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
Grow Your Firm Without Limiting Your Future Exit Options
Grow Today. Keep Your Options Tomorrow.
Build enterprise value without limiting your future exit options.
Join us March 11 to learn how to grow strategically while preserving flexibility for succession, sale, or long-term independence.
Topic: Strategy, Succession Planning & Continuity, M&A
Speakers
Founder/CEO
Building Your Team for Succession Success
How employment structure, role clarity, and team alignment can support a stronger succession plan.
Succession planning is not just about the transition itself. It is about building the team structure, role clarity, and internal alignment needed to support continuity long before that transition begins. This conversation explores how employment-related planning can strengthen a firm’s succession strategy by helping advisors create a stronger foundation for future leadership, stability, and long-term success.
Topic: Succession Planning, Employment Structure
Speakers
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.