5 Reasons to Start Your Exit Plan Now
Protect the future of your firm, your clients, and your legacy with SRG’s “5 Reasons to Start Your Exit Plan Now” infographic. This quick-read visual highlights the critical risks of delaying your succession or exit strategy — from burdening your loved ones and losing business value to leaving your team and clients vulnerable. Whether you’re nearing retirement, planning a merger, or simply preparing for the unexpected, this guide reveals why timing is everything. Learn how a proactive exit plan safeguards what you’ve built and ensures a smooth transition on your terms. Download the infographic today and take the first step toward securing your firm’s future with confidence. Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. Name * FirstLast Phone Work Email *How Did You Hear About SRG? *— Select Choice —ConferenceDirect MailExisting/Past ClientGoogle AdWordsOtherReferralSocial MediaSeminar/WorkshopWebinarWebsite Download
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Value vs. Price: What Every Financial Advisor Needs to Know About Firm Valuation
Value vs Price: What Every Advisor Needs to Know Your most valuable asset in your business is the client relationships you build. Transferring your clients and the revenue that is produced is one of the hardest steps an owner will undertake in their career and it’s important to do it right the first time. Selling your business can seem like a daunting task at first — our Seller Readiness E-Book identifies crucial elements for you to think about as you begin the process of finding your successor. Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. Name * FirstLast Phone Work Email *How Did You Hear About SRG? *— Select Choice —ConferenceDirect MailExisting/Past ClientGoogle AdWordsOtherReferralSocial MediaSeminar/WorkshopWebinarWebsite Download
What is Your Practice Really Worth?
Every Ameriprise advisor wonders about “the number,” but valuation goes far beyond the math. In this exclusive session for Ameriprise advisors, Kristen Grau and Ryan Grau shared how to think like a buyer, use valuation as a preparation tool, and set realistic expectations for a future sale or succession. Watch the replay to learn what drives value, what buyers really look for, and how to strengthen your firm’s position before it’s time to transition. Watch the Replay Related Resources Your Guide to Increase the Value of Your BusinessStart growing your value today → Seller Readiness E-bookDownload this guide → Due Diligence ChecklistStart With the Right Checklist → Selling Your Practice with Expert Advocacy Hear real stories from advisors who’ve been there → 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.
Merger Support
A Landmark Merger in the Ameriprise Network Learn how SRG helped make it happen → Related Resources Merger Checklist View the checklist today → Thinking About a Merger? Start Here Read SRG’s top teaming advice for advisors preparing to merge → The Fine Print Podcast: Strategies for Building Enduring Wealth Leadership lessons for building a firm that endures → 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.
Deal Support
Watch the Replay Related Resources The Succession Resource Group 2025 Advisor M&A Report Read our press release → 2025 M&A Infographic Download this infographic → Seller Readiness E-book Download this guide → Selling Your Practice with Expert Advocacy Hear real stories from advisors who’ve been there → Inside a Real-Life Succession Plan See how other advisors navigated their transition → 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.
Deal Support
Related Resources 2025 M&A Infographic Download this infographic → Seller Readiness E-book Download this guide → Due Diligence Checklist Start Your Due Diligence the Right Way → Selling Your Practice with Expert Advocacy See how other advisors navigated their transition → Inside a Inside a Real-Life Succession Plan Explore Real Advisor Journeys → 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.
Valuation
Related Resources Six Events that Require a ValuationSee if it’s time to value your firm → Your Guide to Increase the Value of Your BusinessStart growing your value today → 2025 Advisor M&A Review Check Out the Infographic→ 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.
Year-End Entity Maintenance Checklist: Position Your Business for a Stronger Year Ahead
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.
From Siloed to Synergized: How to Merge Advisory Practices the Right Way
In this NM-focused session, SRG’s Ryan Grau (Valuations Director) and Nicole Frey (Director, Team Solutions) walk advisors through merging or consolidating practices the right way—why to merge, how to divide ownership fairly, and how to design compensation that keeps everyone whole. They compare common starting points (expense-sharing vs. fully separate practices), show how an equity-centric ensemble drives scale, continuity, and talent retention, and stress starting with a formal valuation. For Northwestern Mutual specifically, they explain assigning W-2 risk revenue to the entity, “trigger-event” risk if an agent departs, and SRG’s with-and-without valuation model to handle renewals. The replay covers pre-/post-merger cash-flow analysis, quick wins (grid bumps, cost reductions), entity choices (LLC vs S-Corp) including a two-tier LLC/S-Corp structure, governance and voting design, and ongoing entity maintenance. Watch the Replay Related Resources Entity Maintenace Program Stay Protected, Stay Compliant, Stay Confident. → Six Events that Require a Valuation Is It Time for a Valuation?→ Due Diligence ChecklistStart With the Right Checklist → 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.