Seller Advocacy

As a business owner, you should also be able to retire on your terms, obtain a great value, and know that your successor is capable of providing the same level of service to your clients as they have come to expect. The sale of your business should only happen once, making it one of the most important decisions of your professional career. The succession consultants at Succession Resource Group have decades of experience helping financial advisors sell their business, putting together deal structures that are unique and built for you. We are one of the only firms providing comprehensive resources and confidential seller advocacy. It is our commitment to get you the best successor, best price, and best terms.

We understand that this is both an emotional and financial decision, with the successor you chose being vitally important in your decision making process. As your advocate, we will guide you through the process, ensure you have sound recommendations to make every decision with full information, and know you have someone on your side.

Succession Resource Group - Seller Readiness-EBook

Service Features


Succession Resource Group will be your advocate as you walk through the process. This is the only way to ensure that our goals are aligned so you find the successor you need and the deal you deserve.

9-Step Process

Succession Resource Group provides our selling clients constant communication and advice, paired with the resources you need to get a deal done.

Hands On

No online do-it-yourself systems. Succession Resource Group focuses on providing turnkey solutions and will guide you through the entire process. Your consultant will screen dozens, sometimes hundreds of buyers, based on your predetermined criteria, then present you with only the best. When ready, we’ll work to negotiate offers with each of them, ensuing you get the right person and right deal.

Conflict Free

Our experience and data shows that having an advocate helps you sell your business produces the best results. There is a time and place for non-advocacy and neutrality, but selling your business is not it. Therefore, we do not split our fees between buyer and seller. We align our compensation with your goals.



What SRG Clients Say

Next Steps

Next Steps

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