Best Practices: Creating a Business Death/Disability Plan
What would happen to your business, your clients and the value of the company, if something where...
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Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...
Our extensive knowledge of the M&A market for independent financial service professionals (RIAs, Registered Reps, CPAs, and insurance agents), combined with access to extensive real-time deal data, makes us uniquely suited to deliver accurate and reliable valuations to our clients. With decades of experience, we will help ensure you know the value of your firm and have a reliable and unbiased perspective.
Our team has facilitated hundreds of deals, thousands of valuations for advisors, and best of all - we are not affiliated with any broker-dealers, custodians, or on retainer with any of the industry aggregators, so you can rest assured knowing you will receive an objective opinion of value.
Our team draws from a robust pool of data to inform our valuations; we have the industry's largest and proprietary database of actual deals completed to deliver customized insight. Our deals come from a variety of sources, providing a broad industry perspective on current business values.
Our valuations are completely transparent. We share our data and methodology with you to ensure total understanding of how your business was valued.
Take our quiz to find out which valuation package is right for your business:
Depending on your package, we guarantee your valuation between 7 days and 45 days following receipt of complete information.
If you need the valuation sooner, we do have expedited options.
Take our quiz to see which valuation service is right for your business:
All business owners should receive a valuation on their Company.
We strongly encourage that the subject practice engage in the valuation.
All valuations receive a questionnaire upon engagement. The complexity of the questionnaire varies based on the valuation tier.
There are many reasons for getting a valuation of your firm, including selling your business, building an accurate formula into a buy-sell or shareholder/partnership agreement, sharing equity with a partner or your team, obtaining a larger line of credit, securing insurance for the business, placing a value on your personal balance sheet for estate planning, or divorce/partnership disputes to name a few examples.
Valuations are most useful for our clients when used as part of the annual business planning process - allowing them to manage their most valuable asset with full information.
Kristen Grau, CPA, CVA, Executive Vice President
Ary Aptin, CVA, Valuation Analyst
John Roxburgh, Project Administrator
We have relationships with many of the broker-dealers. We may be able to provide you guidance on specific reports that will help get you the information you need. Or, during the intake call, we may be able to provide alternative solutions to gathering the data or figuring out the appropriate inputs to use.
In general, business owners should complete a valuation annually. However, you may want to receive a valuation more or less frequently depending on your situation.
SRG is the best at what we do.
We focus solely within the financial services industry.
We strive for excellence and, as a result, we are always learning, adapting, and revising our deliverables and resources to ensure that you receive a fair, accurate, and timely product as the industry changes.
We are neutral. We are not affiliated with a broker-dealer or custodian.
We pride ourselves on service - providing high-touch, high-quality solutions to every client every time.
All business owners should receive a valuation on their Company.
We strongly encourage that the subject practice engage in the valuation.
Our consultants will only communicate about the valuation with the client(s) who sign our engagement agreement or engaged clients who have given SRG written permission to communicate with outside parties.
We request you complete a valuation questionnaire. There are 9 sections to complete: General Information, Company Information, Technologies, Owner, Personnel, Expenses, Revenue, Client Information, and Client Communication.
There are many reasons for getting a valuation of your firm, including selling your business, building an accurate formula into a buy-sell or shareholder/partnership agreement, sharing equity with a partner or your team, obtaining a larger line of credit, securing insurance for the business, placing a value on your personal balance sheet for estate planning, or divorce/partnership disputes to name a few examples.
Valuations are most useful for our clients when used as part of the annual business planning process - allowing them to manage their most valuable asset with full information.
Kristen Grau, CPA, CVA, Executive Vice President
Ary Aptin, CVA, Valuation Analyst
John Roxburgh, Project Administrator
We have relationships with many of the broker-dealers. We may be able to provide you guidance on specific reports that will help get you the information you need. Or, during the intake call, we may be able to provide alternative solutions to gathering the data or figuring out the appropriate inputs to use.
In general, business owners should complete a valuation annually. However, you may want to receive a valuation more or less frequently depending on your situation.
Our valuations are completed by credentailed, industry experts. Not only are we qualfied to complete a certified valuation report, but SRG focuses solely within the financial services industry.
We strive for excellence and as a result, we are always learning, adapting, and revising our deliverables and resources to ensure that you receive a fair, accurate, and timely product as the industry changes.
We are neutral. We are not affiliated with a broker-dealer or custodian.
What would happen to your business, your clients and the value of the company, if something where...