Turnkey Deal Support

For advisors that already have a successor chosen, Succession Resource Group's Turnkey Deal Support includes everything you need to complete your deal. SRG’s experts will guide you through all facets of evaluating and understanding your deal. From compliance and financing to the tax considerations and client communication process, we ensure you make every decision with full information, then help you efficiently build your agreements to support the deal, leveraging SRG's industry specific field tested agreements (customized for your particular deal).

With the best resources and most knowledgeable team in the industry, SRG can support your deal acting as either your advocate (Buyer/Seller representation), or working with both sides collaboratively to help you get your deal done.

Succession Resource Group_Due Diligence Checklist


Our team of experts will help you make every decision with full information. We will consult with you on the most effective ways to structure your deal, advisor value and valuation, payments and financing, tax strategies, compliance, and client transition strategies for advisors.

Financial Analysis

Leveraging our expertise, comparable sales and pro forma deal models we will help you ensure you understand all aspects of your deal before proceeding, including estimated before and after tax results for both parties.


We will leverage our library of form contracts and checklists to ensure you complete your deal efficiently. We will provide industry specific, customized form agreements, then coordinate with your professional counsel to ensure you are well advised.

Transition Support

The final step in the process to help plan the transition process and timeline, including providing sample letters and other resources to communicate with your trusted clients.