Engage SRS Acquiom as your shareholder rep and give yourself — and your team — hours back in your day.
You — and your team — have better things to do.
The role of shareholder rep inundates your team with high-tedium, low-value busywork. It drains significant time and resources from other, more important tasks.
Volunteering often ends up costing more.
It’s not as simple as hiring from a single accounting firm. The deep tax and legal expertise you’ll need will drain the expense fund.
Lawsuits are a drag on reputation, time, and energy.
There is significant risk in taking on the shareholder rep role, and no designated insurance or protection.
You already rely on us for payments and escrows. Engage our expertise on shareholder rep.
SRS Acquiom invented professional shareholder rep in 2007 and continues to lead the category. Since then, we’ve seen more and solved more than anyone else.
You retain control.
When you engage SRS Acquiom as your shareholder rep, you are always the final decision-maker.
We bring in-house expertise.
Our experienced team can help you handle and plan for tax, legal, and accounting matters as they arise.
We protect the expense fund.
Sellers we serve rarely have to use the entire expense fund; that only happens on about 6% of deals.
Manage every detail from a single repository.
Track, manage, filter, and sort critical post-closing details across one or multiple deals with the SRS Acquiom Shareholder Portal.
The SRS Acquiom Shareholder Portal gives you instant access to information about your deal. Watch the video.
Common pain points — and how we solve them.
Below are a few of the most frequent and frustrating pain points for volunteer shareholder reps. Our experienced team will handle these issues as they arise, freeing up your team’s time for more important, high-value activities.
Inquiry Overload
Shareholders ask the same questions over and over again — sometimes years after closing.
We handle all communications with shareholders, freeing your team to focus on other priorities.
Lawsuit Risk
The buyer or another shareholder can sue at any time for actual or perceived conflicts.
As shareholder rep, we assume the risk of the role — and have the depth of experience to handle any legal issues that arise.
Missed Deadlines
Managing deadlines takes considerable time — and missing them can be costly.
Managing deadlines is our responsibility. It’s our job to ensure the process moves as smoothly as possible.
Managing PII
Handling sensitive information and any security breaches is the job of the shareholder rep.
Our team has the expertise and processes in place to not only handle sensitive data, but to respond proactively in the case of a breach.
Conflicts of Interest
A conflict of interest with buyers or other shareholders can sour relationships — and the chance of working together again in the future.
SRS Acquiom is the face of post-closing matters with all parties, removing the potential for conflict.