Acquiring a Financial Practice? Avoid These Common Points of Contention
For anyone who has siblings, or is raising siblings, you might be familiar with the “Fair Share” tactic. Two siblings are told to share the last cookie in the jar. One sibling is tasked with splitting the cookie, while the other gets to choose which half of the broken cookie is theirs to enjoy. Doing so ensures that each sibling gets a fair share of the treat, despite their personal interest, with minimal bickering in the end.
The Importance of Succession Planning for Advisors (Ep. 5)
Family & Finances: What To Expect (Ep. 4)
Loans, Interest Rates, and Lending Solutions: Inside PPC Loan with Dustin Mangone (Ep. 3)
Selling Your Practice: When is the right time? (Ep. 2)
Welcome to The Fine Print With David Grau Jr. (Ep. 1)
SRG Off Script: Loans, Interest Rates, and Lending Solutions
In the latest SRG Off Script, David Grau Jr. and our guest speaker, Dustin Mangone of PPC Loan, will address any of your questions surrounding loans, interest rates and lending solutions for your business. Submit your question(s) at registration or live during the webinar! SRG Off Script is a monthly webinar series hosted by President David Grau Jr. David along with other industry experts provide insight and address questions related to all stages of managing a financial practice. Have a request for future SRG Off Script session topics? Let us know at registration or email marketing@successionresourcegroup.com. Watch Recording Resources [Blog Post]Acquisition Lending to Help Your Business Expand → [Blog Post]Mergers and Acquisitions: The Due Diligence Process → [Blog Post]Financial Modeling for Mergers and Acquisitions → Learn more about SRG’s Exit Services. Schedule your free consultation below! Presenters David Grau Jr., MBA Founder & President Succession Resource Group Dustin Mangone Managing Partner & Director PPC Loan
Six Events that Require a Valuation of Your Financial Practice
Most experienced business owners understand valuations as an essential tool to assist in making critical decisions for their advisory practice. Unfortunately, many advisors will invest time and effort in getting their practice appraised, only to find out that the underlying analysis is irrelevant to the specific purpose of the valuation.
Fundamentals of Exit Planning
Join SRG’s Executive Vice President, Kristen Grau, CVA, CPA, CEPA as she shares the fundamentals of exit planning as well as her industry expertise in assisting sellers in finding the right buyer. Topics include: An update on 2023 valuation trends and the M&A market How to maximize the value of your practice today in preparation for your eventual exit Ensuring the best price, terms, and fit when you’re ready to sell Fill out the form to watch now! Watch Recording Resources [E-Book]5 Post-Transition Roles for Sellers → [E-Book] How to Tell Your Employees You’re Selling → [Article]6 Major Cost Considerations to Sell Your Business → [Article]What to Expect When You Sell Your Business → Learn more about SRG’s Exit Services. Schedule your free consultation below! Presenters Kristen Grau, CPA, CVA, CEPA Executive Vice President
Valuing Your Financial Practice: What you need to know in today’s market
As a financial advisor, understanding the value of your business is essential for planning your long-term financial success. Whether you’re looking to merge with another firm, planning for retirement, or creating a strategy for growth and improvement, a valuation provides insights into your business’s worth and the key factors that drive its value. In this webinar, we’ll cover fundamentals about business appraisals in today’s market, including: Making sure the analysis and report are correct for your specific circumstances Most appropriate approaches for determining value Key value drivers – What factors are most important Current state of the market Strategies to improve the value of your business Don’t miss out on this informational session that will help you make informed decisions about your business and to create a plan for long-term financial success. Fill out the form now and watch on demand! Watch Recording Presenters Ryan Grau, CVA, CBA Director of Valuations