SRG Entity Support: More Than an Entity Filing
Many financial advisors assume entity formation is a simple filing, but the decisions made at the ownership, tax, and governance level have long-term consequences for how a business operates, grows, and transitions. SRG’s “Entity Support: More Than an Entity Filing” brochure breaks down the 12 areas of value included in every entity support engagement, from goal-based entity strategy and tax-focused coordination to revenue-flow design, buy-sell planning, and broker-dealer compliance support. Whether you are forming your first entity or restructuring an existing one, this resource shows how SRG’s consultant-led, industry-specialized approach helps financial professionals build a business structure designed to protect enterprise value and support long-term strategic flexibility. Download the brochure to see what a comprehensive entity engagement looks like and how it compares to a standard filing. Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.First Name *Last Name *Phone Work Email * Would you like to join SRG’s newsletter to receive industry updates and other webinar opportunities? Yes No Download
SRG’s Ensemble Process for Northwestern Mutual Teams
A step-by-step guide to forming a structured, scalable ensemble practice within Northwestern Mutual. This resource outlines SRG’s four-phase process, covering independent practice valuations, ownership and compensation strategy, legal documentation, and implementation, designed to help NM advisor teams move from individual practices to a formally structured ensemble with defensible equity, clear roles, and governing agreements in place. Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. Name * FirstLast Phone Work Email *How Did You Hear About SRG? *— Select Choice —ConferenceDirect MailExisting/Past ClientGoogle AdWordsOtherReferralSocial MediaSeminar/WorkshopWebinarWebsite Download
Practice Value Assessment Tool Overview
Whether you’re planning for succession, preparing to sell, or simply tracking your firm’s value over time, SRG’s Practice Value Assessment Tool (PVA Tool) gives you instant access to reliable valuation estimates—anytime, anywhere. Powered by real-world transaction data and backed by SRG’s expert M&A team, the PVA Tool is the only valuation engine built specifically for financial advisors. With just a few key inputs, users can model scenarios, export professional reports, and identify opportunities to increase firm value. Download the brochure to see how the PVA Tool brings speed, accuracy, and simplicity to your valuation process. Watch our PVA Tool demo. Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. Name * FirstLast Phone Work Email *How Did You Hear About SRG? *— Select Choice —ConferenceDirect MailExisting/Past ClientGoogle AdWordsOtherReferralSocial MediaSeminar/WorkshopWebinarWebsite Download