Entity Health Check: Is Your Structure Supporting or Hindering Your Growth
In this replay, Nicole Frey, CFP®, walks through how your firm’s entity structure affects growth, compliance, and succession readiness. Use the Health Scorecard to follow along in real time and see if your business is Optimized (22), Healthy (17–21), or Needs Improvement. Watch the Replay Related Resources Entity Health ScorecardFollow Along and Find Out Your Score → Spring Clean Your Business See What You Can Do → 2025 Advisor M&A Infographic Download Now → Get Your Entity Health Score Card A simple, actionable tool to evaluate your firm’s structure Your entity structure is more than paperwork — it’s the foundation of your business. The Entity Health Score Card helps you quickly assess how well your current structure supports growth, compliance, and succession readiness. Answer a few questions, calculate your score, and uncover clear next steps to protect and optimize your firm. DOWNLOAD NOW 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.
Legal/Tax/M&A: Where Your Professionals Fit Into Your M&A and Succession Plan
Discover how to align the right professionals with the right phase of your M&A or succession plan — without wasting time or money. This session delivers hard-earned insights from hundreds of real-world advisory firm transitions. Watch the Replay Related Resources Inside a Real Life Succession PlanWatch the Replay → 2025 Advisor M&A Review Check Out the Infographic→ Due Diligence Checklist Download Now → 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.
The Seller’s Playbook What to Know Before You Let Go
Learn what it takes to successfully sell your financial advisory practice. This session walks through the key steps to prepare your business, navigate the sale, transition clients and staff, and avoid common mistakes. Whether you’re planning to exit soon or just getting started, this webinar offers practical guidance to help you plan with confidence. Watch the Replay Related Resources 10 Tips for Selling Your RIARead the Article → Selling Your Practice with Expert AdvocacyWatch the Replay → Employee Retention Guide for Advisors Read Now → 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.
Inside a Real-Life Succession Plan-Lessons from Start to Finish
Get the unfiltered truth from Horizon Wealth Partners’ Chris Pazienza and Patrick Carpenter as they reveal how they navigated ownership transition, leadership handoff, and the lessons they learned along the way—hosted by SRG’s Parker Finot. Watch the Replay Related Resources Succession Readiness Quiz Take the Quiz → Succession Role Transition Planner Tool Prepare Your Transition → The Fine Print: Succession Planning and Scaling Listen Now → 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.
Breaking the Cycle | Compensation Strategies That Protect Value & Drive Growth
Valuation expert Ryan Grau, CVA, CBA, and compensation strategist Julia Sexton, CVA, reveal the most common comp mistakes—and how to fix them. Learn how to build pay models that drive growth, retain talent, and preserve business value. Watch the Replay Related Resources The Financial Advisor HR Toolkit Get Your Copy → 12 Key Reasons to Get Your Practice Valued Annually Check Out the Article→ The Why, Who & How of Equity Sharing Download Now → 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.
How to Get 10x for Your Advisory Practice
Advisory M&A experts Kristen Grau, CPA, CVA, CEPA and Todd Fulks, JD, BFA unpack what goes into building a firm worth top-tier multiples. From growth strategies to value drivers, learn how to position your practice for maximum return—whether you’re selling soon or planning ahead. Watch the Replay Related Resources 2025 Advisor M&A Infographic Exclusive M&A Data → 12 Key Reasons to Get Your Practice Valued Annually Check Out the Article→ Selling Your Practice with Expert Advocacy Watch the Replay → 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.
Putting Your Equity to Work
Watch the Replay Related Resources 2025 Advisor M&A ReportCheck Out our Press Release→ The Why Who & How of Equity SharingCheck Out the eBook→ 12 Key Reasons to Assess Your Practice’s Value Annually Read the Article → Carrot and the StickListen to this Podcast→ 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.
2025 Advisor M&A Review
Watch the Replay Related Resources The Succession Resource Group 2025 Advisor M&A ReportRead our press release → 2025 M&A InfographicDownload this infographic → Seller Readiness E-bookDownload this guide → Selling Your Practice with Expert Advocacy Watch this webinar → 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.
Selling Your Practice with Expert Advocacy
Watch the Replay Seller Resources Seller Readiness eBookDownload this guide → Psychology of DealmakingWatch this webinar → Seller Advocacy Program View Our 9 Step Process → Learn More 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.
How to Effectively Share Equity
Watch the Replay Related Resources The Principles of Equity SharingGrab this quick overview → Retain Talent Through Equity Sharing Listen to this podcast → Everything EquityWatch this related webinar → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Explore Equity Services Start leveraging your most valuable asset to keep and attract top talent. Talk To An Expert Schedule a chat with our team.