Maximize and Protect Your Business

Succession and Business Continuity Planning

Cetera's Legacy Builder


Your business is more than just a career—it’s likely the largest asset you own, and it’s the engine that drives your clients’ financial well being. If you were unable to continue working and had no succession or continuity plan, it puts the value of all you’ve created at risk and can leave a void in the lives of those you support and care about.


Gain greater peace of mind for your practice and your clients with Legacy Builder, a program that provides comprehensive support for your continuity and succession plans.


Legacy Builder is comprised of three separate components that can be employed individually or integrated to offer the level of protection that’s right for you:

  • Continuity Planning
  • Succession Planning
  • Qualified Buyer


For more information on Legacy Builder, click here