Succession Planning

Solutions For The Future

Creating a business that will last into future generations requires thoughtful planning. While many financial professionals have planned for their retirement with wills and living trusts, most have not planned for the continuation of their business or clients’ financial relationships. That is not the case at Pivotal Financial Advisors. We have solutions in place to protect your business and assets – today and in the future.

Whether you are planning for simple retirement or building a multi-generational infrastructure, we can offer you the necessary programs to communicate with your clients regarding the future of your business. Cambridge Investment Research, Inc., our broker-dealer, has been at the forefront of succession planning from the start. Through our relationship with Cambridge, we are well positioned to support you in formalizing continuity and succession plans, and to grow and build sustainable businesses. Resources are available in a number of areas, including acquisition, buyer/seller introduction, business valuation, third-party negotiation, legal contracts, lending1, and more.

You can feel confident that we have looked at the future of our business and chosen a path that will allow us to preserve the independence and control that we have built over the years. We can help you do the same!

1Subject to separate underwriting review process

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