Ensure the purchase of your business should you experience an unplanned exit from your practice.
Build your enterprise value while simultaneously developing a successor of your choice.
Expand your business through streamlined acquisitions featuring personalized introductions and guidance throughout the transition.
If you can’t find a suitable buyer or your business is especially large or complex, we will purchase it from you.
"Cetera helped us grow. Every day. To take our succession plan somewhere else? Never. Most of us forget where we came from. We didn't."
John Brackett
BAR Financial
"Where can you get better continuity than working with a partner you already trust? Our business is all about independence. And that’s Cetera’s business, too.”
Matthew Costanzo
Costanzo Financial Group
“Legacy Builder protects my clients and assures my family’s financial wellbeing.”
Travis Hughes
Hughes Financial Group
