June 3, 2023

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Ameritas Expense Business, LLC and Succession Resource Group Partner to Develop M&A Methods | Condition

3 min read

Succession is about a transition of belief and guaranteeing the upcoming technology can create on their predecessors.

The new alliance will far better align SRG and AIC aims, aiding AIC economic experts increase through acquisition and acquire their succession program. AIC also expects the alliance will build a win-earn, with their business much more most likely to retain monetary experts and property through SRG’s proactive consulting, sources, information and facts, and reduced service fees that are portion of the alliance.

In accordance to Kurt Shallow, Ameritas Senior Vice President – Agency & Advisor Distribution, and President of Ameritas Financial commitment Corporation, LLC, “We are fully commited to helping our fiscal gurus have the sources they will need to develop their agency and depart a legacy for the future era of financial pros and clients they provide. AIC sees succession scheduling as a important section of both our firm’s very long-time period achievements and the results of our monetary gurus. This is an interesting source for our monetary industry experts, and we glance ahead to observing how SRG can reward our organization.”

SRG’s President, David Grau Jr., MBA, expressed the enjoyment of his organization about the alliance and the prospect to guidance these kinds of a ahead-contemplating organization that understands the value of retaining a business like SRG that is focused to their craft and serving the marketplace.

Grau added, “Getting labored carefully with AIC for several a long time, we are energized about deepening and formalizing our relationship. The function we do with money experts is not about a transaction or a sale. It is really about a transition of believe in and ensuring the upcoming technology can build on their predecessors. AIC understands succession isn’t an event it really is a course of action, and a approach that needs fiscal gurus to begin with the stop in thoughts. We can improved aid this doing work carefully as a group with AIC.”¬†

The new system will kick off in July with SRG’s most recent four-part interactive educational AUM Accelerator sequence, dedicated to serving to AIC money industry experts superior fully grasp the M&A industry right now, funding trends, offer structuring alternate options, and approaches to locate and shut bargains. Extra material and sources will go on to be furnished in the course of the remainder of 2021 and into subsequent a long time to make certain the subject stays top of mind for the company operator/economic professionals at AIC.

Ameritas is a advertising name for Ameritas Mutual Holding Firm and its affiliated subsidiary businesses, together with Ameritas Daily life Insurance coverage Corp. and Ameritas Lifestyle Insurance policies Corp. of New York. Founded in 1887, Ameritas offers a huge assortment of coverage and monetary merchandise and solutions to men and women, family members and firms. These goods and products and services involve daily life insurance plan annuities personal incapacity earnings insurance team dental, eyesight and hearing treatment coverage retirement ideas investments asset administration and general public finance. Securities supplied as a result of affiliate Ameritas Expense Business LLC., member FINRA/SIPC and financial commitment advisory expert services offered through the business enterprise title of Ameritas Advisory Services. For much more info, stop by ameritas.com.

Hunter Reeves, Senior Media Relations Specialist 

Succession Useful resource Group, Inc. (SRG) is an award-profitable succession consulting agency with many years of put together industry practical experience. SRG possesses a distinctive combination of competencies, methods, and know-how to deliver turnkey remedies encouraging advisors realize the benefit of their business, establish tactics to strengthen that benefit, defend the value with right agreements and options, expand via M&A, and develop/execute their exit method.

David Pan, Marketing and advertising & Brand name Manager

Source Succession Source Team, Inc.

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