Cetera Teams Up with Cornerstone to Enhance Business Sale Support for Advisors
Cetera Teams Up with Cornerstone to Enhance Business Sale Support for Advisors
In a strategic move, Cetera Financial Group has forged a partnership with Cornerstone Business Services, aimed at providing business sale services tailored for financial advisors working with clients who own private enterprises. This collaboration is designed to elevate the resources available to Cetera advisors, enabling them to better serve their high-net-worth clients who are contemplating selling their businesses.
Cetera recognizes the complexities involved in selling a business and the importance of timely and strategic planning. By integrating Cornerstone’s expertise, Cetera aims to facilitate stronger connections between financial advisors and their business-owner clients. This partnership allows for critical discussions to take place much earlier in the sales process, ensuring that clients can maximize their post-sale financial outcomes.
Scott Baker, Head of High-Net-Worth Solutions at Cetera, expressed enthusiasm about this new addition to their portfolio of services. He emphasized,
Topics Financial Services & Investing）
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