Upcoming Webinars
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
How to Get "PE Value" With or Without PE
Cut Through the Noise on RIA Valuation & Exit Strategy
PE-backed buyers were involved in more than 80% of RIA transactions in 2025. But headline multiples rarely tell the full story — and most advisors don’t realize that PE-caliber value may be achievable through internal succession or a sale to a peer when the right planning and deal structure is in place.
This data-driven webinar gives you a clearer look at your exit options based on your practice size, timeline, buyer universe, and long-term priorities.
Topic: Private Equity, Exit Strategies, M&A
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.
