Advisor-Approved M&A Consulting
Deal Support Services for Financial Professionals
Complete your deal quickly, efficiently, and with maximum synergy between both parties. Our team of dedicated experts will guide you through all facets of your deal, from compliance and financing models to tax considerations and contracts. We will provide the guidance, perspective, and resources you need to complete the deal and find a win-win for all parties.
Our goal for every client is to ensure they have the ability to make every decision with full information and to get the deal done right the first time.
M&A Consultants with RIA Expertise
Pro Resources to Support Your Deal
Deal Support Service at a Glance
Our deal support service includes:
- One-on-one consulting with in-house experts (for our Premium and Elite solutions)
- Customized contracts, specific to your industry, to complete your transaction
Depending on the level of support and service needed, our team of experts can help guide you through the transaction, providing resources and guidance, or simply provide the agreements you need for the deal you’ve negotiated.
The turnaround for this service tends to be driven by you — as the buyer and seller. To ensure a successful deal and transition, we do not believe in rushing the process; however, we can generally provide you complete contracts within 15 calendar days.
Fill out our contact form, call us, or schedule a call.
Deal Support Pricing
Starter
Premium
Elite
$5,500
$8,000
$12,000
Best For
Type of Practice
Features
3 Revisions
Options
$4,000
.
$5,500
Best For
Features
Options
.
$8,000
Best For
Features
Options
.
$12,000
Best For
Features
Options
Frequently Asked Questions
We request you complete a short questionnaire. The questionnaire received will depend on the selected service tier to ensure optimized efficiency of data gathering. This helps get the basics out of the way up front.
SRG is not a law firm. While we do have attorneys on staff that you may work with during your project, we are not acting as your counsel. However, all of our contracts have been prepared by our external counsel and are regularly reviewed by our client’s and bank’s attorneys, as well as broker-dealer and custodial counsel.
We strongly encourage all clients to work with your counsel to do a high-level review of the contracts from your perspective. Given how many times our contracts have been used and evolved, there are rarely any changes requested, but since SRG is not acting as your counsel, it is our recommendation to have a review done once the agreements are completed, but before you sign.
We know your industry and have worked on these types of projects hundreds of times. And, we have the resources and strategies to help you, saving you time and money. This is the experience we bring to each client’s project.
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 solution as the industry changes.
We are neutral. We are not affiliated with a broker-dealer or custodian and can provide the advice that is best for you. We also pride ourselves on service – providing high-touch, high-quality solutions to our clients.
Parker Finot, Project Manager
Learn more about Parker
David Mueller, Project Administrator
Learn more about David
