Best Practices: Creating a Business Death/Disability Plan
What would happen to your business, your clients and the value of the company, if something where...
We can help you complete a deal. Where are you right now in your process?
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Whether you are a team of 1 or 100, SRG's open market of seller listings is at your fingertips in MyCompass.
Sign up for our free membership to complete a buyer profile and express interest in any listings you want to bid on. If you are a good fit, we will contact you to begin the deal process.
It is that simple.
Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...
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.
Whether this is your first acquisition/sale, or you are a seasoned professional working on another deal, if you are seeking support for a deal, in a collaborative format, SRG's turnkey deal support services will help you get the deal done.
After years of working in M&A with advisors and broker-dealers, SRG has created and evolved the industry's most robust and easy-to-use resources to get deals done.
Our deal support services for financial advisors will ensure a smooth transition for all parties involved, providing you the resources and expertise needed to get the deal across the finish line.
Our deal support service includes:
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.
Our deal support services are designed to help a buyer and a seller complete a deal and make informed decisions, provide customized solutions, and tailored contracts to get the deal done. We offer a range of solutions, from the DIY solution (Starter) where we'll provide you the agreements you need for your deal, to the Elite solution where our team will guide you every step of the way.
Our deal support is for a buyer and a seller committed to completing the transactions with one another. Some clients have already agreed upon a few of the deal terms, others are just getting started. If you have everything already figured out and just need the agreements, our Starter or Premium solution is perfect. If you need/want more guidance, our team is here to help with our Elite solution.
A valuation is not required to complete deal support, but may be required by a lender if you use third-party financing.
Check out our sister site – LendingWell to learn more about lending requirements and find the perfect lender for your deal.
No. Our goal with deal support is to provide non-advocacy support to both buyer and seller. As a result, we request that all communication include all parties. We strive for complete transparency.
We request you complete a short questionnaire. The questionnaire includes 3 sections to complete: Buyer Information, Seller Information, and Deal Information. 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 dozens 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.
David Grau Jr., MBA, Founder & CEO
Parker Finot, Project Coordinator
Our turnkey deal support is to help a buyer and a seller complete a deal with informed decisions, customized solutions, and tailored contracts.
Our turnkey deal support is for a buyer and a seller committed to completing the transactions with one another.
We strongly encourage that the buyer and the seller each engage in the turnkey deal support service together.
You will receive one-on-one consulting through Zoom, telephone call(s), and emails and customized contracts to complete your transaction. You may also receive additional resources to assist with completing the deal, which may include models, customized research, contracts, checklists, etc. All calls are completed by an experienced team of SRG.
A valuation is not required to complete a turnkey deal support, but may be required by a lender if you use third-party financing. Check out our sister site – LendingWell to learn more about lending requirements and find the perfect lender for your deal.
No. Our goal in the turnkey deal support is to provide non-advocacy support to both buyer and seller. As a result, we request that all communication include all parties. We strive for complete transparency.
We request you complete a questionnaire [link to questionnaire sample]. The questionnaire includes 3 sections to complete: Buyer Information, Seller Information, and Deal Information.
SRG is not a law firm. While we do have JDs on staff, we do not act as your counsel. However, all of our contracts have been prepared by our external counsel and are regularly reviewed by peers attorneys, as well as broker-dealer, custodial, and lender attorneys. Additionally, we focus solely on the financial services industry and proactively update our contracts for any nuances that arise.
We strongly encourage all clients to work with your counsel to do a 3,000 foot review of the contracts.
SRG focuses solely within the financial services industry.
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 product as the industry changes.
We are neutral. We are not affiliated with a broker-dealer or custodian.
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.
David Grau Jr., MBA, Founder & CEO
Parker Finot, Project Coordinator
What would happen to your business, your clients and the value of the company, if something where...