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 professionals 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. As a boutique succession consulting firm, SRG is one of the only firms providing comprehensive resources and confidential seller advocacy - our commitment is 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 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.
Succession Resource Group provides our selling clients constant communication and advice, paired with the resources you need to get a deal done: 1) Valuation and seller prospectus development; 2) Market development and buyer screening; 3) Deal negotiation; 4) Customized form agreements and closing guidance.
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.
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.
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I am very grateful I used Succession Resource Group both for valuations and for Seller Advocacy. The services I received were professional, gracious, and very helpful. Results exceeded expectations.
Rex B. (Seller)
SRG was incredibly helpful throughout the entire process. From the initial practice evaluation, screening of potential buyers, comparing and ranking of offers and the completion of purchase agreements and documents, we could not have asked for a more thorough execution from the team at SRG. Their guidance and diligence was invaluable in getting this deal done.
Nick F. & Jon L. (Buyer)
From a buyer’s stand point we felt SRG did a great job keeping us in the loop with where we were at in the process. We also felt SRG kept our interests, strengths, and weaknesses in mind when negotiating with the seller. In our case, the seller has a similar style and philosophy in working with clients so it’s been a great match.
SRG promised the moon and gave me the stars. Truly outstanding exceeded my expectations. They are great communicators. They followed through on every step and kept the momentum going.
The Seller Advocacy service EXCEEDED my expectations. Throughout my career I have been through 6 buy/sell transactions and this was by far the smoothest, easiest and most professional of all. The SRG PEOPLE made the difference!!! Everyone involved were very PROFFESSIONAL and had EXCELLENT positive attitudes. They made me feel as my deal was the most important. The initial stage of Valuation metrics was easy and met my expectation. But the turning point was the amount of interested prospective buyers produced (85). We then whittled down the list to 13 that were closer to my metrics and then to 6 that I decided to meet with each twice. I liked all 6 Advisors. Next, you handled all the negotiations with the 6 buyers which was MASTERFUL, !!! WOW, I received offers from all 6 Advisors of which 2 were much higher than the valuation. It was like a bidding war! After choosing the final Advisor, the contracts were reviewed and signed. The contracts were excellent and had all the points for the buyer and seller. Nothing needed to change. The Seller Advocacy is a GREAT service !!!
I am selling my house next spring. Please develop a Seller Advocacy service so we can list my house ! We still have time !
Thanks so much to to Erik, Kristen, Nicole, Kinsey, Renata !!!!!!
Tom & Gayle J.
Thanks so much for your help in our business sale. Tom and I felt so much more comfortable after speaking to you!
My husband was working with SRG on a contingency plan. At the time of his unexpected passing, it became a succession plan. Erik helped take a difficult situation and turned it into a successful experience.
Succession Resource Group’s valuation skills and market knowledge were invaluable in realizing the full market value of my practice and locking it in with the proper contractual agreement. My consultant, Erik Pahlow, provided superior expert counsel through every step of the process which resulted in a positive overall experience.
I found your services to be exceptional. The quality and care taken on creating the best deal was exceptional. I have found no other company that worked to make sure the details were covered as a sale of my largest asset. You folks have done an exceptional job and I highly recommend your services. Your people are the BEST!
“I want to thank you [Erik Pahlow] and the SRG employees. You were wonderful handling all the twists and turns, “curve balls”, if you will, that the sale of my business entailed. At every turn you were calm, had a plan, made changes without frustration and looked out for my interest. I am grateful for efforts on my behalf and would recommend you to anyone who needs your services. I thank you for your time, your company, your personal efforts, and for my excellent results.”