Every engagement is consultative: SRMG designs the strategy and coordinates with your financial professionals and attorneys. Collaborative partnerships, from the people who know you best.
When a business sale, significant gain, compensation decision, or other financial event creates an unusually complex tax situation, the timing and structure of the decisions matter. SRMG works alongside your existing financial professionals and attorneys to examine the broader picture, evaluate potential planning and mitigation strategies, and identify opportunities while meaningful options remain.
A structured look at what could break: concentration, succession timing, regulatory shifts, industry disruption, family dynamics. Delivered as a clear-eyed assessment and a prioritized plan — while every option is still on the table.
For the client file that just got heavier than your week: SRMG steps in beside your firm with strategy-level depth — a strategic partner on complex cases, education for your team, and the framing that turns compliance relationships into strategy relationships. Your client relationship stays intact. Your firm gains another layer of strategic depth.
Facilitated working sessions for families and leadership teams — succession, legacy, and the conversations everyone has been postponing. Structured, discreet, and built to end in decisions.
Keynotes, workshops, and national study-group sessions that bring sophisticated tax and planning concepts into sharper focus for the professionals guiding important financial decisions. Mike’s talks on legacy planning and the tax and societal impact of charitable planning have reached attorneys, accountants, and financial advisors from Austin to San Diego. Complicated ideas, told as stories people remember.
Here for every moment.
Not just one engagement.
Ongoing strategy with SRMG runs month to month, so the table stays set all year. When the offer lands in June, the bonus hits in October, or the family conversation can’t wait for April, SRMG is already in the room — working alongside the professionals you already trust. Month to month. All year round. Every moment that matters.
Strategic Risk Management Group provides consulting and education; clients should rely on their own qualified professionals for execution and compliance. Nothing on this page constitutes accounting, legal, or investment advisory services.
Your next move might be closer than you think.
Whether you advise clients or are navigating a significant financial decision of your own, the right questions can reveal opportunities worth a closer look.
This quick check-in is designed to get you thinking about where strategy might make a difference. Along the way, we’ve mixed in a few unexpected questions just for fun, because not everything needs to feel like a boardroom conversation.
No spreadsheets. No pressure.
Just a fresh perspective on what comes next.
The fine print, cheerfully: this quiz is entertainment only — not tax, legal, accounting, insurance, or investment advice, and no result creates a client relationship. Tax figures: IRS published rates for tax year 2026; IRS Statistics of Income data for tax year 2023, as summarized by the Tax Foundation; Cerulli Associates (2024). Federal only; illustrations are simplified. Statistics marked “made up” are, in fact, made up. Full disclosures live in the footer.
One conversation determines fit, scope, and timing — and the calendar runs all year round.
Request an Assessment ↗