benchmark your way to a more valuable practice


One of the most commonly asked questions of our valuation clients is, “How do I compare to my peers? What could I do better?”

This webinar will provide the key value driving metrics in a financial services practice and provide exclusive industry data for a variety of practice sizes – identifying what you are doing right, and what you should be doing to maximize the value of your business.

We will share important data points and efficiency ratios that you should measure annually, including: 
• Revenue per client ratios
• No. of employees and compensation by practice size
• AUM per professional


About Kristen Grau, CPA, CVA:

Kristen is the Valuation Director and Executive Vice President at Succession Resource Group. With years as a public accountant at Moss Adams and Delap, and as the founder of an accounting firm, The Clover Group, Kristen provides SRG and its clients with both an analytical and operational acumen. She is also an internal client advocate, with an unwavering commitment to the “SRG client experience.”

Kristen is an active Certified Public Accountant (CPA) in the state of Oregon, and is a Certified Valuation Analyst (CVA).