Valuation Services for RIAs, Advisors, and Financial Practices
Certified Under NACVA Professional Standards. Appraiser-Led. One-Time or Annual Programs.
Understand the True Value of Your Business
Using Experience, Data, and Best Practices to Deliver Results
Whether you need annual valuation services or a financial valuation to plan your exit, our extensive knowledge of the M&A market for independent financial service professionals (RIAs, Registered Reps, CPAs, and insurance agents), makes us uniquely suited to deliver accurate and reliable valuations to our clients. With decades of experience, combined with access to extensive real-time deal data, we will help ensure you know the value of your firm and have a reliable and unbiased perspective. In addition, SRG can provide expertise on increasing the value of your advisory business over time so that valuations can grow as you do.
Services at a Glance
One-Time Valuations
An objective assessment of your book of business based on financial composition, client demographics, and transferability factors. A streamlined report delivered in 7 business days.
A comprehensive valuation with detailed benchmarking, KPI analysis, and context around the factors driving your value. Includes dedicated consultation and a certified report grounded in private M&A transaction data.
A deep valuation built around five-year historical financials, normalization adjustments, and forward-looking projections. Designed for firms making decisions around equity, ownership restructuring, or complex transactions.
Annual Valuation Programs
A certified annual update that maintains a current view of your book’s value year after year. Automatic data rollover means each report builds on the prior year’s foundation instead of starting from scratch.
An annual valuation that tracks practice value, performance positioning, and benchmarking data over time. Each update includes a structured intake call, benchmarking analysis, and a debrief consultation connecting valuation drivers to operational decisions.
An ongoing valuation program that monitors enterprise value through earnings, cash flow capacity, and forward-looking projections. Provides long-term visibility into how value evolves with business performance and growth decisions.
Built For Speed When It Matters
Priority Access
Reserves special scheduling to maintain momentum and reduce downtime. Ideal for advisors working against a deadline or outside pressure.
Experience You Can Count On
Rather than relying on all-time figures, we believe in showing what we’re doing today, our current team, current engagements, and active solutions. We prioritize real-time experience over the last 12 months over historical totals.
*Data based on the last twelve months ended December 31, 2025.
NACVA Professional Standards
Every engagement adheres to NACVA professional standards, ensuring the report meets the rigor required for lending, acquisition, benchmarking, and strategic planning purposes.
Industry-Specific Analysis
Valuations are built around the financial composition, client demographics, and transferability factors specific to advisory firm businesses, not generic business appraisal assumptions.
Appraiser-Led Results
Your report is completed and reviewed by the credentialed professional signing it, so the person walking you through your results understands every driver behind the number.
Was in need of a business valuation and the first step to my succession plan. This was done easily and efficiently. Now we plan to move onto having SRG help us with our deal support when we are ready.
— Edward S.
You all did a great job. I was looking for an outside valuation of the firm as I contemplate my next business decision, expansion, and growth strategy going forward. Thanks for all your help. You have provided me fantastic information.
— Bennett W.
You have an excellent program to value practices. I only wish I had gone through this process about four years ago. Thank you for your help in working with me on this process of business valuation.
— Thomas E.
Book a Consultation
Not sure where to start, or which valuation fits your needs? Book a discovery call and our team will help you find the right solution for your firm.
View Pricing & Service Overview
Download our Valuation service overview to view pricing, what’s included, timeline, and how the process works.
Business Valuation FAQs
Common Questions Financial Advisors Ask About Valuation Services
The key reasons to get a valuation are the purchase or sale of a business, sharing equity, contingency planning, estate planning, taking on debt/loans, and benchmarking. In reality – all business owners should receive a valuation on their Company, allowing them/you to track your value and all of the key performance indicators that impact the value.
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.
Ryan Grau, CVA®, CBA® Director of Valuations
John Roxburgh, Project Coordinator
Juli Bigornia, 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.