Meet the Team
Accredited experts. Proven guidance. One team on your side.
Integrated Expertise. All Under One Roof.
Valuations
Every major decision about your practice starts with knowing what it’s worth. SRG delivers NACVA-certified assessments built on actual M&A transaction data from hundreds of completed deals, not templates or rules of thumb. Whether you need a one-time report, annual tracking, or an enterprise-level analysis for equity restructuring, the person signing your report is the same person walking you through the results.
Strategic Organizational Planning
How you structure ownership, compensate your team, and formalize employment terms shapes everything from retention to exit value. SRG’s organizational planning services help advisory firm owners select and maintain the right entity structure, design competitive compensation using the proprietary B.B.P. (Base, Bonus, Profits) framework, draft industry-specific employment agreements, and build equity sharing plans that give the next generation a meaningful stake in the business. These are the structural decisions that determine whether your firm can grow beyond you.
Team Solutions
Your entity structure affects liability, taxes, and how cleanly you can bring in partners or execute a sale. And when two practices decide to combine, the complexity multiplies: governance, ownership allocation, and financial modeling all need to be resolved before the firms can operate as one. SRG’s Team Solutions group handles entity formation for advisory firms and provides structured advisory for mergers, so the partnership is built on terms both parties understand and can sustain.
Transaction Advisory
Buying a practice, supporting a transaction in progress, or building a long-term succession plan are among the most consequential decisions an advisor will make. SRG’s transaction advisory team works across all sides of a deal, providing cash flow analysis, tax strategy, financing guidance, compliance support, and customized purchase agreements. Whether you are a buyer using AcquireEdge to negotiate and close, a buyer and seller who need Deal Support to get a transaction across the finish line, or building a succession plan to transition ownership to the next generation, this team makes sure you move forward with full information.
Sell-Side Support
Most advisors sell once. The buyers on the other side negotiate these deals regularly. SRG provides full sell-side representation, building a controlled marketplace around your firm, screening qualified buyers, and managing competing offers to maximize transaction value. One dedicated consultant guides you from valuation through closing.
Client Solutions & Sales
Most advisors sell once. The buyers on the other side negotiate these deals regularly. SRG provides full sell-side representation, building a controlled marketplace around your firm, screening qualified buyers, and managing competing offers to maximize transaction value. One dedicated consultant guides you from valuation through closing.
Legal
Oversees contract drafting, compliance review, and legal coordination across SRG’s service engagements. Works closely with client-facing teams to ensure every agreement meets regulatory and professional standards.”
Marketing
Manages SRG’s digital presence, content, advertising, and brand communications. Responsible for the resources, articles, webinars, and campaigns that keep advisors informed about industry trends and SRG services.
Administration, HR & Operations
Handles day-to-day operations, human resources, scheduling, and the organizational logistics that keep the firm running.
IT Development
Builds and maintains SRG’s technology infrastructure, including the myCompass platform, internal tools, and the systems that support client deliverables.
