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.
Consulting
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.
Resources
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.
Linda F.
All three people with whom I worked listened, responded and were eventually able to help me get through the sale of my deceased husband’s and my practice. My husband and I were a team, I just was not licensed and part of the advice side. This contract negotiation proved to be an emotional process for me, after working together in our practice for 20 of the 42 great years I had with my husband. As I am at retirement age, this sale will make or break my later years, sorting this deal out to protect both me and my family and my business partner/his family, and our practice and clients was extremely important to me. The people at SRG were patient, did not rush me until I was able to make decisions following the death of my husband, then speed things up when I was ready! I am most appreciative of the help received from SRG.
Kerwyn E.
I have used SRG in the past and was happy with past service so decided to use you again. Initially I felt the amount charged for the service was a bit excessive and was not sure if I would get that value but after working with Nicole Frey for past few months I am so happy I decided to pay the fee and go with SRG. Nicole’s professionalism and knowledge of the industry was invaluable to me as a seller. I really do not know what I would have done without her helping me as we had many bumps along the way and each time she was able to help me sort through the challenge and get me back on track. She was excellent and represented SRG in the highest level possible. Even the attorney I hired had great things to say about her. Please express my gratitude to her!!!
April D.
We had established an aggressive timeline for our practice sale/purchase but were able to reach the goal with SRGs responsiveness and accommodative nature. We would not have reached the goal without them. They were very accessible throughout the process and always had time for us. I appreciated their professionalism, expertise and familiarity with the practices and terminology of our broker-dealer. A special thanks to Nicole and Erik.
John P.
Many thanks for the great service! Your team has done a great job of follow up and quick turn around with our firm.
When we started out, I thought this would be a “cookie cutter” process. As it turned out, with your many revisions we requested, it was anything but.
Thanks to all.
Chris R.
Dave did a great plan for us. We are in year 2 of a 5 year buy sell. Thanks for everything.
Laurel R.
Nothing but great things to say about SRG! They have their process down and they have made a complex business transition as smooth and seamless as possible. All I can say is THANK YOU!
SteVan G.
David Grau Jr., MBA spoke at a Industry Conference on Succession in 2015 and I immediately know I was dealing with a talented specialized professional. After engaging with David, he was in fact was extremely knowledgeable, professional, experienced, and specialized, which I needed and appreciated during the entire acquisition process. Buying a large practice was extremely stressful, but David and his Team brought great confidence to me and my Team. After the engagement offer letter was accepted, Erik Pahlow and Nicole Frey picked up the contract details of both parties. The Buyer and Seller were both served in a professional and specialized manner. SRG was exactly what we needed in a large or small practice deal! In fact, knowing SRG was handling the deal gave the Bank and SBA Lender gave great comfort. Thank you Team SRG.
Jeff S.
I just wanted to take a moment to thank you [Nicole] and Succession Resource Group for representing our firm in our most recent practice acquisition. You and your team did a great job helping us navigate through the myriad of issues that came up during our negotiations. We look forward to the next one.
Jason R.
Aside from managing your clients’ assets, transitioning your book of business is as important a decision for you and the client that you will ever make. SRG allowed me to get a view of my book of business that would never have been possible without them. I can say without a doubt that SRG gave me and the buyer confidence that we both were getting a fair shake. I would recommend them to anyone.
Jack L.
“The sale of my book has closed. I want to thank the two of you [David Grau Jr. & Erik Pahlow] for all your help. I think my desire to sell increased after I met Erik and could see that a sale was not only possible but probable. I am very comfortable with my choice of partners going forward and feel it is a good fit….Again thank you very much. I am not sure I could have/would have done it without you.”
Eugene K.
I just want to THANK YOU personally for your help, your professionalism and ALL of your hard work getting this deal completed. I would highly recommend you and SRG with helping me through this. This process was unnerving but with you walking me through this it seemed very easy.