
Employment agreements are often treated as a formality, until a key employee leaves, client relationships walk out the door, or a succession plan starts to unravel.In this episode of The SRG Exchange, SRG’s consulting team and General Counsel break down the real-world role of restrictive covenants in advisory firms, and why the biggest risk is often having no agreement in place at all.The group explores the difference between non-competes, non-solicits, and no-serve provisions, why enforceability varies state by state, and how firms can create protections that are both practical and reasonable.
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Dealing with Acquisition Risk: How Buyers and Sellers Balance Price, Terms, and Uncertainty (Ep. 36)

To PE or Not to PE: What Every Advisor Should Know About Private Equity Offers (Ep. 35)

Advisor Compensation: How to Pay Your Team the Right Way (Ep. 34)

The Exchange: Selling Your Advisory Practice and What Every Owner Needs to Know (Ep. 33)
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