Understand & Maximize the Value of Your Business
Valuation
The valuation provides advisors with an objective, 3rd party opinion of value based on actual comparable sales in the financial services industry.
Leveraging our proprietary nationwide database and extensive expertise, our valuation service provides the most current and accurate valuation of your financial services business. Our team has expertise valuing independent RIAs, IBDs, securities practices, accounting practices, insurance agents/agencies, and OSJs. During the process, the SRG team also helps identify key value drivers and detractors, helping you understand your value as you plan for succession, equity sharing, buying a practice, creating a death and disability plan, or benchmarking.
Unbiased Business Valuation Resources
Our team has facilitated hundreds of deals, thousands of valuations for advisors, and best of all – we are not affiliated with any broker-dealers, custodians, or on retainer with any of the industry aggregators, so you can rest assured knowing you will receive an objective calculation of value.
Robust Data for Financial Advisors
Our team draws from a robust pool of data to inform our valuations; we have the industry’s largest and proprietary database of actual deals completed to deliver customized insight. Our deals come from a variety of sources, providing a broad industry perspective on current business values.
Valuation Approach
Tiered Options
Certified Valuation Report
Business Valuation FAQs
Common Questions Financial Advisors Ask About Valuation Services
The key reasons to get a valuation are the purchase or sale of a business, sharing equity, contingency planning, estate planning, taking on debt/loans, and benchmarking. In reality – all business owners should receive a valuation on their Company, allowing them/you to track your value and all of the key performance indicators that impact the value.
There are many reasons for getting a valuation of your firm, including selling your business, building an accurate formula into a buy-sell or shareholder/partnership agreement, sharing equity with a partner or your team, obtaining a larger line of credit, securing insurance for the business, placing a value on your personal balance sheet for estate planning, or divorce/partnership disputes to name a few examples.
Valuations are most useful for our clients when used as part of the annual business planning process – allowing them to manage their most valuable asset with full information.
Ryan Grau, CVA®, CBA® Director of Valuations
John Roxburgh, Project Coordinator
Juli Bigornia, Project Administrator
We have relationships with many of the broker-dealers. We may be able to provide you guidance on specific reports that will help get you the information you need. Or, during the intake call, we may be able to provide alternative solutions to gathering the data or figuring out the appropriate inputs to use.
In general, business owners should complete a valuation annually. However, you may want to receive a valuation more or less frequently depending on your situation.
SRG is the best at what we do.
We focus solely within the financial services industry.
We strive for excellence and, as a result, we are always learning, adapting, and revising our deliverables and resources to ensure that you receive a fair, accurate, and timely product as the industry changes.
We are neutral. We are not affiliated with a broker-dealer or custodian.
We pride ourselves on service – providing high-touch, high-quality solutions to every client every time.
Book a Valuation Discovery Call to Learn More
Schedule an appointment to find out if our business valuation service is a fit for your firm.
