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
Close Strong, Start Fast:
The Owner's Year-End Playbook
The strongest practices don’t wait for a crisis, or for January, to get organized. They use the final weeks of the year to close open items and the first weeks of the next to start the work that takes time. This session is a checklist for both: what to finish before December 31, and what to put in motion in Q1 so you open the year already set up to grow.
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.
Topics: Industry Trends, Valuation, Equity, Continuity, Best Practices, Entity, Compensation, Employment Agreements
2027 Advisor M&A Review
Our flagship webinar is back for its 11th year. SRG Founder and CEO David Grau Jr. MBA and Director of Transaction Advisory Services, Parker Finot walk through what those deals actually looked like in 2026: where valuations landed, how deal terms are shifting, who’s buying and what to expect in 2027. Can’t make it live? Register anyway and we’ll send you the recording.
