Our Financial Advisor Comprehensive Appraisal provides a deep and comprehensive level of valuation analysis of your business, combining SRG's unique knowledge of the financial services market and our proprietary/robust database of actual comparable sales data to provide a valuable market based analysis, as well as valuing the business using the traditional appraisal methods - income and asset based approaches. This combination of valuation approaches allows us to provide you with a complete understanding of the value of the business, as well as highlighting key value drivers and detractors based on current industry trends.
The FA Comprehensive Appraisal is the ideal solution for:
For larger enterprises ($3-5 million gross+ annually) where a buyer/successor would acquire the entire business as a going concern.
Internal Succession Plan
For those selling the business internally to a key successor or wanting to know the value of the business based on the profitability of the company?
For advisors operating an Office of Supervisory Jurisdiction (OSJ) or shared office/service platform of any size where an infrastructure will be part of the transition.
The streamlined process assisted my partner and I to evaluate our practice versus our peers in structure and process. This assisted us to work on ways to increase the value of our practice. After the valuation of the practice we expressed our concerns of the lack of contingency plans for our practice. Within a couple of interviews and revisions the contingency plans were complete, now our practice succession plan is in a place that protects the partners, staff, families, and the clients was complete.
“The [valuation] report is one of the best reports that I have ever seen. Yes, it is about me and that helps my enthusiasm. The phone call Eric did with my family and I was wonderful.”
The process was thorough, professional and a very good value. I came away with a clear understanding of both where I excel as a business owner and the areas that I need to spend more time on in order to improve the value of my practice.
We got really excellent service from Erik and he was extremely professional and knowledgeable. He provided additional insights over and above the documented valuation that really explained the methodology and value drivers. We will certainly engage SRG again in the future.
Was in need of a Business Valuation and the first step to my Succession Plan. This was done easily and efficiently. Now we plan to move onto having SRG help us with our Deal Support when we are ready.
You all did a great job. I was looking for an outside valuation of the firm as I contemplate my next business decision, expansion and growth strategy going forward. Thanks for all your help. You have provided me fantastic information.
I am looking forward to utilizing more of your services for the next level when I decide to transition out of the business!
Erik was fantastic! His insight and advice was valuable and objective and most importantly spot on accurate. Great Experience!!
I am very pleased so far. We intend to keep working with you in transitioning our business. Mike and I will know soon in which capacity,
You have an excellent program to value practices. I only wish I had gone through this process about four years ago. Thank you for your help in working with me on this process of business valuation.