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Find Your Solution for Effective Succession Planning.

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Planning for the day when you transition the business you’ve built to someone else can be a daunting task. But it doesn’t have to be.

In addition to providing you with access to expert succession planning consultants, Royal Alliance offers access to two succession and continuity programs that can be customized to fit your specific business model:

The Business Value Program

The Business Value Program (BVP) has been developed by David Goad, president of Succession Planning Consultants. The BVP is structured to give you, as a business owner, the ability to independently implement a custom plan to create, protect and extract the maximum value from your practice. We offer numerous opportunities to interact, including regional planning meetings for advisors to explore the succession planning topic. The BVP provides a framework for early, mid, and late-career independent advisors which includes:

  • Sample buy/sell agreements
  • Business forms
  • Compensation models
  • Continuity plan templates
  • Valuation calculators
  • And strategies for enhancing what your practice is worth

Succession Resource Group (SRG)

Succession Resource Group (SRG) is a succession consulting firm that helps advisors with valuing, protecting, growing, and transitioning their business. SRG seeks to help advisors effectively and efficiently manage, protect and grow the value of their business over the course of their career. Services are billed on a combination flat fee/hourly model. The flat fee covers all deliverables and typical amount of necessary support, with any additional support simply billed hourly, ensuring you receive the right solution for the right price. Services include:

  • Death/Disability Plans
  • Acquisition Support
  • Retained Seller Search
  • Turnkey Deal Support
  • Succession Plan Support
  • Retained Successor Search
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Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA, SIPC and registered investment adviser.

Securities may lose value. Not FDIC/ NCUA insured. Not Bank or Credit Union guaranteed.

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