Attorney vs Succession Resource Group
Think Your Attorney Can Handle It? Think Again. Many advisors believe their attorney can “handle it”, but that’s where critical gaps emerge. Attorneys focus on contracts and compliance, but they’re not built to optimize your entity structure, tax strategy, valuation, growth plan, or exit strategy, and they usually have no experience with the financial services industry. SRG brings everything under one roof — so you don’t have to coordinate a dozen different specialists on your own. We handle the moving parts, align every advisor, and keep your plan strategic and focused. Attorneys can check the legal box; SRG delivers the complete, future-ready blueprint your business and clients deserve. DOWNLOAD NOW
5 Reasons to Start Your Exit Plan Now
Protect the future of your firm, your clients, and your legacy with SRG’s “5 Reasons to Start Your Exit Plan Now” infographic. This quick-read visual highlights the critical risks of delaying your succession or exit strategy — from burdening your loved ones and losing business value to leaving your team and clients vulnerable. Whether you’re nearing retirement, planning a merger, or simply preparing for the unexpected, this guide reveals why timing is everything. Learn how a proactive exit plan safeguards what you’ve built and ensures a smooth transition on your terms. Download the infographic today and take the first step toward securing your firm’s future with confidence. DOWNLOAD NOW
Why SRG Delivers Real ROI
What’s the real ROI of hiring SRG? Our latest infographic breaks down why firms choose SRG, not just for answers, but for outcomes. From saving time and streamlining execution to gaining strategic clarity and confidence, SRG’s process is designed to reduce friction and deliver high-impact, sustainable results. Discover: Why SRG replaces the need for multiple consultants How we cut down delays and drive momentum What makes our deliverables actionable and built to last The ROI you gain from hiring a neutral, industry-savvy partner Whether you’re navigating a valuation, acquisition, succession or other transition, this visual guide shows how SRG helps you act decisively and move forward smarter. Download the infographic to see how we deliver real ROI at every step of your journey. DOWNLOAD NOW
When Your Key Stakeholders Want to Help You Sell: 4 Things to Watch For
When your successor, internal buyer or home office wants to “help you sell,” it can be a win or a warning sign. Our latest infographic breaks down four critical considerations every advisor should weigh: Valuation – Will it be fair and accurate or biased toward the buyer? Structure – Are the deal terms designed to protect your best interests? Process – Who’s leading the timeline, and are they moving too fast or too slow? Representation – Do you have someone advocating solely for you? Whether you’re exploring internal succession or weighing a third-party offer, this infographic highlights the hidden risks and the steps you can take to protect your legacy. Download the infographic now to learn how SRG helps you navigate the sale on your terms. DOWNLOAD NOW
5 Must Have Items for Your Equity Grant Plan
Granting equity is one of the most impactful — and complex — decisions a business owner can make. SRG’s “Top 5 Must-Have Items in Your Equity Grant Plan” infographic outlines the essential elements every advisor should include to protect, structure, and maximize their firm’s value. From corporate authorization and valuation to vesting terms and share class, this guide simplifies a process that can otherwise be overwhelming. Whether you’re granting equity for the first time or refining your existing plan, this resource ensures you’re covering every critical detail. Download the infographic today to learn how to build a strong, compliant equity plan that supports growth, rewards key talent, and safeguards your firm’s future. DOWNLOAD NOW
2025 Advisor M&A Highlights
Originally released on January 22, 2025, Succession Resource Group’s 9th annual Advisor M&A Review provides guidance to thousands of financial advisors and RIAs preparing to value, improve, protect, grow, and exit their advisory firms. This report’s findings are based upon 176 peer-to-peer deals completed from January through December of 2024 with over $13.3 billion in total assets under management transferred. This exclusive report, provided by Oak Street Lending, PPC Loan, Skyview Partners, and Succession Resource Group, provides unparalleled insights based on actual transactions that are being directly facilitated by the aforementioned firms. Unlike general industry reports or self-reported survey data, this report offers a deep dive into the real-time opportunities, challenges, and emerging trends within the wealth management sector. By focusing on live, active deals, this report not only reflects the current market landscape but also sheds light on the evolving dynamics that shape decision-making and strategy in the industry. DOWNLOAD NOW
2024 Mid-Year Advisor M&A Highlights
Originally released on July 17, 2024, Succession Resource Group’s semi-annual Advisor M&A Update provides guidance to thousands of financial advisors preparing to grow, transition and sell their advisory firms. This report’s findings are based upon 45 deals completed from January through June of 2024, shining a spotlight on the greatest opportunities, challenges, and trends facing the wealth management industry today. Download our digestible infographic to learn about the current valuation multiples for RIAs, deal structures, the changing landscape of advisor financing, and much more. DOWNLOAD NOW
2024 Advisor M&A Highlights
Originally released in February 2024, Succession Resource Group’s semi-annual Advisor M&A Update provides guidance to thousands of financial advisors preparing to grow, transition and sell their advisory firms. Download our infographic to learn about the 2024 valuation multiples for RIAs, deal structures, the changing landscape of advisor financing, and much more. DOWNLOAD NOW
Advisor M&A Highlight – 2023 Mid-Year Update
Whether you are contemplating buying or selling an advisory business, or simply wanting to stay current on industry developments, this Mid-Year Advisor M&A infographic contains our most interesting findings in the financial services industry. From January to June of 2023, here are the immediate trends you don’t want to miss: Valuation multiples continue to rise despite the rate environment. Practice multiples continue to see greater diversity as the M&A market evolves, with sellers preparing their practice further in advance. Down payment percentages continue to increase even in the midst of a possible economic recession. Average recurring multiples stay strong across the United States. Succession planning is starting earlier but not early enough. To learn more about our discoveries and data in detail (including what to expect in the second half of 2023 and beyond), fill out the form to download the infographic! DOWNLOAD NOW
2023 Advisor M&A and Equity Highlights
In 2022, we saw challenging employment conditions and financial markets. However, merger and acquisition activities in the finance industry remain strong! In today’s economic environment, the looming instability continues to bring many M&A aspects into question for both growing and selling advisors. If you’re contemplating buying or selling a financial practice, or are looking to stay current on industry developments, this infographic will highlight the most interesting industry trends and data from 2022. Download our digestible infographic to learn about the current valuation multiples for RIAs, deal structures, the changing landscape of advisor financing, and much more. DOWNLOAD NOW