Understand & Maximize the Value of Your Business
Customized Business Valuations for Your Firm
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.
Unbiased Business Valuation Resources
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 calculation of value.
Robust Data for Financial Advisors
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.
Business Valuation Service
Questions Commonly Asked by Financial Advisors
Our business valuation services are completely transparent. We share our data and valuation methods with you to ensure total understanding of how your financial business was valued.
Take our quiz to find out which financial valuation package is right for your business: TAKE QUIZ
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.
Fill out our contact form, call us, or schedule a call.
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.
Not sure where to get started with valuation services?
Take our quiz to find out which valuation service tier is the best fit for your company:
.
$999
per valuation
Best For
Type of Practice
Revenue Size
Under $1M
Book of Business
Used For
Lending,
Acquisition
Features
Options
.
$3,500
per valuation
Best For
Type of Practice
Revenue Size
$1M – $3M
Practice
Used For
Lending, Mergers, Acquisition, Benchmarking, Teaming
Features
Options
.
$3,500
per valuation
Best For
Type of Practice
Revenue Size
$1M – $3M
Practice
Used For
Lending, Mergers, Acquisition, Benchmarking, Teaming
Features
Options
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.
Book a Valuation Discovery Call to Learn More
Schedule an appointment to find out if our business valuation service is a fit for your firm.
Additional Resources
Explore more below for resources specific to valuations – and if you’re looking for even more guidance, visit our full Resource Library.
