Breaking the Cycle: Compensation Strategies That Protect Value & Drive Growth
Watch the Replay Related Resources The Financial Advisor HR Toolkit Get Your Copy → 12 Key Reasons to Get Your Practice Valued Annually Check Out the Article→ The Why, Who & How of Equity Sharing Download Now → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
5 Must Have Items for Your Equity Grant Plan
Thinking about granting equity to your key people? Read this first. Before you roll out an equity plan, make sure you’re protecting your business and setting your team up for success. Succession Resource Group’s Equity Grant Plan – 5 Must-Have Items breaks down the essential elements every firm owner must include to avoid legal, tax, and operational headaches later. If you’re an advisor, business owner, or firm leader considering ownership sharing to drive growth, retention, or succession, this guide is for you. In just a few minutes, you’ll walk away knowing how to build a clear, flexible, and effective equity program that supports your long-term goals—not jeopardizes them. Download it today and future-proof your strategy. DOWNLOAD NOW
Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A
Watch the Replay Related Resources 2025 Advisor M&A ReportCheck Out our Press Release→ Succession Readiness Checklist Check Out the Checklist→ Selling Your Practice with Expert Advocacy Watch the Replay → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
Webinar Questions
Have questions about the upcoming webinar? We encourage you to share your thoughts, ideas, or any questions you have ahead of time! Whether you’re curious about the topic, looking for more in-depth insights, or just seeking clarity on something specific, we want to hear from you. During the live event, we’ll do our best to address as many questions as possible. Our goal is to make the session as interactive and informative as possible. However, if we can’t get to your question during the webinar, don’t worry—we’ll make sure to follow up with you personally via email afterward. Your input helps us make our webinars even more valuable, so don’t hesitate to reach out. We appreciate your engagement and look forward to discussing your questions and thoughts!
Sample Valuation Reports
Our Sample Valuation Reports We provide sample valuation reports to give prospective clients a clear view of the quality, structure, and insights they can expect from our work. These examples demonstrate our thoughtful, thorough approach to each engagement and highlight how we tailor our analysis to the unique context of each business. They’re designed to build trust and help clients understand the value we bring to the decision-making process. Sample Starter Valuation Download Sample Premium Valuation Download Sample Elite Valuation Download
2025 Advisor M&A Highlights
Originally released on January 22, 2025, Succession Resource Group’s 9th annual Advisor M&A Review provides guidance to thousands of financial advisors and RIAs preparing to value, improve, protect, grow, and exit their advisory firms. This report’s findings are based upon 176 peer-to-peer deals completed from January through December of 2024 with over $13.3 billion in total assets under management transferred. This exclusive report, provided by Oak Street Lending, PPC Loan, Skyview Partners, and Succession Resource Group, provides unparalleled insights based on actual transactions that are being directly facilitated by the aforementioned firms. Unlike general industry reports or self-reported survey data, this report offers a deep dive into the real-time opportunities, challenges, and emerging trends within the wealth management sector. By focusing on live, active deals, this report not only reflects the current market landscape but also sheds light on the evolving dynamics that shape decision-making and strategy in the industry. DOWNLOAD NOW
How to Get 10x for Your Advisory Practice
Watch the Replay Related Resources 2025 Advisor M&A Infographic Exclusive M&A Data → 12 Key Reasons to Get Your Practice Valued Annually Check Out the Article→ Selling Your Practice with Expert Advocacy Watch the Replay → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
Spring Clean Your Business | The Ultimate Annual Entity Maintenance Checklist
An RIA firm owner’s roadmap to increasing your firm’s value in a sustainable way that enhance your firm’s market value now and in the long-run. Succession Resource Group shares six ways firms can carve a path towards smarter growth, identifying levers for better business decisions that retain talented employees as well as ideal profit margins.
Putting Your Equity to Work
Watch the Replay Related Resources 2025 Advisor M&A ReportCheck Out our Press Release→ The Why Who & How of Equity SharingCheck Out the eBook→ 12 Key Reasons to Assess Your Practice’s Value Annually Read the Article → Carrot and the StickListen to this Podcast→ Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
12 Key Reasons to Assess Your Practice’s Value Annually
An RIA firm owner’s roadmap to increasing your firm’s value in a sustainable way that enhance your firm’s market value now and in the long-run. Succession Resource Group shares six ways firms can carve a path towards smarter growth, identifying levers for better business decisions that retain talented employees as well as ideal profit margins.
