waiting until you feel ready puts your practice value, clients, family, and successor options at risk—and why the strongest
Mergers and Acquisitions 101: M&A for Financial Advisors
Originally Published on November 18, 2020 What Exactly Is M&A? The term “mergers and acquisitions” (M&A) broadly refers to the
Financial advisor pay is ‘one of the most powerful strategic levers’ for RIAs
By: Tobias SalingerPublishing Date: March 17, 2026 Registered investment advisory firms or other advisory practices must create career paths and
2026 Advisor M&A Highlights Infographic
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