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...
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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...
Your people are the force driving your firm's success. They are also the key to the success of any long-term succession or growth strategy. As a supporting element to our M&A work, we can provide key employment resources to help you navigate team development best practices and ensure that your business is protected.
Protecting and motivating your employees is essential to retaining a strong team and maintaining a valuable enterprise. Improve recruitment and selection strategies & instill winning performance management techniques.
We leverage industry-specific compensation strategies from our valuation data, combined with industry information from other sources, to help you determine the compensation tools appropriate for a particular position.
Managing your human capital is mission-critical to your firm's continued success and eventual succession plan. We help financial advisors excel at team development and HR best practices.
We offer three service packages based on your needs. At a minimum all of our employment services include:
Depending on your package, we guarantee your employment documents between 15 days to 30 days following receipt of complete information. Most revisions are turned around within 48 hours, depending on the complexity of your request.
Our employment resources service is designed to provide you with customized solutions for your employees to ensure your business is protected, your employees know what to expect, and you can continue to grow the company.
Our employment resource service is for all business owners who have one or more employees and/or independent contractor employees.
The business owner should engage in the employment resources service.
We discourage you from including staff members on these calls.
We request you complete a questionnaire. The questionnaire includes 3 sections to complete: Employer Information, Employee Information, and Benefits Information.
We are happy to include language in the employment agreements referencing your current phantom equity plan. However, if you need to create a phantom equity plan from scratch for your employees, this would be under our Equity Sharing Plan services.
This varies based on the resources you receive and is totally up to you as an employer. Best practice would be to review everything annually. We offer an annual check-up service, if you wanted to run something by us or receive an update.
SRG is the best at what we do.
We focus 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.
We pride ourselves on service - providing high-touch, high-quality solutions to every client every time.
Nicole Frey, CFP®, Project Manager
Hattie Everroad, J.D., Project Administrator
Gracie Jaeger, Project Administrator
Our employment resources service is designed to provide you with customized solutions for your employees to ensure your business is protected, your employees know what to expect, and you can continue to grow the company.
Our employment resource service is for all business owners who have one or more employees and/or independent contractor employees.
The business owner should engage in the employment resources service.
You will receive one-on-one consulting through Zoom, telephone call(s), and emails and customized solutions designed for your needs. These resources may include: Employment/Affiliation Agreements Executive Employment Agreements, Employment Agreements, Compensation Research, or an Employee Handbook. All calls are completed by an experienced team of SRG.
We discourage you from including staff members on these calls.
We request you complete a questionnaire [link to questionnaire sample]. The questionnaire includes 3 sections to complete: Employer Information, Employee Information, and Benefits Information.
This varies based on the resources you receive and is totally up to you as an employer. Best practice would be to review everything annually. We offer an annual check-up service, if you wanted to run something by us or receive an update.
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.
Nicole Frey, CFP®, Project Manager
Hattie Everroad, J.D., Project Administrator
Gracie Jaeger, Project Administrator
What would happen to your business, your clients and the value of the company, if something where...