Breaking the Cycle | Compensation Strategies That Protect Value & Drive Growth
Valuation expert Ryan Grau, CVA, CBA, and compensation strategist Julia Sexton, CVA, reveal the most common comp mistakes—and how to fix them. Learn how to build pay models that drive growth, retain talent, and preserve business value. Watch the Replay Host Julia Sexton, CVA Director of Strategic Organizational Planning Paper-plane Linkedin-in Host Ryan Grau, CVA, CBA Director of Valuations Paper-plane Linkedin-in
How to Get 10x for Your Advisory Practice
Advisory M&A experts Kristen Grau, CPA, CVA, CEPA and Todd Fulks, JD, BFA unpack what goes into building a firm worth top-tier multiples. From growth strategies to value drivers, learn how to position your practice for maximum return—whether you’re selling soon or planning ahead. Watch the Replay Host Kristen Grau, CPA, CVA, CEPA Executive Vice President Paper-plane Linkedin-in Host Todd Fulks, JD, BFA
12 Key Reasons to Assess Your Practice’s Value Annually
An RIA firm owner’s roadmap to increasing your firm’s value in a sustainable way that enhance your firm’s market value now and in the long-run. Succession Resource Group shares six ways firms can carve a path towards smarter growth, identifying levers for better business decisions that retain talented employees as well as ideal profit margins.
Six Ways to Increase the Value of Your RIA Firm
An RIA firm owner’s roadmap to increasing your firm’s value in a sustainable way that enhance your firm’s market value now and in the long-run. Succession Resource Group shares six ways firms can carve a path towards smarter growth, identifying levers for better business decisions that retain talented employees as well as ideal profit margins.
How Much is Your Financial Practice Worth? (Ep. 7)
Six Events that Require a Valuation of Your Financial Practice
Most experienced business owners understand valuations as an essential tool to assist in making critical decisions for their advisory practice. Unfortunately, many advisors will invest time and effort in getting their practice appraised, only to find out that the underlying analysis is irrelevant to the specific purpose of the valuation.
Valuing Your Financial Practice: What you need to know in today’s market
As a financial advisor, understanding the value of your business is essential for planning your long-term financial success. Whether you’re looking to merge with another firm, planning for retirement, or creating a strategy for growth and improvement, a valuation provides insights into your business’s worth and the key factors that drive its value. In this webinar, we’ll cover fundamentals about business appraisals in today’s market, including: Making sure the analysis and report are correct for your specific circumstances Most appropriate approaches for determining value Key value drivers – What factors are most important Current state of the market Strategies to improve the value of your business Don’t miss out on this informational session that will help you make informed decisions about your business and to create a plan for long-term financial success. Fill out the form now and watch on demand! Watch Recording Presenters Ryan Grau, CVA, CBA Director of Valuations
SRG Off Script: Understand and Leverage Your Firm’s Value
When it’s time to have your business valued, most advisors struggle with where to start. Most assume business valuations are a “one-size-fits-all” process and engage the firm with the lowest price. However, choosing the wrong type of valuation can result in a waste of time, effort, and money, and can result in a grossly misstated value. Join our latest SRG Off Script where advisor valuations expert Ryan Grau CVA, CBA provides guidance on how to perform your due diligence when selecting a valuation service provider and address the valuation questions that matter most to you. SRG Off Script is a monthly webinar series hosted by President David Grau Jr. David along with other industry experts provide insight and address questions related to all stages of managing a financial practice. Have a request for future SRG Off Script session topics? Let us know at registration or email marketing@successionresourcegroup.com Watch Recording Resources Three Ways to Build Value in Your Advisory Practice → Are YOU Hurting the Value of Your Business? → Revenue Sharing: Variable Comp and Your Value → Learn more about SRG’s Valuation services. Schedule your free consultation below! Presenters David Grau Jr., MBA President/Founder Ryan Grau, CVA, CBA Director of Valuations
SRG Off Script: Building Greater Enterprise Value
https://youtu.be/yEeT5_KRqW4 In the latest of SRG’s monthly webinar series, SRG Off Script, David Grau Jr. addresses the topic of building greater value in your business. Submit your question(s) at registration or live during the webinar! SRG Off Script is a monthly webinar series hosted by President David Grau Jr. David along with other industry experts provide insight and address questions related to all stages of managing a financial practice. Have a request for future SRG Off Script session topics? Let us know at registration or email marketing@successionresourcegroup.com Learn more about SRG’s services: Valuation & Equity Sharing. Schedule your free consultation today! Presenters David Grau Jr., MBA President/Founder
How to Determine Your Business Valuation
As a business grows and develops, there may come a time to consider selling it. You might even be approached with an offer. And while plenty of owners decide they are happy to continue forward at full steam, there are good reasons to think through all the options.