How Financial Advisors
Leave a Legacy

Succession Planning Is More About Growing Than Going

Ensure your financial advisory practice continues to grow and thrive well after you are ready to slow down. Our team of business succession experts will guide you through creating a detailed plan that includes our recommendations, timeline overviews, pro forma cash flow models, flow charts & organizational plans, and all necessary supporting agreements to initiate your succession plan to help ensure growth and profitability for years to come as you create a multigenerational advisory business.

Customized Strategies for Your Advisory Team

We understand no two teams are the same, and that your priorities are unique to you. Don’t settle for a cookie-cutter strategy. We have developed a variety of strategies to help you and your successors, and will guide you to the correct solution.

A Comprehensive Succession Plan

Having helped hundreds of financial advisors of varying sizes create their succession plan, we will ensure you are able to make each decision with full information with the guidance of our dedicated in-house team of seasoned professionals.

Succession Planning at a Glance

Using our highly evolved approach and strategies, we help owners and their team develop truly unique and comprehensive succession plans built for your industry.

We offer two service packages based on your needs. At a minimum, all of our succession plans include:

  • Single point of contact 
  • Contracts needed to initiate the plan
  • Up to two (2) contract revisions
  • At least ten (10) consultation calls
  • Cash Flow Model analysis

Our elite succession plan package includes additional consulting and industry resources to ensure no stone is left unturned. We will work with you to ensure you have a workable plan by coordinating with your tax professionals, and memorializing the plan through our dedicated succession blueprint document.

SRG was great. Proactive, patient, expert. At the end of the day, I received exactly the product I was looking for.
— John F.
Thank you for your services. I am convinced that, had my partner and I taken this to an attorney, we would have spent two or three times as much. Also, I especially appreciate your attention to the tax aspects of the succession plan (…)
— Hal R.
The SRG team have been of immense value in helping me set up a suitable succession plan between myself and my junior partner. The custom guidance and flexible solutions were vital to making it all happen.
— Phil H.

Succession Pricing

Premium

Elite

$11,000

$17,000

Best For

Industry
RIA, Advisory, Insurance, OSJ, Retirement Plans, CPA Firms
RIA, Advisory, Insurance, OSJ, Retirement Plans, CPA Firms, Other Industries
Number of Owners

One Owner

Multi-Owner

Number of Successors
One Successor
Multi-Successor

Features

Coordination with tax professional

Common Add-ons

.

$11,000

Best For

Industry
RIA, Advisory, Insurance, OSJ, Retirement Plans, CPA Firms
Number of Owners

One Owner

Number of Successors
One Successor

Features

Coordination with tax professional

Common Add-ons

Succession Planning Service FAQs

Our succession planning services is for owners/founders seeking to create a plan/roadmap to eventually exit their business and transition it to the next generation of talent on their team. The focus of the work is generally on the founder(s) since they are the ones who need a solution, but succession planning requires involvement from all parties as the plan progresses. As a result, while our work starts with the owner/founders, as the work progresses, most owners choose to integrate their successors into the planning process.

Article: Succession Planning 101

With all service tiers; you will receive dedicated consulting through video meetings, telephone calls, and emails. Clients obtaining Premium Succession Planning support will receive robust cash flow modeling that fully illustrates the planned series of transactions needed to fulfill the plan as well as the necessary contracts to begin implementation of the plan. Clients obtaining Elite Succession Planning support will additionally receive a robust written Succession Blueprint document to further clarify all aspects of the plan, enhanced resources to support decision making and transition planning, and direct coordination with your tax professional(s) to ensure optimal alignment throughout the process.

Talk with Our Business Development Team to Learn More

Schedule an appointment to learn more about our succession planning services.