Sell Smart, Not Late: Maximizing Advisor Valuation and Exit Plans
Unable to join us? Book a time below to discuss your business goals! Schedule a Call Schedule a Call
Sell Smart, Not Late: Maximizing Advisor Valuation and Exit Plans
Unable to join us? Book a time below to discuss your business goals! Schedule a Call Schedule a Call
2nd form Test
Testing Form Handler
Contingency Planning Resources for Financial Advisors
Plan for the Unexpected Creating a contingency plan is one of the most important — and most overlooked — things you can do as a business owner, especially in a highly regulated industry. We create simple yet effective turnkey solutions for financial services professions (independent RIAs, financial advisors, accountants, and agents) looking to protect their clients, family, and their business by leveraging years of experience, industry-specific form agreements, and strategic planning resources from SRG. Learn more about our Contingency Planning Services Contingency Plans for Financial Professionals 3‑minute read A quick overview of the main types of contingency agreements (buy‑sell, reciprocal, retainer) and when each structure makes the most sense. Read the Overview Death/Disability Considerations – Ep. 21 30-minute listen A candid discussion on what most advisors overlook in their death and disability planning, and how to avoid leaving your clients and family with chaos instead of a clear plan. Listen to the Episode Contingency Planning FAQs for Finical Advisors 5‑minute read Straightforward answers to the questions advisors ask most: partners, valuation, discounts, funding, taxes, and what happens if your chosen partner can’t follow through. View the Top FAQs Protect Your Loved Ones Plan for unforeseen events such as death, disability, and loss of license. Ensure your legacy is passed on to those for whom you have worked so hard. Protect Your Business’ Value Whether you have identified a contingency partner or not, we can help you create a written plan to ensure the business and clients are taken care of and your family receives value should something ever happen.
Thank you for registering! An email with event details has been sent to you — please check your inbox (and your spam or promotions folder just in case).
How We Can Help Valuation Entity Support Equity Sharing Compensation Design Employment Agreements Contingency Planning Deal Support Merger Support Sell-Side Support Buy-Side Support Succession Planning Enterprise Consulting Let’s Chat Schedule an appointment to learn more about our deal support services.
Merger Support
A Landmark Merger in the Ameriprise Network Learn how SRG helped make it happen → Related Resources Merger Checklist View the checklist today → Thinking About a Merger? Start Here Read SRG’s top teaming advice for advisors preparing to merge → The Fine Print Podcast: Strategies for Building Enduring Wealth Leadership lessons for building a firm that endures → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
Deal Support
Watch the Replay Related Resources The Succession Resource Group 2025 Advisor M&A Report Read our press release → 2025 M&A Infographic Download this infographic → Seller Readiness E-book Download this guide → Selling Your Practice with Expert Advocacy Hear real stories from advisors who’ve been there → Inside a Real-Life Succession Plan See how other advisors navigated their transition → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
Deal Support
Related Resources 2025 M&A Infographic Download this infographic → Seller Readiness E-book Download this guide → Due Diligence Checklist Start Your Due Diligence the Right Way → Selling Your Practice with Expert Advocacy See how other advisors navigated their transition → Inside a Inside a Real-Life Succession Plan Explore Real Advisor Journeys → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
Valuation
Related Resources Six Events that Require a ValuationSee if it’s time to value your firm → Your Guide to Increase the Value of Your BusinessStart growing your value today → 2025 Advisor M&A Review Check Out the Infographic→ Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.