Selling & Succession Services
Navigating the Future of Your Firm Starts Here
Succession Resource Group (SRG) helps independent financial advisors take control of their transition—whether you’re planning a sale, merger, or internal succession. Our proven process, experienced team, and unmatched industry connections ensure you get the best outcome while staying focused on what matters most: your clients.
Seller Advocacy
SRG’s Seller Advocacy program streamlines the transition process, so you can focus on clients while we find your ideal successor and negotiate the best deal. Our expert team leverages industry knowledge, a robust buyer pool, form contracts, and strong relationships with lenders, BDs/custodians, and TAMPs—ensuring you get the best buyer, price, terms, and a successful succession.
Learn More
Succession Planning
SRG’s succession planning service helps you build a customized, actionable plan to transition your business on your terms. We provide expert guidance, pro forma cash flow models, organizational charts, timelines, and supporting agreements—so you and your successors are set up for lasting growth and profitability.
Learn More
Merger Support
By working closely with all vested parties, SRG’s merger support service transforms transactional mergers into strategic, value-driven alliances. Through comprehensive consulting, hands-on implementation, and ongoing support, we help financial services firms identify and resolve critical operational, cultural, and structural gaps—aligning people, processes, and resources to maximize long-term merger success.
Learn More
Deal Support
SRG's Deal Support Services are for advisors who have found their respective buyer or seller and need help putting the deal together, then getting it across the finish line. We work with all sides of the deal and provide all necessary support and guidance, including compliance considerations, financing, tax considerations, client communication, and customized form contracts.
Learn More
Get the Tools You Need to Move Forward
Previous
Next
The entire experience was made much less stressful with SRG’s competent assistance. I can’t think of anything that wasn’t handled in a timely, professional manner.
— Holly N.
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 (…). Their guidance and diligence was invaluable in getting this deal done.
— Rex B.
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.
— Jennifer K.
Thinking of selling your financial services business?
Don’t sell your legacy without support. Book a discovery call to learn how we can help your firm sell for more with less stress.
