Valuation Services for RIAs, Advisors, and Financial Practices

Certified Under NACVA Professional Standards. Appraiser-Led. One-Time or Annual Programs.

Understand the True Value of Your Business

Using Experience, Data, and Best Practices to Deliver Results

Whether you need annual valuation services or a financial valuation to plan your exit, our extensive knowledge of the M&A market for independent financial service professionals (RIAs, Registered Reps, CPAs, and insurance agents), makes us uniquely suited to deliver accurate and reliable valuations to our clients. With decades of experience, combined with access to extensive real-time deal data, we will help ensure you know the value of your firm and have a reliable and unbiased perspective. In addition, SRG can provide expertise on increasing the value of your advisory business over time so that valuations can grow as you do.

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Services at a Glance

One-Time Valuations

CoreValue

An objective assessment of your book of business based on financial composition, client demographics, and transferability factors. A streamlined report delivered in 7 business days.

PracticeValue

A comprehensive valuation with detailed benchmarking, KPI analysis, and context around the factors driving your value. Includes dedicated consultation and a certified report grounded in private M&A transaction data.

EnterpriseValue

A deep valuation built around five-year historical financials, normalization adjustments, and forward-looking projections. Designed for firms making decisions around equity, ownership restructuring, or complex transactions.

Annual Valuation Programs

Annual CoreValue

A certified annual update that maintains a current view of your book’s value year after year. Automatic data rollover means each report builds on the prior year’s foundation instead of starting from scratch.

Annual PracticeValue

An annual valuation that tracks practice value, performance positioning, and benchmarking data over time. Each update includes a structured intake call, benchmarking analysis, and a debrief consultation connecting valuation drivers to operational decisions.

Annual EnterpriseValue

An ongoing valuation program that monitors enterprise value through earnings, cash flow capacity, and forward-looking projections. Provides long-term visibility into how value evolves with business performance and growth decisions.

Built For Speed When It Matters

Priority Access

Reserves special scheduling to maintain momentum and reduce downtime. Ideal for advisors working against a deadline or outside pressure.

Experience You Can Count On

Rather than relying on all-time figures, we believe in showing what we’re doing today, our current team, current engagements, and active solutions. We prioritize real-time experience over the last 12 months over historical totals.

Valuations Completed

Avg. Project Lead Tenure

0 Years

AUM Transactions

$ 0 B

*Data based on the last twelve months ended December 31, 2025.

NACVA Professional Standards

Every engagement adheres to NACVA professional standards, ensuring the report meets the rigor required for lending, acquisition, benchmarking, and strategic planning purposes.

Industry-Specific Analysis

Valuations are built around the financial composition, client demographics, and transferability factors specific to advisory firm businesses, not generic business appraisal assumptions.

Appraiser-Led Results

Your report is completed and reviewed by the credentialed professional signing it, so the person walking you through your results understands every driver behind the number.

Was in need of a business valuation and the first step to my succession plan. This was done easily and efficiently. Now we plan to move onto having SRG help us with our deal support when we are ready.

— Edward S.

You all did a great job. I was looking for an outside valuation of the firm as I contemplate my next business decision, expansion, and growth strategy going forward. Thanks for all your help. You have provided me fantastic information.

— Bennett W.

You have an excellent program to value practices. I only wish I had gone through this process about four years ago. Thank you for your help in working with me on this process of business valuation.

— Thomas E.