We're a Collaborative Partner

SRG provides the resources and support to ensure that each partner firm has access to the expertise and resources needed to help your advisors meet their growth and succession needs.

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Enterprise Level Solutions

With years of experience working with advisors, broker dealers, and custodians, SRG has developed a robust library of resources and content that can be leveraged to help our partners quickly and cost-effectively provide best-in-class resources and educational content to their advisors. 

Industry Expertise

Our team has decades of M&A and succession experience working in the financial services industry. We understand the industry’s nuances, as well as the tax and compliance considerations. We will help you understand the alternatives, what others have done that has worked well, and create unique solutions to meet your advisor’s needs.

Ways we can work together

Joint Affiliation

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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Practice Value Assessment Tool

The PVA Tool is the first and only advisor-specific online valuation platform powered by actual transaction data. Designed by SRG’s valuation and M&A experts, this tool delivers accurate, easy-to-use, and instantly actionable practice valuations based on the metrics that matter most. 

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Seller Referral Program

Through SRG’s Seller Referral Program, we will represent your referred sellers that qualify for our Seller Advocacy Program at no cost to them, keeping assets on platform, and pay you 1% of the sales price, creating a win-win-win solution!

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Request a Speaker

Are you interested in having one of Succession Resource Group’s experts contribute to your event/meeting? We have professionals with expertise on various topics including succession planning, valuation, growing your value, phantom stock plans, employee compensation, deal structuring, and more. Please complete the link below to provide us with a few details so we can confirm our availability and fee.

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AUM Accelerator Series

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.

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Licensing Arrangement

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.

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I’ve had the pleasure of working with Succession Resource Group (SRG) for nearly a decade, and I can confidently say they are one of the most professional and knowledgeable firms in the industry. Over the years, I’ve worked with many members of their team, and each one consistently brings a high level of expertise and dedication. SRG takes the time to truly understand the needs of financial advisors and crafts personalized, strategic solutions that drive real results. I’ve relied on them for multiple services including valuations, consulting, presenting, enterprise support, employee arrangements, equity options, deal structuring and more. What sets SRG apart is their ability to take complex concepts and distill them into clear, actionable guidance. They’re responsive, insightful, and always focused on helping advisors achieve their goals. I strongly recommend them.

— Melissa M.

I have served as a financing partner of Succession Resource Group for a decade. SRG is the foremost expert in mergers, acquisition, succession, entity development and successor development. They can provide spot on consulting, coaching and legal documents that will help you structure your firm to go to the next level. I HIGHLY recommend that you engage them for an annual valuation of your firm. You measure what matters!

— John T.

SRG has been a partner of ours for years and always delivers excellent support to our firm, and to our individual financial planners. They have helped us with anything from buy/sells to strategic vision and execution. We greatly value the partnership.

— Brandi S.

Better Together

As a partner, we work collaboratively with your internal team and resources to provide the most comprehensive solutions to your advisors.

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Ways we can work together

Complete the survey and our event coordinator will reach out to you within two (2) business days.