Your Guide to Increase the Value of Your Business
Download Your eBook! 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 The value of financial service practices has continued to incrementally increase, year-over-year, since the early 2000s. While most advisors are aware of the industry average multiples of revenue for buying and selling practices (for 2019, the average recurring multiple reached a new high of 2.72 and a low of .88 on transactional), few know that that range of values received by sellers ranges consistently between 1.5 and 3.5. Every practice is unique, and those unique elements are why there is such a range of values. Understanding the key drivers and detractors of value for financial service practices is critical to managing your most valuable asset – your book of business. This e-book will help you understand: How financial service practice are typically valued Four indexes of value SRG looks at when valuing a book of business Seven metrics that you should be aware of and monitor to ensure you receive the best value for your business Interested in learning more? Fill out the form to download the e-book!
How To Tell Your Employees You’re Selling
Download Your eBook! 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 Nervous about telling your employees you’re selling? There are many things you need to do before the potential sale of your practice. And telling your employees you are selling can seem like a tricky one. Although there is not an exact science to telling your employees, our guide provides effective timelines, communication strategies and best practices to effectively communicate the sale of your practice that we’ve seen been implemented effectively through hundreds of deals we’ve helped facilitate.
5 Most Common Post-Transition Roles
Download Your eBook! 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 Uncover Your Post Sale Potential. You have many post-transition opportunities – From helping develop and analyze investment models, becoming a mentor to junior advisors, and/or staying on in a rainmaking capacity. Selling your practice now and staying on for the next couple years is not only achievable, but also creates more possibilities than most advisors think. Take a look at the (5) five post-transition roles that allow you to phase out on your terms and uncover your post-sale potential!
Seller Readiness E-Book
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 Are you ready to exit? Your most valuable asset in your business is the client relationships you build. Transferring your clients and the revenue that is produced is one of the hardest steps an owner will undertake in their career and it’s important to do it right the first time. Selling your business can seem like a daunting task at first — our Seller Readiness E-Book identifies crucial elements for you to think about as you begin the process of finding your successor.