A Strategic Roadmap for Growing Firms
A data-driven review of your business, with a detailed roadmap to fix what's not working.
Know Where Your Business Stands
A Comprehensive Review Built on Data, Not Guesswork
Enterprise Consulting is a full evaluation of your firm across six critical areas: valuation, organizational structure, M&A readiness, compensation, contingency, and succession. You receive a scored assessment and a detailed memorandum with specific, prioritized recommendations — what to do, why to do it, and how to get it done. Our guidance is built on real deal data and decades of experience working exclusively with financial services professionals. We are not affiliated with any custodian, broker-dealer, or platform, so every recommendation serves your business and no one else’s.
Unbiased, Data-Driven Guidance
Our recommendations are built on valuation data and decades of project work across the financial services industry. We are not tied to a custodian, broker-dealer, or platform, so every recommendation is made in the interest of your business, not ours.
A Strategic Roadmap, Not Just Advice
You receive a detailed memorandum with scored assessments across each area of your business, specific recommendations, and a clear path forward — whether you implement independently or engage our team.
Service at a glance:
Enterprise consulting is designed to ensure we have a comprehensive understanding of the issue(s)/concern/opportunity and provide you the recommendations and strategy to optimize. The following are the milestones we work through with every client, big or small:
- Deep Dive: We start by making sure we understand your goals, objectives, and pain points. We seek to understand the scope of the business, organizational structure, financials, existing agreements, and other related materials before we provide detailed recommendations. This is typically facilitated by at least 1 or 2 consultation calls and emails, with any additional consulting provided as needed to understand scope.
- Strategy: Following the deep dive, SRG will provide a detailed written recommendation memorandum. The memo will often include diagrams and flowcharts, a summary of the issue, and detailed recommendations.
- Feedback: After reviewing the memo, SRG will discuss the recommendations, provide context, address any questions from your team, and make refinements as needed, based on the debrief and any additional concerns or considerations.
Upon delivery of the finalized recommendations memorandum, clients will have all the necessary details to take action, either by utilizing SRG’s turnkey programs where applicable or by working with local counsel and/or coaches.
Every engagement is unique, and our team will move at your pace while maintaining a healthy level of pressure to help ensure you meet your target deadlines. For most clients, the discovery process, recommendations memorandum, and feedback/revision process take 2-3 months from start to finish.
Talk With Our Business Development Team to Learn More
We want to learn more about you, your business, and your goals so that we can provide you a personalized proposal. Start by scheduling a consultation so we can begin a dialogue and determine if Enterprise Consulting is right for your firm.
A Dedicated Lead, Backed by the Full Team
You have a dedicated project manager from first conversation through final delivery. The right specialists are brought in as your engagement requires.
A 360-Degree View of Your Business
Valuation, entity structure, compensation, M&A readiness, and succession are evaluated together because in a complex business, no single issue exists in isolation.
A Roadmap You Can Actually Use
The memorandum you receive is built to stand on its own. Specific enough to act on and clear enough to share with your attorney, CPA, or coach.
The Result
A comprehensive Enterprise Consulting Memorandum with scored assessments, detailed recommendations, and a clear implementation sequence across every functional area of your business.
We recently worked with SRG and the experience was outstanding. The entire process was easy, clear, and highly professional. Their team demonstrated excellent communication, attention to detail, and a strong understanding of our needs. They guided us through each step seamlessly, ensuring everything was handled efficiently and accurately.
— Susan R.
If you own an an advisory firm, I would highly recommend SRG. It is critical to your business to know the industry valuation. And SRG is very thorough.
— Doug W.
I am very happy with the service provided by SRG. They are very professional, and the report was very helpful and informative. I highly recommend working with SRG to get a clearer picture on what your practice is worth.
— Gerald P.
Book a Consultation
Not sure if Enterprise Consulting is the right fit, or where to start? Book a discovery call and we’ll help you determine the best path forward for your firm.
View Pricing & Service Overview
Download our Enterprise Consulting service overview to view pricing, what’s included, timeline, and how the process works.
.
$10,000
Frequently Asked Questions
Enterprise Consulting is designed for firms that have experienced enough growth that their business has become more complex than they can easily manage on their own. Most clients are in the $3M+ revenue range, but the real indicator isn’t size. It’s whether your challenges have outgrown simple fixes. If you’re dealing with entity structure questions, compensation model design, multi-generational ownership, or preparing for a future transition, this service was built for firms like yours.
Most coaches focus on accountability, not implementation. And most home office or custodian guidance comes with built-in bias toward their own products and platforms. SRG is independent. We are not affiliated with any broker-dealer, custodian, or technology platform, so our recommendations are based entirely on what is best for your business. Our team also brings expertise in areas most coaches do not touch: tax structure, entity design, compliance, and legal considerations that directly impact your growth and succession options.
That is exactly what Enterprise Consulting is designed for. We start with a detailed discovery process to understand your business, your goals, and your pain points. From there, we evaluate six core areas of your firm and deliver a prioritized set of recommendations so you know what to address first, why it matters, and how to get it done. You do not need to have the answers before reaching out. That is our job.
You will have a dedicated project lead from start to finish, supported by a team with deep expertise across valuation, entity structure, compensation, M&A, and succession planning. The right specialists are brought in based on the specific needs of your engagement. You are not handed off between departments. One person owns your project and stays with it through final delivery.