SRG has the experience and resources to help create a plan to ensure your clients are taken care of, preserve the business and value you have worked so hard to build, and protect your beneficiaries. Whether you are creating a contingency plan to sell the business at the time of your passing or disability, do not have a contingency partner, or creating a written plan with a partner, key people inside your company, a peer/competitor, we can help by leveraging our years of experience, industry specific form agreements, and passion for helping advisors.
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Great experience, very thorough and customized solutions for my succession planning and entity needs. Thank you!
Everything about this project went completely as anticipated. The only reason it took as long as it did to complete was due to changes in my practice that I had to deal with before consummating the Contingency Agreement. I look forward to working with SRG in [the future].
It was very nice to work with David, Nicole and SRG. I look forward to discussing other related issues regarding my practice in the future!
I received a lot of value going through my appraisal and contingency planning process with SRG. I didn’t have to search for a lawyer separately to set up a contingency agreement following the appraisal and pay them to figure out my business. I got a compressive service from SRG and it was a great experience. I recommend SRG to any financial advisor who is looking at getting their practice appraised and needing to set up a contingency agreement.
Your [contingency plan] service has been professional, helpful and efficient. The process was much easier and less time consuming for me than I expected.
My interest in needing SRG was putting together a servicing agreement, with an option to purchase my practice contained within the contract. David Grau Jr. and his team were very helpful and patient with the entire process. All questions, concerns, and suggestions were handled with the utmost of care. I wouldn’t hesitate going back to SRG for anything else I may need in the future.
The streamlined process assisted my partner and I to evaluate our practice versus our peers in structure and process. This assisted us to work on ways to increase the value of our practice. After the valuation of the practice we expressed our concerns of the lack of contingency plans for our practice. Within a couple of interviews and revisions the contingency plans were complete, now our practice succession plan is in a place that protects the partners, staff, families, and the clients was complete.
I feel confident in your ability to protect my wife’s interest in my absence. She no longer worries about having to sell the practice on her own and for which she is not equipped to do.