Valuation Service Overview
Certified Valuations for RIAs and Financial Advisors
CoreValue
CoreValue is a streamlined, certified valuation designed for advisors seeking an objective assessment of their book of business using private M&A transaction data. Built for speed and clarity, it delivers a defensible valuation report — whether for lending, general knowledge, or continuity planning, with a 7-business-day turnaround. SRG’s credentialed valuation team conducts every engagement under NACVA professional standards. The service overview below is an interactive document outlining what’s included, pricing, and the team behind your valuation.
PracticeValue
PracticeValue is a certified valuation engagement for advisors and firm owners who want a thorough understanding of their practice’s value, performance positioning, and key value drivers. Grounded in private M&A transaction data and detailed benchmarking analysis, it provides a certified report alongside a debrief consultation that connects valuation drivers to operational decisions. SRG’s credentialed valuation team conducts every engagement under NACVA professional standards with a 20-business-day turnaround. The service overview below is an interactive document outlining scope, pricing, and the team that leads each engagement.
EnterpriseValue
EnterpriseValue is a comprehensive, certified valuation engagement designed for RIAs and advisory firms that require a deeper, enterprise-level understanding of true economic value. Through a rigorous income-based approach, SRG evaluates financial performance, earnings quality, and cash flow capacity to produce a defensible, transaction-grade valuation grounded in real economic performance. The result is not simply a report — it is a valuation framework designed to support sophisticated decision-making and strengthen negotiating position. The service overview below is an interactive document detailing scope, methodology, pricing, and the team leading your engagement.
Annual CoreValue
Annual CoreValue is a certified annual valuation program designed for advisors who want to maintain a current, objective view of their book of business year after year. Rather than starting from scratch each time, the annual structure builds on prior data with automatic rollover and an expedited 2-business-day turnaround. SRG’s credentialed valuation team conducts every engagement under NACVA professional standards. The service overview below is an interactive document outlining scope, annual pricing, and the team behind your valuation.
Annual PracticeValue
Annual PracticeValue is a certified annual valuation program for advisors and firm owners who want to track practice value, performance positioning, and key benchmarking data over time. Each annual update includes structured consultation calls, detailed benchmarking analysis, and a debrief that connects valuation drivers to operational decisions. SRG’s credentialed valuation team conducts every engagement under NACVA professional standards with a 10-business-day turnaround. The service overview below is an interactive document outlining scope, pricing, and the team that leads each engagement.
Annual EnterpriseValue
Annual EnterpriseValue is a certified annual valuation program designed for advisory firms that want to track enterprise value consistently over time. A single valuation tells you where you stand today, an annual program tells you whether your decisions are building or eroding value year over year. SRG delivers a certified, income-based valuation conducted under NACVA professional standards, with automatic data rollover and an expedited delivery timeline for enrolled clients. The service overview below is an interactive document outlining scope, annual pricing, and the valuation team that leads each engagement.
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.
