Using experience, data, and best practices to deliver results
Whether you need annual valuation services or a financial valuation to plan your exit, our extensive knowledge of the M&A market for independent financial service professionals (RIAs, Registered Reps, CPAs, and insurance agents), makes us uniquely suited to deliver accurate and reliable valuations to our clients. With decades of experience, combined with access to extensive real-time deal data, we will help ensure you know the value of your firm and have a reliable and unbiased perspective. In addition, SRG can provide expertise on increasing the value of your advisory business over time so that valuations can grow as you do.