Succession Blueprint

Developing a succession plan to transfer your business will ensure your business to continue to thrive when you are ready to slow down. You will be able to retain and attract the best team, sustain growth while you work less, and realize some or all of the value over an extended period of time.

Each plan developed by SRG is as unique as our client, and your succession plan will provide you and your successors a “playbook” (developed as a team), detailing what to do, when to do it, and how to do it. When complete, you will have a detailed plan, complete with descriptions of our recommendations and timeline, pro forma cash flow model, compensation research and structures, flow/organizational charts, and all the agreements to support the plan.

With more than a decade of experience, our team of experts will help you evaluate your options, timeline and goals, and devise the optimal strategy to align these priorities, factoring in both compliance and tax strategies to ensure you have a comprehensive solution. With the right people and a plan, SRG can help you create a plan that will:

  • Allow you to work less, and earn more
  • Help you attract and retain the best talent
  • Sustain growth as you work less
  • Have a death/disability plan for the business
  • Help you take money out of the business tax efficiently
  • Stay involved and maintain control for as long as you want/need
  • Obtain significant value for your business

Using our four step approach, Succession Resource Group is able to help financial advisors develop truly unique and comprehensive succession plans build for your business.


Our experts will work with you to get to know your business, your preferences, the participants, and everyone’s goals. Once we understand your business, we will provide recommendations designed specifically for your business that are both compliant and tax efficient.


After evaluating the most appropriate strategies, we will construct detailed financial models to explore the implications of the plan for everyone and understand the before and after tax impact, make necessary adjustments, then share with final version with all stakeholders.


We will help you create a detailed plan document with our recommendations, timeline, and strategy. The Plan will also include a Memorandum of Understanding, designed to be signed by all parties at plan inception to ensure alignment.


The final stage is to work with you and your counsel to prepare and provide all of the agreements needed to support the implementation of your strategy, leveraging our industry specific resources – tailored for your business and plan.

Done right, succession planning is more about “growing” than “going”


Learn More

Need More Information?

Selling your business will be one of the most important decisions that you make as an owner, and if done right, you’ll only have to do it once. Let SRG act as your trusted succession expert helping your evaluate, create, and commit to paper, the succession plan for your business.