We're a
Collaborative Partner

SRG provides the resources and support to ensure that each partner firm has access to the expertise and resources needed to help your advisors meet their growth and succession needs.

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Enterprise Level Solutions

With years of experience working with advisors, broker dealers, and custodians, SRG has developed a robust library of resources and content that can be leveraged to help our partners quickly and cost-effectively provide best-in-class resources and educational content to their advisors. 

Industry Expertise

Our team has decades of M&A and succession experience working in the financial services industry. We understand the industry’s nuances, as well as the tax and compliance considerations. We will help you understand the alternatives, what others have done that has worked well, and create unique solutions to meet your advisor’s needs.

Ways we can work together

Joint Affiliation

Our Joint Affiliation program is designed to position Succession Resource Group as a trusted partner and outside expert you can refer advisors to, knowing we will work as a team with you, our corporate partner. We will also work to provide educational content you can leverage!

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Practice Valuator Model

Helping your advisors understand and manage the value of their business is becoming increasingly important and a great way to get them thinking about building bigger better businesses. Our Practice Valuator Model is designed to work closely with you on a pilot basis to understand the process and information needed, so SRG can work with you to develop a turnkey process for your advisors.

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Seller Referral Program

Through SRG’s Seller Referral Program, we will represent your referred sellers that qualify for our Seller Advocacy Program at no cost to them, keeping assets on platform, and pay you 1% of the sales price, creating a win-win-win solution!

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Request a Speaker

Are you interested in having one of Succession Resource Group’s experts contribute to your event/meeting? We have professionals with expertise on various topics including succession planning, valuation, growing your value, phantom stock plans, employee compensation, deal structuring, and more. Please complete the link below to provide us with a few details so we can confirm our availability and fee.

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AUM Accelerator Series

Our 4-part buyer-focused webinar series is tailored for your advisors looking to grow through acquisition. We deliver creative strategies on how to prepare for acquisition, how to source sellers, and how to negotiate and close the deal. This series is designed to be interactive and answer the advisor’s questions in real-time while sharing industry best practices.

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Licensing Arrangement

For firms that want to provide more than just an introduction to a trusted firm like SRG, we will create custom-tailored and branded set of deliverables for your firm. Examples you can leverage for your advisors include licensing compensation and employment solutions, our Practice Valuator valuation tool, turnkey contingency planning packet, or M&A resources and contracts.

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Better Together

As a partner, we work collaboratively with your internal team and resources to provide the most comprehensive solutions to your advisors.

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Services

Valuation
Contingency Planning
Selling & Succession
Entity & Employment
Growth & Acquisition
Enterprise Consulting

Partnerships

Become a Partner
Request a Speaker

Marketplace

Buyer Profile
LendingWell
Seller Listings

Resources

Learning Center
Newsletter

Valuation
Contingency Planning
Selling & Succession
Entity & Employment
Growth & Acquisition
Enterprise Consulting

Become a Partner
Request a Speaker

Buyer Profile
LendingWell
Seller Listings

Learning Center
Newsletter

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Ways we can work together

Complete the survey and our event coordinator will reach out to you within two (2) business days.