Press Releases
READ OUR LATEST RESOURCES
Should You Sell Your Advisory Practice on Your Own or Hire a Sell-Side Advisor?
Authors Kristen Grau, CPA, CVA, CEPA, Executive Vice President Kristen Grau is the Executive Vice President of Succession Resource Group,
Valuation Best Practices: The KPIs That Actually Move Your Practice’s Multiple
Authors Ryan Grau, CVA, CBA, Director of Valuations Ryan Grau is the Director of Valuations at Succession Resource Group. He
Valuation Best Practices: Stop Leaving Money on the Table
Watch the Replay Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete
Valuation Best Practices: Stop Leaving Money on the Table
Watch the Replay https://vimeo.com/1233895308 Transcript Ryan Grau: Good afternoon. Thank you, everybody, for taking time to join us today. Looks
How RIA Sellers Can Avoid Running Out of Runway
By: Tobias Salinger Publishing Date: October 1, 2026 “Time moves slowly, but passes quickly.” That famous line from Alice Walker’s
Understanding Valuation Outcomes: Why Your Practice’s Value Depends on the Buyer
Author Ryan Grau, CVA, CBA, Director of Valuations Ryan Grau is the Director of Valuations at Succession Resource Group. He
Why Every Financial Advisor Needs Annual Entity Maintenance
Authors Annual entity maintenance is the difference between a business structure that protects you and one that quietly exposes you
Selling in the Next 3-5 Years? What You Need to Do Starting Now
Watch the Replay Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete
Selling in the Next 3-5 Years? What You Need to Do Starting Now
Watch the Replay Transcript David Grau Jr.: Alright, good afternoon, everyone. Give everyone just a second here. I can never
Advisor Compensation Plans: The B.B.P. Model for RIAs
Authors “Firms rely on an outdated playbook.” Most advisory firms still pay advisors on decades-old revenue-based models designed for solo
Merger or Sale? Finding the Right Path for Your Exit
Authors “It depends on your objectives.” The right exit path for your advisory firm depends on your objectives, not your
Sloppy books, dirty data can undermine RIA sales or mergers
By: Tobias SalingerPublishing Date: August 20, 2026 Before embarking on a succession plan through a merger or sale, registered investment
How to Use Equity Compensation to Boost RIA Valuation and More
By: Tobias SalingerPublishing Date: June 1, 2026 Deciding to pay a current or future partner in equity is only the
Merger or Sale: The Right Path for Your Exit
Watch the Replay Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete
Merger or Sale: The Right Path for Your Exit
Watch the Replay Should You Merge or Sell? The Right Exit Depends on Your Goals, Not Your Size. In this
How RIA Valuations Work: What Drives Your Number
Author “Is my practice worth 15x?” If you have spent any time around other advisors lately, you have probably heard some version
How to Get “PE Value” With or Without PE
Watch the Replay Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete
How to Get “PE Value” With or Without PE
Watch the Replay https://vimeo.com/1208241907?share=copy&fl=sv&fe=ci Can You Get Private Equity Value Without Selling to Private Equity? In this session, Succession Resource
Inside SRG’s Talent Strategy Report: Compensation Benchmarks for Advisors
The Talent Strategy Report at a Glance The Talent Strategy Report (TSR) is SRG’s annual compensation and staffing benchmarking report
5 Most Common Post-Transition Roles
Download Your eBook! Uncover Your Post Sale Potential. You have many post-transition opportunities – from helping develop and analyze investment
Building Your Team for Succession Success
Watch the Replay Does Your Team Structure Support Your Succession Plan? In this webinar, Succession Resource Group’s Julia Sexton, CVA,
Building Your Team for Succession Success
Watch the Replay Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete
How to Make a Merger a Growth Move: A 5-Step Roadmap for Advisory Firms
Last Updated: August 25, 2026 Author “What comes next?” For many financial advisory firm owners, growth eventually hits a ceiling.