Our Services
SMART Concepts Group is focused on providing financial advisors strategic and operational advice to achieve business success. Our SMART team members help advisors define their operating models and processes to enhance growth, drive performance and the value of your business.
About Us
SMART Concepts Group was formed by Thomas R. Titus. He has spent more than 32 years guiding financial practitioners and saw a need for providing personalized integrated solutions regarding growth strategies, entity formations, practice structure, succession planning, valuation services and legal services.
What We Do
SMART Concepts Group, provides personalized solutions to financial advisors through an integrated approach of consulting services. Our organization is structured to provide quality information and support across a broad base of topics that have the potential to positively impact the long-term growth of any financial service organization.


SMART Concepts recognizes the importance of advisors knowing the value of their practice. With a SMART business valuation, a practice owner is equipped with an important tool to help effectively manage and ultimately harvest practice equity.
SMART Concepts offers a full range of coaching solutions for financial advisors and team practices. Coaching opportunities are available for a one day sessions, group sessions and comprehensive year long programs.
Team Formation
Team formations are successful when there is clarity around the split of compensation and profits and when practice equity issues are clearly understood.
Legal Services
SMART Legal solutions provide advisors with customized documentation to protect against litigation and liabilities.

SCG Quick Assessments

Quickly find out if your Compensation Plan is creating the right behaviors and incentives for your Business.
Find out if you are protecting yourself and your business from potential liabilities and litigation.
Structure & Design Assessment
Find out if your Team Design is structured to meet regulatory guidelines as well as provide you with the necessary documents to protect you and your business
Business Assessment
Take this quick assessment to see if your business is headed in the right direction. To get the full assessment contact one of our professionals to get the full report.

SMART Partners

SMART Concept Group

  • 855-550-8726 x 123|
  • 970 Windham Court
    Suite 1A
    Youngstown, OH 44512

  • The SMART Concepts Group is a full-service firm offering strategic coaching, unique valuation services and consulting for practice transitions, including mergers and acquisitions.


Is the design of your compensation plan creating the right behaviors and incentives for your business?


Are your intentions properly articulated in a transparent manner and contractually supported by legal documents that are in place to protect your business?


Does your business operate with the right business structure and design?


As a business owner, are you positive that you know the current value of your book of business and the variables that drive the overall value of a book of business?