Business Succession, Wealth Preservation, and Capital Strategy for Business Owners
Your CPA handles your taxes, and your attorney prepares your trust and legal documents. SRG Consulting coordinates the business and financial strategy around them. Drawing on more than 30 years of firsthand business ownership and financial experience, we analyze your balance sheet, profit and loss, cash flow, EBITDA, market, competition, capital needs, and long-term goals. We then identify the gaps and build a practical roadmap connecting business growth, trust and entity continuity, tax-aware planning, commercial financing, retirement, buy-sell funding, wealth preservation, succession, and your eventual exit. We work directly with your CPA and attorney, so every component supports the same five-, ten-, or fifteen-year objective—and your business is built to grow, adapt, and continue.
Committed to the highest standards of fiduciary awareness, transparency, and ethical conduct.
Where SRG Fits in Your Business
For Business Owners, Executives, Families, and Individuals
Who We Are: The Experts Behind The Structure
SRG Consulting PLLC is the financial expert, the insurance expert, and the structural expert behind trusts, corporations, and how they interact with one another. We build business models, run feasibility studies, and engineer continuity throughout the entire course and lifetime of your business.
The only things we don't physically do are prepare your taxes and draft the physical trust document — your CPA and attorney handle those. We do everything else: the strategy, the structure, the analysis, the funding, and the coordination that makes all of it work as one plan.
Business Owners
We help you answer the questions that determine whether your company — and your family — are actually protected:
- •What is the business really worth, and could it survive without you?
- •What happens if a partner dies, becomes disabled, divorces, or wants to leave?
- •Is the buy-sell agreement funded — with enough liquidity to actually execute it?
- •Are key employees protected and incentivized to stay?
- •Is the company prepared to borrow, expand, acquire, or sell?
- •Is your personal wealth unnecessarily exposed to business risk?
- •Can you retire without depending entirely on selling the business?
Individuals & Families
We help you answer the questions that determine whether your company — and your family — are actually protected:
- •Am I financially prepared for retirement, and are my accounts coordinated?
- •Are my beneficiaries and estate documents aligned — or will assets go through probate?
- •Do I understand the products and policies I already own?
- •How will taxes affect my retirement income?
- •Are my attorney, CPA, insurance, and financial professionals working from the same plan?
What We Do
Only after understanding your situation do we design solutions — selected because they address a documented need, not because someone wants to sell them:
Our Philosophy
Educate first. Identify the gaps. Model the consequences. Coordinate the solution.
This site was intentionally built as a guided educational resource.
Strategic wealth preservation has many moving parts, and every enterprise is unique. SRG Consulting, PLLC was created to help business owners, executives, and families better understand their options, identify what matters most, and make informed decisions with absolute confidence.
Educate First
We explain before we recommend.
Simplify the Complex
We make financial concepts easier to understand.
Guide the Next Step
We help visitors find the right starting point.
SRG Signature Assessments
Identify blind spots, measure your readiness, and gain actionable insights with our proprietary diagnostic tools designed for high-net-worth individuals and business owners.
Select
Questions
Results
Executive Wealth Readiness Score™
Evaluate your personal wealth architecture, tax exposure, and retirement readiness.
The Business Owner Exposure Score™
Identify critical gaps in your corporate protection, key-person coverage, and buy-sell funding.
Succession Readiness Score™
Measure how prepared your business is for an exit, transfer, or unexpected transition.
Trusted by Industry Leaders
Built on a foundation of fiduciary standards, transparency, and decades of elite advisory experience across Scottsdale, Phoenix, and the greater Arizona area.
30+ Years Experience
Executive advisory & financial services
Commercial Finance
Deep background in large-scale transactions
Mortgage Banking History
12+ years owning and operating a mortgage banking firm
Real Estate Expertise
Decades of investor-focused real estate leadership
Large Transaction Experience
Involvement in $250M+ commercial and $1B+ property transactions
Trust & Succession Planning
Advanced corporate & estate coordination
Meet Your Advisory Team
Our advisors hold advanced degrees and elite certifications, ensuring you receive the highest level of strategic guidance.
Anthony D'Amato
Principal Advisor | License No. 19177286 (AZ, NV, CO, UT, WA, FL, TX)
Anthony D’Amato brings more than three decades of experience across finance, mortgage banking, real estate, commercial lending, business development, and trust-centered wealth strategy. His career includes involvement in major commercial transactions, including a $250 million commercial construction financing transaction that was successfully funded after a 13-month process, as well as participation in the confidential sale of a hotel-casino property valued at more than $1 billion.
