Overview

CGN Advisors is interested in bringing on more advisors who are interested in a Merge --> Stay --> Sell arrangement.

MERGE.
First, transition your clients to CGN Advisors and maintain your brand as a DBA office of CGN.

STAY.
Then, continue to serve your clients by leveraging our turnkey RIA platform, with assurance that a death/disability contingency plan is in place in case something happens to you. Let us take many of the operations, billing, technology, marketing, compliance and investment management functions off your plate so you can spend more time focusing on what truly matters–financial planning for your clients.

SELL.
Finally, ensure continuity for your clients and realize the value in the business you’ve built by executing a planned succession to CGN.

BEST FIT ADVISORS.
In our experience, advisors with these characteristics are best fit for our Merge --> Stay --> Sell arrangement.

--Prefer to offload operations, compliance and investment management to either achieve scale or simply work less.
--Need to establish a death/disability contingency plan and/or a business succession plan.
--Operate, or are ready to transition to, an independent, Fee-Only RIA.
--Manage $10M - $150M of AUM.
--Custody primarily at Schwab Advisor Services.
--Overlap multiple CGN platform components.

For additional information please contact: ___


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