The Exchange: Entity Structure and Why It's The Backbone of Your Advisory Firm (Ep. 28)

Entity structure is not just paperwork. It shapes how your firm grows, shares ownership, and eventually transitions.

In this episode of The SRG Exchange, SRG’s consulting team and general counsel break down what advisors need to know about entities and entity maintenance, and why firms often outgrow the structure they set up years ago.

You’ll learn:

How entity design affects internal succession and equity transfersWhy S-corp rigidity can create hidden obstaclesWhat ownership classes, voting rights, and governance terms actually changeWhat entity maintenance looks like in practice and why it mattersCommon mistakes that create risk during growth, M&A, or exit

Whether you are building your first entity or planning for future owners, this episode offers practical clarity on structuring your firm for long-term flexibility and value.