Your business growth. Guaranteed.

Legacy Builder

Pass the torch without losing your flame.

Reap the value you've built

Legacy Builder is a full-service solution designed to ensure you have a continuity and succession plan in place with a qualified buyer ready to continue your legacy.

Business men meeting in an office to discuss succession plan

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.

Secure your legacy

"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

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

Matthew Costanzo

Costanzo Financial Group

“Legacy Builder protects my clients and assures my family’s financial wellbeing.”

Travis Hughes

Travis Hughes

Hughes Financial Group


Your plan for a successful succession

Connect with a Business Development Specialist to learn how Legacy Builder can help protect you, your business, and those you care about most.