Succession Resource Group Helps Financial Professionals Plan for Their Own Businesses, Now at 10% Off

Financial professionals, like any small business owner, need to consider what will happen to their business after they’re no longer a part of it. To control what happens, there needs to be a plan on how to transfer the business to another owner. Research shows that failures in transferring businesses can be traced back to one factor: an unfortunate lack of succession planning. We want the wishes of our field associates to be met when it comes time. That’s why we’ve contracted with Succession Resource Group (SRG).

SRG is a succession planning consulting firm dedicated to helping financial professionals. They help them value, grow, protect and plan for the transition of their business. SRG serves clients across the country and provides turnkey acquisition support, assistance creating contingency plans, and personalized succession/exit strategies.

They focus on providing customized strategies to help plan for and effectively manage the equity of a business.

Ameritas field associates will receive 10% off their services, which includes:

• Valuation: As a financial professional, the most valuable assets are the relationships built with clients. SRG provides a unique combination of industry expertise and sales data to provide an accurate estimation of value.
  Improvement: SRG can help financial professionals understand and refine critical elements to building sustainable and transferable business value.
• Protection: Protecting the value of a business and ensuring that clients are cared for is critical given the strict regulatory environment of the industry. SRG has the industry knowledge and form contracts to make the process of creating a plan easy, efficient, and effective.
• Growth: An acquisition is the fastest way to grow a financial services practice. However, finding a business to purchase, then closing the deal can be difficult and time consuming. SRG has the expertise to help make this process as fruitful as possible.
• Succession: Whether the succession plan is simple or complex, internal or external, short-term or long-term, it can be seamless with SRG.
• Private Consulting: SRG works on a variety of projects which often require elements of different programs or other custom work and research. From helping a financial professional setup or effectively leverage a complex business structure, to developing compensation structures, SRG can help.

SRG has a full learning center with access to white papers, research documents, books, and checklists. Feel free to check it out.