There may be something comforting about selling your practice to someone you know, someone already working with you, but what makes that a better option than selling to a third party? In this episode,

Many advisors often fail to plan for their eventual retirement and succession, risking their legacy and business. Without a well-designed succession plan, they may face difficulties in finding a suita

There is nothing that can divide a family faster than money issues. When merging firms and keeping them within the family, there are a number of considerations that you need to take into account. In

Are you struggling to figure out how to finance deals in todays competitive market, where interest rates are skyrocketing, and valuations are at all-time highs? As an advisor, growing your business t

Are you an advisor planning for the future? Its time to take a closer look at your succession plan. In todays market, a book of business is no longer just for inheritance and referrals its a valu

Welcome to SRG Off Script, the podcast where experts at Succession Resource Group unpack the latest industry trends, recommendations, and observations, for independent advisors managing their own fina

Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG Off Script, the podcast where Succession Resource Groups experts dive deep into the latest industr