Strategies to Leave a Legacy

You will have a dedicated team each step of the way to ensure a smooth/seamless process.

Each package has a separate questionnaire ranging in complexity and detail. The questionnaires are designed to ensure your deliverables are comprehensive and tailored to your needs.

Consultation calls help us clarify inputs, address your questions, and provide recommendations to ensure that your deliverable meets your needs in real-time. The included calls are appropriate for 90%+ of our client projects.

SRG will provide you a form contract tailored for your needs based on the information we gather from you.

We know it's hard to think of everything on the first try. Each package receives at least one contract revision to ensure the final product is exactly what you need.

The Succession Blueprint Document is a simple to read but comprehensive document that summarizes the entire plan, timeline, tax strategies, financing considerations, and more so all parties know the plan and can easily reference what to do each year. This document includes a Memorandum of Understanding (MOU) for all parties to sign, acknowledging the intent of the plan.

Resources may include: guides, role transition and other checklists, decision trees, whitepapers, etc.

For internal succession planning and equity sharing, it is important to use a valuation methodology that is focused on the earnings of the business, as opposed to the market value.