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Understanding Valuation Outcomes: Why Your Practice’s Value Depends on the Buyer
Author Ryan Grau, CVA, CBA, Director of Valuations Ryan Grau is the Director of Valuations at Succession Resource Group. He
Why Every Financial Advisor Needs Annual Entity Maintenance
Authors Annual entity maintenance is the difference between a business structure that protects you and one that quietly exposes you
Selling in the Next 3-5 Years? What You Need to Do Starting Now
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Selling in the Next 3-5 Years? What You Need to Do Starting Now
Watch the Replay Transcript David Grau Jr.: Alright, good afternoon, everyone. Give everyone just a second here. I can never
Advisor Compensation Plans: The B.B.P. Model for RIAs
Authors “Firms rely on an outdated playbook.” Most advisory firms still pay advisors on decades-old revenue-based models designed for solo
Merger or Sale? Finding the Right Path for Your Exit
Authors “It depends on your objectives.” The right exit path for your advisory firm depends on your objectives, not your
Sloppy books, dirty data can undermine RIA sales or mergers
By: Tobias SalingerPublishing Date: August 20, 2026 Before embarking on a succession plan through a merger or sale, registered investment
How to Use Equity Compensation to Boost RIA Valuation and More
By: Tobias SalingerPublishing Date: June 1, 2026 Deciding to pay a current or future partner in equity is only the
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
Last Updated: August 25, 2026 Author “What comes next?” For many financial advisory firm owners, growth eventually hits a ceiling.
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
Last Updated: August 25, 2026 Authors Growth builds momentum. It creates new opportunities, expands your client base, and can increase
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
Last Updated: August 25, 2026 Author What’s “Fair” Advisor Compensation? Compensation is both the engine that drives a service-based advisory
Equity Explained: How to Incentivize, Retain, and Transition Ownership
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