Spring Clean Your Business | The Ultimate Annual Entity Maintenance Checklist
An RIA firm owner’s roadmap to increasing your firm’s value in a sustainable way that enhance your firm’s market value now and in the long-run. Succession Resource Group shares six ways firms can carve a path towards smarter growth, identifying levers for better business decisions that retain talented employees as well as ideal profit margins.
Putting Your Equity to Work
Watch the Replay Related Resources 2025 Advisor M&A ReportCheck Out our Press Release→ The Why Who & How of Equity SharingCheck Out the eBook→ 12 Key Reasons to Assess Your Practice’s Value Annually Read the Article → Carrot and the StickListen to this Podcast→ Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
12 Key Reasons to Assess Your Practice’s Value Annually
An RIA firm owner’s roadmap to increasing your firm’s value in a sustainable way that enhance your firm’s market value now and in the long-run. Succession Resource Group shares six ways firms can carve a path towards smarter growth, identifying levers for better business decisions that retain talented employees as well as ideal profit margins.
Trust Isn’t a Strategy: Protecting Your Practice and Unlocking Growth with Employment Agreements
An RIA firm owner’s roadmap to increasing your firm’s value in a sustainable way that enhance your firm’s market value now and in the long-run. Succession Resource Group shares six ways firms can carve a path towards smarter growth, identifying levers for better business decisions that retain talented employees as well as ideal profit margins.
2025 Advisor M&A Review
Watch the Replay Related Resources The Succession Resource Group 2025 Advisor M&A ReportRead our press release → 2025 M&A InfographicDownload this infographic → Seller Readiness E-bookDownload this guide → Selling Your Practice with Expert Advocacy Watch this webinar → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
Six Ways to Increase the Value of Your RIA Firm
An RIA firm owner’s roadmap to increasing your firm’s value in a sustainable way that enhance your firm’s market value now and in the long-run. Succession Resource Group shares six ways firms can carve a path towards smarter growth, identifying levers for better business decisions that retain talented employees as well as ideal profit margins.
Selling Your Practice with Expert Advocacy
Watch the Replay Seller Resources Seller Readiness eBookDownload this guide → Psychology of DealmakingWatch this webinar → Seller Advocacy Program View Our 9 Step Process → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
10 Tips for Selling Your RIA
An RIA firm owner’s roadmap to increasing your firm’s value in a sustainable way that enhance your firm’s market value now and in the long-run. Succession Resource Group shares six ways firms can carve a path towards smarter growth, identifying levers for better business decisions that retain talented employees as well as ideal profit margins.
The Psychology of Dealmaking in Advisory RIA M&A Transactions
Navigating Emotional & Behavioral Triggers for Success
How to Effectively Share Equity
Watch the Replay Related Resources The Principles of Equity SharingGrab this quick overview → Retain Talent Through Equity Sharing Listen to this podcast → Everything EquityWatch this related webinar → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Explore Equity Services Start leveraging your most valuable asset to keep and attract top talent. Talk To An Expert Schedule a chat with our team.
