How to Get “PE Value” With or Without PE
Watch the Replay https://vimeo.com/1208241907?share=copy&fl=sv&fe=ci Can You Get Private Equity Value Without Selling to Private Equity? In this session, Succession Resource Group’s David Grau, Jr., MBA, unpacks how advisory firm owners can pursue private equity-level value whether or not they sell to private equity. The webinar breaks down the difference between direct PE investment and PE-backed aggregators, how headline multiples of up to 15x EBITDA translate into the 9x to 11x most sellers actually realize once deal terms are accounted for, and why the definition of a seller has shifted toward owners who sell and continue to run their firm. David also reviews the four variables that shape the right path, including practice size, timeline, buyer universe, and long-term priorities, along with the deal structures that decide what an owner takes home, from the traditional 80/20 down payment to today’s 40/30/30 split of cash, rolled equity, and earnouts. He then shows how internal succession and peer-to-peer sales can close the value gap and approach PE-level outcomes when firms start early, keep growth in focus, and sell in tranches. Advisors weighing an exit in the next three to ten years, evaluating an unsolicited offer, or planning an internal succession will find this a practical, data-backed guide to their options. Host David Grau Jr. MBA CEO/President Paper-plane Linkedin-in
5 Most Common Post-Transition Roles
Download Your eBook! 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! 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
Building Your Team for Succession Success
Watch the Replay Does Your Team Structure Support Your Succession Plan? In this webinar, Succession Resource Group’s Julia Sexton, CVA, and David Grau Jr., MBA, explore how employment-related planning can strengthen an advisory firm’s long-term succession strategy. The session covers how employment structure, role clarity, and internal alignment all factor into a firm’s ability to execute a successful transition. Succession Resource Group walks through common organizational and planning gaps that create challenges during succession events, and what firms can do to address them before a transition is on the horizon. Advisors preparing for internal succession, evaluating their current team structure, or working to build a stronger operational foundation will find this session particularly relevant. Host David Grau Jr. MBA CEO/President Paper-plane Linkedin-in Host Julia Sexton, CVA Director of Strategic Organizational Planning Paper-plane Linkedin-in
Equity Explained: How to Incentivize, Retain, and Transition Ownership
Watch the Replay What’s the Best Way to Use Equity to Reward, Retain, and Transition Key Talent? In this webinar, Succession Resource Group’s Nicole Frey, CFP®, and Julia Sexton, CVA, break down how advisory firms can use equity more strategically to retain talent, develop future leaders, and plan for succession. The session covers the key differences between phantom and true equity, how to reward performance without creating ownership friction, and the valuation and tax considerations that come with grants, purchases, and swaps. Whether you’re evaluating equity for a key employee or rethinking your firm’s ownership structure altogether, this conversation will help you make more intentional decisions that support the long-term health of your practice. Download the Presentation Deck Here Download Speakers Host Nicole Frey, CFP® Director of Team Solutions Paper-plane Linkedin-in Host Julia Sexton, CVA Director of Strategic Organizational Planning Paper-plane Linkedin-in