Anthony’s background spans large-scale real estate projects, commercial finance, investor-focused real estate strategy, mortgage-backed securities, corporate structuring, and advanced trust planning concepts. His experience includes exposure to real estate investment trusts, BDITs, GRATs, ILITs, CRTs, dynasty trusts, living wills, living trusts, revocable trusts, Delaware statutory trusts, Nevada statutory trusts, and other corporate and estate-planning structures.
At SRG Consulting PLLC, Anthony focuses on helping business owners, partnerships, sole proprietors, and small to mid-cap corporations evaluate wealth preservation, asset strategy, buy-sell agreements, succession exposure, and long-term business continuity. His work is built around one central principle: successful business owners need coordinated strategies that protect enterprise value, personal wealth, ownership interests, and legacy objectives before a liquidity event, partner dispute, tax issue, disability, death, or forced transition creates unnecessary financial exposure.
Ben Goss
Senior Advisor
Ben Goss earned his Master of Business Administration (MBA) from Regis University in Denver, Colorado, and brings a disciplined, performance-driven background in business development, sales leadership, and market expansion.
Throughout his career, he has recruited, developed, and trained hundreds of sales professionals, personally made thousands of cold calls, knocked on thousands of doors, and delivered thousands of revenue-generating sales presentations for the organizations he has represented.
Driven by an entrepreneurial work ethic and a relentless commitment to growth, he has worked across more than 15 major metropolitan markets throughout the United States. His career has also taken his family through seven major markets where they have lived and built roots, including Philadelphia, Orlando, Phoenix, Denver, Kansas City, Omaha, and Richmond.
Ashley Blaylock
Advisor | License No. 21691383 (AZ)
Ashley Blaylock is a dedicated financial professional bringing strategic insight and client-focused advisory services to SRG Consulting PLLC. She focuses on helping clients navigate complex financial decisions with clarity and confidence.
We work best with business owners, corporate executives, and high-net-worth individuals who require sophisticated risk mitigation, tax-aware planning, and structured legacy strategies.
* All strategies are tailored to individual circumstances. Content is for educational purposes and does not constitute legal, tax, or investment advice.
Local Expertise for Business Owners
SRG Consulting PLLC provides highly specialized strategic guidance for business owners and executives. While our home base is Arizona, we work with closely held business owners across multiple states — coordinating with your local CPA and estate attorney to ensure state-specific rules are respected.
Client Pathways
We provide tailored strategic guidance for distinct financial needs across Arizona, including Scottsdale and Phoenix. Select your path below to see how we structure our advisory relationships.
Business Owners
Partnerships, closely held companies, and founders preparing for liquidity or managing succession.
Explore StrategyExecutives
Managing concentrated equity exposure, corporate protection, and complex compensation structures.
Explore StrategyRetirees
Structuring reliable income streams, protecting against long-term care costs, and preserving legacy.
Explore StrategyFamilies
Navigating multi-layered financial complexity and multi-generational wealth architecture.
Explore StrategyCorporate Planning
Advanced institutional strategies, executive compensation design, and enterprise risk mitigation.
Explore StrategyThe Coordinated Workflow
True wealth architecture doesn't happen in silos. Experience our guided process connecting capital, retention, succession, and trust strategies into one cohesive plan.
1. Capital & Lending
Secure the capital needed for expansion, acquisition, or restructuring.
Before implementing advanced tax or succession strategies, the business must have the right capital stack. We evaluate SBA loans, commercial real estate financing, and working capital to ensure liquidity.
Industry Strategy Portals
Specialized wealth architecture and corporate protection strategies designed for the unique challenges of your industry.
Construction
Wealth architecture, bonding capacity, and succession planning for construction business owners.
Enter PortalHealthcare
Partner buy-sell funding, physician retention, and asset protection for medical practices.
Enter PortalDental
Practice transitions, overhead protection, and wealth extraction for dental professionals.
Enter PortalManufacturing
Enterprise protection, supply chain risk mitigation, and exit planning for manufacturers.
Enter PortalLogistics
Executive retention, operational continuity, and key-person protection for logistics firms.
Enter PortalReal Estate
Tax mitigation, 1031 exchange strategies, and liquidity planning for real estate investors.
