Stop Guessing What to Pay Your Team
The Talent Strategy Report at a Glance The Talent Strategy Report (TSR) is SRG’s annual compensation and staffing benchmarking report built for independent financial advisory firms. This infographic breaks down what’s inside, how the data is sourced, and what makes it different from the generic salary surveys most firms rely on. If you’re making compensation decisions this year, start here. 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
Your 5-Step Merger Roadmap for Advisory Firms
The 5-Step Merger Roadmap for Advisory Firms Considering a merger but not sure where to start? This free infographic breaks down the five steps every advisory firm should follow — from strategic entity preparation to post-merger integration. Based on insights from SRG’s Stronger Together webinar with Nicole Frey, CFP® and Ryan Grau, CVA, CBA, it’s a practical, one-page reference you can keep on hand as you explore your options. 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
2026 Advisor M&A Highlights Infographic
Webinar Recordings Download the Infographic 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 2026 Advisor M&A Market Insights: What Actually Happened in Advisor M&A Powered by SRG’s 10th annual review of completed M&A transactions, this report distills what actually happened in the advisor M&A market into clear, decision-ready insights for RIAs and financial advisors. Built on one of the industry’s most comprehensive datasets of verified, closed transactions, the report highlights where valuations are trending, what buyers are prioritizing, and how deal structures are evolving. It also breaks down the valuation metrics advisors care about most, including revenue multiples versus EBITDA multiples, and explains when each applies based on business model, size, profitability, and growth profile. Beyond valuation benchmarks, the report explores the deal terms that ultimately determine what sellers take home, including cash at close, seller financing, contingencies, and other structural components that influence real outcomes. Whether you are preparing to build value, buy, sell, or accelerate growth, these insights provide practical benchmarks to help you position your business for stronger results in today’s market. Sponsored by Data Contributors Share: Related Content Sign Up to Our Newsletter Copyright This resource provided by Succession Resource Group, Inc. (“Provider”) is intended solely for informational purposes and general guidance on a variety of situations and may not be suitable for all advisors. This resource is provided “AS IS” and “AS AVAILABLE,” without warranty of any kind, express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, non-infringement, accuracy, completeness, or reliability, and should not be relied upon as legal, tax, financial, investment, or other professional advice. Provider makes no representation that the information is current, complete, or applicable to any particular situation. This resource cannot and does not account for the unique circumstances of each specific situation and must be reviewed by your own independent attorney, CPA, and other relevant professional advisors prior to beginning any due diligence process or taking any action in reliance on this resource. You expressly acknowledge and agree that no attorney-client relationship, fiduciary relationship, advisory relationship, or any other professional relationship of any kind is created, intended, or implied through the provision, access to, or use of this resource, and that Provider owes no duty of care or professional obligation to User. Succession Resource Group, Inc. and its affiliates, officers, directors, employees, agents, contractors, licensors, and representatives (collectively, “Provider Parties”) make no claims, promises, representations, or guarantees whatsoever, whether express or implied, regarding the accuracy, completeness, timeliness, reliability, suitability, adequacy, currentness, or fitness for any particular purpose of the information contained herein, and expressly disclaim all such warranties and representations to the maximum extent permitted by applicable law. Provider Parties specifically disclaim any warranty that the resource will meet User’s requirements, be uninterrupted, timely, secure, or error-free. Nothing in this resource should be construed as a recommendation. By accessing, downloading, or utilizing these materials in any manner, you: (i) assume full responsibility for any loss, damage, liability, cost, or expense (including reasonable attorneys’ fees, paralegal fees, expert witness fees, court costs, and all other costs and expenses of litigation or dispute resolution) resulting from or in any way connected to the access to, use of, reliance upon, or inability to use, this resource; and (ii) release, waive, defend, indemnify and hold harmless Succession Resource Group, Inc., its affiliates, officers, directors, employees, authors, contributors, agents, licensees, successors, and assigns from any and all known or unknown claims, demands, damages, losses, liabilities, costs, or causes of action that may arise, at any time, out of or relating to your use of or reliance upon this resource.
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. 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
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. 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
Why SRG Delivers Real ROI
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 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.
When Your Key Stakeholders Want to Help You Sell: 4 Things to Watch For
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 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.
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. 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
2025 Advisor M&A Highlights
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 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.
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