Valuation Approach
FA CMA Valuation Tiers offer either market-based or income-based approach.
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Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...
The valuation provides advisors with an objective, 3rd party opinion of value based on actual comparable sales in the financial services industry.
Leveraging our proprietary nationwide database and extensive expertise, our valuation service provides the most current and accurate valuation of your financial services business. Our team has expertise valuing independent RIAs, IBDs, securities practices, accounting practices, insurance agents/agencies, and OSJs. During the process, the SRG team also helps identify key value drivers and detractors, helping you understand your value as you plan for succession, equity sharing, buying a practice, creating a death and disability plan, or benchmarking.
FA CMA Valuation Tiers offer either market-based or income-based approach.
Different valuation tiers for varying revenue types from under 1m revenue to 5m+ revenue.
Our appraisers hold the Certified Valuation Analyst (CVA) and Certified Business Appraiser (CBA) Designations.
Starter | Business | Premium+ | Enterprise | |
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Price |
Market Based $ 999 $ 6 per valuation |
Market-Based $ 3,500 $ 7 per valuation |
Income-based $ 6,500 $ 29 per valuation |
Market/Asset/Income-based $ 10,000 $ 79 per appraisal |
Features | ||||
Certified Valuation Our appraisers hold the Certified Valuation Analyst (CVA) Designation. |
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Single Point of Contact Your point of contact would either be Josh Clifford or Kristen Grau, who both hold the Certified Valuation Analyst (CVA) designation. |
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Industry Specific Questionnaire | N/A | |||
Consultation Call(s) | ||||
KPIs & Benchmarking | ||||
Mid-Year Valuation & Benchmarking Update | ||||
Complimentary Tier 1 Valuation | ||||