Succession

How We Can Assist:

Succession Planning

Developing a succession plan to transition your business will ensure that when you are ready to slow down and eventually retire, that your business continues to thrive. While each plan is different, a succession plan will provide you and your successor(s) a “playbook” of what to do and when to do it. SRG works with all parties to ensure you have a customized plan and that all considerations have been discussed in advance to help everyone evaluate and understand the deal.

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Seller Advocacy

SRG’s Seller Advoacy program is designed to take the hassle out of the transition process, allowing you to focus on your clients while we work to find you the ideal succession candidate. We leverage our knowledge, experience, resources and contracts to get you the best buyer, best price, and best terms and facilitate it all through our customized form contracts, coordination with lenders, relationships with broker-dealer/custodians, and your professional counsel.

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Deal Support

SRG’s Deal Support Services are for those advisors who have found their respective buyer/seller. We work with all parties to help you complete your deal by evaluating and understanding your deal, from compliance, financing, tax considerations, client communication, and our use of form contracts.

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Resources

Succession Planning Case Study - Financial Resource Planning

Succession Resource Group - Seller Readiness-EBook

Succession Resource Group_Due Diligence Checklist