Employment Agreements Overview
Attract talent, protect value, and preserve long-term flexibility.
Defined Structure. Practical Implementation.
SRG’s Employment Agreements service is designed for financial services firms that need industry-tailored agreements built for their specific roles, compensation structures, and team dynamics. Poorly drafted or inconsistent agreements create risk — SRG establishes clear, logically sound agreements tailored to each role, ensuring consistency, minimizing risk, and supporting long-term team development. Every engagement is led by credentialed specialists with deep expertise in financial services firm structure and HR strategy. The service overview below is an interactive document outlining available tiers, scope, timeline, pricing, and the team leading your engagement.
Frequently Asked Questions
Our HR Solutions – Employment Agreements service is designed to provide you with industry-tested and personalized solutions for establishing a core set of documents and procedures that ensure consistency and ease of ongoing human capital management.
Our HR Solutions – Employment Agreements is ideal for growing firms with key client-facing employees or contractors, where the owner is ready to add structure and formality to protect the business, both now and in the long term.
The business owner and/or key operations management staff should engage in the HR Solutions – Employment Agreements service.
We discourage you from including general staff members on these calls, at least initially. It is common to include key operations management staff; however, it is still discretionary.
We request you complete a questionnaire and provide any/all relevant documentation on your current employment/contractor relationship and previously established commitments.
We are happy to include language in the employment agreements referencing your current equity sharing strategy(s). However, if you need to create an equity sharing plan from scratch for your employees, this would fall under our Equity Sharing Plan service.
Reviewing your team’s agreements annually is considered best practice, though timing can vary based on your resources and preferences as an employer. We recommend incorporating our annual compensation and staffing research service into your broader yearly review process to stay aligned with industry standards.
Contact us!
(503)427-9910
Julia Sexton, CVA, Director of Strategic Organizational Planning
Courtney Sobkow, Project Coordinator
