Our Joint Affiliation program is designed to position Succession Resource Group as a trusted partner and outside expert you can refer advisors to, knowing we will work as a team with you, our corporate partner. We will also work to provide educational content you can leverage!
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For firms that want to provide more than just an introduction to a trusted firm like SRG, we will create custom-tailored and branded set of deliverables for your firm. Examples you can leverage for your advisors include licensing compensation and employment solutions, our Practice Valuator valuation tool, turnkey contingency planning packet, or M&A resources and contracts.View Licensing Example
Helping your advisors understand and manage the value of their business is becoming increasingly important and a great way to get them thinking about building bigger better businesses. Our Practice Valuator Model is designed to work closely with you on a pilot basis to understand the process and information needed, so SRG can work with you to develop a turnkey process for your advisors.
Our 4-part buyer-focused webinar series is tailored for your advisors looking to grow through acquisition. We deliver creative strategies on how to prepare for acquisition, how to source sellers, and how to negotiate and close the deal. This series is designed to be interactive and answer the advisor's questions in real-time while sharing industry best practices.View Webinar