If you’re looking for solutions to succession planning, career growth, a merger, or to be acquired by a firm where clients are above all else – let’s see if we’re a fit. Learn more about which option might be right for your firm below.
Are you looking at retirement options or planning to sell your book of business? Leave your clients with a firm that shares your values. We can help you put a succession plan in place through an in-depth valuation process and seamless client service.
Our team of professionals will help you weigh your options – merger or acquisition – and develop a plan that makes the most sense for you, both financially and culturally.
Every succession plan begins with an in-depth business valuation where you’ll find out exactly what your firm is worth, thanks to our specialized Mergers & Acquisitions team.
When you’re ready for succession, having a plan will ensure that your clients are taken care of during and after the transition.
At Cedar Wealth Partners, we help advisors grow their careers, attract new clients, and deliver an outstanding client experience. If you’re looking for an opportunity to accelerate the growth of your practice, you might be the right fit for our team.
So, what would make you a fit with Cedar Wealth Partners? We work with growth-minded advisors who strive to be the most trusted for financial advice. If you can deliver on those two factors, we can deliver on plenty more.
The client technology at Cedar Wealth Partners is as innovative as it is easy to use. Connect with your clients in a new way – communicate within the software, track task items, integrate managed and external accounts, and more.