Growth & Acquisition Services
AcquireEdge
Once you have identified a seller, our dedicated team gets to work helping you buy-side to negotiate and close the deal. SRG will help you evaluate the opportunity, help you craft the initial buyer communication, conduct detailed before and after-tax cash flow analysis, identify beneficial tax strategies, leverage the right financing, communicate and negotiate with the seller, and provide comprehensive resources to help you win the deal.
Deal Support
SRG’s Deal Support Services are for advisors who have found their respective buyer or seller and need help putting the deal together, then getting it across the finish line. We work with all sides of the deal and provide all necessary support and guidance, including compliance considerations, financing, tax considerations, client communication, and customized form contracts.
Succession Services
Our team of experts will ensure a succession plan that includes the timeline, pro forma cash flow models, compensation research, flow charts & organizational plans, and all necessary supporting agreements to ensure growth and profitability for years to come.
myCompass Marketplace
Through our acquisition support programs, we assist potential buyers in finding practices to acquire in multiple capacities – from our buyer profile program to our more comprehensive Seller Workshops. We can work passively or actively to help you gain greater market share.
LendingWell
We work with a wide variety of industry lenders to help you get the funding you need in a timely manner and ensure that you are connected with the appropriate bank the first time, streamlining the process. Unlike mortgages for example, commercial lending for businesses has a tremendous amount of variation from one bank to the next, each having their own unique limitations and features. The site makes quick work of understanding your deal or financing needs and then matches you with industry lenders best suited for your needs, and best of all, provides you with reviews of each lender so you can make sure you work with the best partner.