Enter PortalWhy SRG Consulting
Business owners face a level of complexity that traditional advisors aren't built to handle. Your wealth, your business, and your family systems are interconnected — and one wrong decision can cascade across all three.
SRG was built to solve this. We architect integrated, multi-layered strategies that protect your wealth, prepare your business, and secure your family's future — today and for generations.
30+ Years Experience
Advanced planning experience navigating complex liquidity, succession, and risk scenarios.
$1B+ Structured
Proven track record structuring solutions across complex owner and family scenarios.
Fiduciary Standard
Objective advice unconstrained by proprietary product quotas or bias.
Architectural Approach
We design systems and engineer outcomes—not transactional or product-driven.
The SRG Methodology
We don't just sell products. We design, build, and manage comprehensive wealth architectures for business owners and executives through a disciplined, four-step process.
Assess & Diagnose
We begin by analyzing your current business value, tax exposure, succession readiness, and personal wealth gaps using our proprietary Executive Readiness Assessment.
Integrated Tool
Wealth Readiness AssessmentVisualize Architecture
We map out your current vs. optimal structure, illustrating how trusts, corporate entities, and insurance vehicles interact to protect your wealth.
Integrated Tool
Interactive Trust VisualizerDesign the Roadmap
Based on the diagnostics, we generate a customized, step-by-step strategic roadmap covering capital solutions, executive benefits, and succession funding.
Integrated Tool
Strategic Path FinderExecute & Command
Implementation is tracked via your private Executive Command Center, ensuring all legal, tax, and financial strategies are executed and monitored.
Integrated Tool
Executive Command CenterStrategic Path Finder
Answer a few quick questions to identify the most critical planning strategies for your business and personal wealth.
What industry are you in?
The SRG Wealth Architecture Framework™
A structured, proprietary system to convert complexity into durable wealth.
Discovery & Clarity
Map the owner's financial, business, and family landscape.
Risk & Resilience
Identify exposures and fortify the structure.
Capital & Liquidity
Engineer tax-efficient liquidity pathways.
Succession & Governance
Align business, family, and legacy systems.
Ongoing Stewardship
Continuous optimization, monitoring, and governance.
The Private Client Onboarding Experience
Private Client Access
You'll receive immediate access to the Executive Command Center to securely organize your financial data prior to our consultation.
Executive Briefing
Our advisory team conducts a preliminary, highly confidential review of your risk exposure and wealth architecture.
Bespoke Strategy Session
A focused, one-on-one consultation with our leadership team to outline actionable, high-level steps for wealth preservation.
Custom Architecture Plan
You receive a tailored, proprietary blueprint detailing exact recommendations, structural options, and timelines for implementation.
Private Executive Command Center
Unlock our exclusive suite of advanced institutional-grade modeling tools and secure dashboards. Designed specifically for business owners and high-net-worth executives to visualize complex scenarios and engineer durable wealth.
- Business Valuation & Continuity Architecture
- IUL, 401(k) & Tax-Aware Income Modeling
- Secure Scenario Engineering & Export
High-Consequence Planning Tools
Stop guessing. Use our institutional-grade modeling suite designed for business owners and executives. Every tool provides explicit assumptions, cross-disciplinary insights, and downloadable outputs for your advisory team.
Buy-Sell Assessment
Evaluate your business valuation and continuity funding gaps with explicit assumptions.
Access ToolCapital Readiness
Analyze your Debt Service Coverage Ratio (DSCR) for commercial funding and liquidity events.
Access ToolRetirement Tax Planner
Model projected income and tax coordination strategies citing IRS and SSA parameters.
Access ToolWealth Readiness
Identify gaps in your corporate protection, wealth preservation, and legacy strategy.
Access ToolCapital Solutions Calculator
Evaluate SBA loans and equipment financing scenarios for your business.
Access ToolKey Person Risk Assessment
Calculate the financial impact of losing a critical team member.
Access ToolClient Success Stories
Hear from the business owners and executives who trust SRG Consulting PLLC with their financial future.
"SRG helped us restructure our buy-sell agreement and fund it properly. The clarity they brought to our succession plan was invaluable for the continuity of our company."
Michael T.
Manufacturing CEO
"The tax-aware retirement strategies Anthony and his team implemented completely changed our outlook. We finally feel secure knowing our assets are protected and positioned for growth."
Sarah & David L.
Executive Clients
"Their protection-first approach ensured my family and business are shielded from the unexpected. They don't just sell products; they build comprehensive financial fortresses."
James R.
