Starter | Premium | Elite | |
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$ 1,500 $ 6 per plan |
$ 3,500 $ 7 per plan |
$ 5,500 $ 29 per plan |
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Best For | |||
Features | |||
Single Point of Contact You will be assigned your team based on several factors, such as package, availability, and complexity of your project. |
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Industry Specific Form Agreement SRG will provide you a form contract tailored for your needs based on the information we gather from you. |
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Contract Revisions We know it's hard to think of everything on the first try and our goal is to always deliver to you a final product that is exactly what you need. Some packages receive revisions to further tailor the deliverable to meet your needs. |
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Industry Resources We don't just want you to have a plan, we want you to understand why you have it and what to do with it. We want this experience to be a success. Therefore, we offer a variety of resources such as guides, checklists, decision trees, whitepapers, and ebooks to ensure have all the tools you need. |
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Consultation Call(s) Consultation calls help us clarify inputs, address your questions, and provide recommendations to ensure that your deliverable meets your needs in real-time. The included calls are appropriate for 90%+ of our client projects. |
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Email Support Sometimes you just have a quick question! We are happy to address any questions, changes, or thoughts via email. |
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Facilitate e-Signature & Digital Archive We will facilitate e-signature for all documents and store them for you up to three (3) years if you need an extra backup. |
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Timeline The timeline for deliverability begins on the date following receipt of full information. |
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Options | |||
Expedite Fee The expedite option reduces the timeline, subject to client cooperation. You will receive premium scheduling opportunities and/or increased turnaround time in between deliverables, following the receipt of full information. |
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Review of Existing Contingency Agreements | |||
Cash Flow Model Our model is designed to illustrate how the deal cash flows based on the terms of the deal, as well as expense and tax decisions. We will provide various scenarios to you in PDF format. |
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