Upcoming Webinars
Join Us Every Month
Live Webinars for Financial Advisors and Firm Owners
SRG hosts a monthly webinar built for advisory firm owners and the teams around them. Each session is led by the same consultants, analysts, and strategists who work on valuations, deal structures, compensation plans, and succession strategies with firms across the country. The topics rotate, but the perspective stays consistent: practical guidance grounded in real deal data and real client work, not theory.
2026 State of Compensation Strategies
Compensation Is Changing: What the Data Reveals About Pay, Equity, and Staffing in Advisory Firms
The 2026 State of Compensation Strategies is a new annual research report from Succession Resource Group (SRG) that helps advisory firm leaders make smarter decisions around Pay, Incentives & Equity.
Topic: Equity Sharing, Compensation
Speakers
Director of Strategic
Organizational Planning
Director of Valuations
Merger or Sale: Finding the Right Path to Your Exit
Know Your Options Before You’re at the Table
Most solo advisors don’t start thinking seriously about a merger or sale until an offer lands in their inbox. By then, the window to plan is already closing.
This session is designed to give you a clear-eyed look at both paths — what they actually look like in practice, how they’re structured, and what your entity, your client base, and your timeline have to do with the outcome you can realistically expect.
M&A, Selling Your Business, Exit Strategies
Speakers
Selling in the Next 3–5 Years? What You Need to Do Starting Now
The Best Exit Outcomes Aren’t Accidental.
The work that determines your sale price and terms is happening right now, whether by design or by default. The advisors who get the best outcomes don’t simply get it because it’s a seller’s market. They spend time and are intentional about quietly optimizing, fixing, and/or preparing the things buyers actually care about. They are strategic about their decision-making, whether they’ve got 3 months or 3 years – with the right approach, you can move the needle. This session walks through exactly what steps to take now, to optimize your result later.
PE/Aggregators, Selling Your Business, Exit Strategies
Valuation Best Practices:
Stop Leaving Money on the Table
Know What Your Practice Is Really Worth
Too often advisors don’t think seriously about valuation until a buyer, successor, or partner puts a number in front of them, and by then, the levers that could have moved that number are already fixed in place.
This session breaks down how valuations actually work, what separates a strong multiple from a disappointing one, and what you can still do today to close the gap.