Tech Entrepreneur
Real-World Planning Examples
See how SRG Consulting PLLC structures complex financial architectures to solve high-stakes challenges for business owners and executives.
Illustrative planning scenarios. Not actual client results. Outcomes vary based on individual circumstances.
Construction Company Continuity
Two partners in a $15M commercial construction firm had an unfunded buy-sell agreement, leaving both families exposed to massive tax and liquidity risk in the event of a death.
Structured a cross-purchase agreement funded by cash-value life insurance, protecting the business from forced liquidation while building tax-advantaged reserves.
Created a long-term retention incentive tied to tenure and profitability, giving key physicians a financial reason to remain through the organization's planned growth and ownership transition.
Create Your Private Business Continuity Map
Identify gaps in succession, buy-sell funding, key-person risk, executive benefits, estate transfer, and wealth preservation.
Secure, private, and complimentary.
Medical Practice Retention
A specialized medical practice struggled to retain top surgeons against hospital networks offering massive sign-on bonuses.
Implemented a customized Non-Qualified Deferred Compensation (NQDC) plan with a vesting schedule tied to practice profitability and tenure.
Created a long-term retention incentive tied to tenure and profitability, giving key physicians a financial reason to remain through the organization's planned growth and ownership transition.
Create Your Private Business Continuity Map
Identify gaps in succession, buy-sell funding, key-person risk, executive benefits, estate transfer, and wealth preservation.
Secure, private, and complimentary.
Manufacturing Succession
A 65-year-old founder of a manufacturing firm wanted to transition ownership to key employees but needed to extract $5M for retirement without crippling the company's cash flow.
Designed an installment sale combined with a key-person insurance policy to collateralize the note and protect the founder's payout.
Created a long-term retention incentive tied to tenure and profitability, giving key physicians a financial reason to remain through the organization's planned growth and ownership transition.
Create Your Private Business Continuity Map
Identify gaps in succession, buy-sell funding, key-person risk, executive benefits, estate transfer, and wealth preservation.
Secure, private, and complimentary.
Dental Practice Transition
A highly profitable dental practice owner wanted to retire in 3 years but had no internal successor and wanted to avoid selling to a corporate DSO at a discount.
Structured an associate buy-in plan utilizing a specialized SBA 7(a) loan, paired with key-person insurance and a phased earn-out agreement.
Created a long-term retention incentive tied to tenure and profitability, giving key physicians a financial reason to remain through the organization's planned growth and ownership transition.
Create Your Private Business Continuity Map
Identify gaps in succession, buy-sell funding, key-person risk, executive benefits, estate transfer, and wealth preservation.
Secure, private, and complimentary.
Real Estate Investor Tax Strategy
A real estate investor with a $20M portfolio faced massive estate tax exposure and lacked liquidity to cover the projected liability.
Established an Irrevocable Life Insurance Trust (ILIT) to house a survivorship policy, utilizing annual exclusion gifts to fund the premiums.
Created a long-term retention incentive tied to tenure and profitability, giving key physicians a financial reason to remain through the organization's planned growth and ownership transition.
Create Your Private Business Continuity Map
Identify gaps in succession, buy-sell funding, key-person risk, executive benefits, estate transfer, and wealth preservation.
Secure, private, and complimentary.
Term of the Day
Expand your financial vocabulary with our curated glossary of complex corporate and retirement planning terms.
View Full GlossaryFiduciary
A person or organization that acts on behalf of another person or persons, putting their clients' interest ahead of their own, with a duty to preserve good faith and trust.
Strategic Clarity for Your Wealth
Download our comprehensive Executive Wealth Preservation Guide to learn how top professionals structure their assets, mitigate risks, and plan for succession.
- Tax-aware retirement strategies
- Business succession frameworks
- Executive compensation planning
Get Your Free Guide
Enter your email below to receive instant access to our strategic framework.
By downloading, you agree to our Privacy Policy. We will not sell your information.
Common Questions
Straightforward answers to help you understand our approach.
Ready to Transform Your Future?
Whether you represent a corporation seeking efficiency or an individual building wealth, our advisors are ready to help.
Contact Information
Reach out directly or build your private wealth architecture map.
Email Us
info@srgconsultingpllc.com
Call Us
1-866-990-4985
Headquarters
SRG Consulting PLLC
Arizona, USA
Prefer to choose a time?
Send an Inquiry
Fill out the form below and we'll get back to you within 24 hours.