Thank You for Registering!
You’re officially registered for the upcoming SRG webinar.
Watch for a Zoom email with your registration link and webinar details. If you don’t see it, check your spam or promotions folder.
You should also receive reminder emails approximately one week before the webinar, one day prior, and one hour before the event begins.
Explore what’s next.
Click a section below to auto-scroll.
About SRG
Succession Resource Group (SRG) is a consulting firm helping RIAs and advisors value, improve, protect, grow, transition and exit their businesses. Backed by the industry’s most experienced team and proprietary data, SRG’s advisor-centric approach provides clarity and confidence in every stage of the business lifecycle. SRG puts advisors’ success first.
The SRG Difference
Recognized by ThinkAdvisor Luminaries and backed by 70+ five-star Google reviews, SRG’s consultants average 12.56 years of hands-on financial services experience — bringing certified valuation methodology and personalized advocacy to every succession, M&A, and equity engagement.
Single Point of Contact.
Your Lead. Your Engagement. Start to Finish.
Succession Resource Group assigns a single experienced consultant to your project from the first conversation through closing. No handoffs between analysts, advisors, and legal teams. One trusted point of contact who knows your situation — every time.
12.56 Years
Average Project Lead Tenure
SRG project leads bring an average of 12.56 years of hands-on industry experience. That depth translates into informed guidance, practical insight, and strategies grounded in real-world financial services transactions — not entry-level assumptions.
Accredited In-House Experts
JD, CPA, CVA, CBA, CEPA, CFP®, BFA, MBA
Legal, tax, valuation, and financial planning expertise — all in-house and coordinated on every engagement. When your transaction needs a CPA or a JD, they’re already part of your project. Not referred out. Not an added cost.
70+ Five Star Google Reviews
A Track Record You Can Verify Right Now
SRG’s clients rate their experience consistently — and you can look it up yourself. Real reviews from real advisors who completed engagements. Reputation isn’t something we market here. It’s something our clients document.
Sell-Side & Buy-Side Support
Full-Spectrum Transaction Advocacy
Whether you’re selling your practice or acquiring one, SRG has a dedicated program for your side of the table. The Seller Advocacy Program and AcquireEdge give you specialized support designed around your goals — not a one-size-fits-all process.
No Guesswork.
Recommendations Built on Real Transaction Data
SRG’s guidance is grounded in actual RIA M&A transaction data — verified deal terms, real multiples, and buyer behavior. You make decisions based on what the market is actually doing, not what someone estimates it to be.
Additional Resources
Explore more below for resources specific to Sell Side Representation – and if you’re looking for even more guidance, visit our full Resource Library.
