Toll Free: (888) 401-2980     Client Access

Succession Planning

Many advisors are interested in planning for an eventual business succession. At Vantage Financial Group, we have the succession planning resources to help our advisors make informed decisions regarding their future and the future of their business. We assist advisors to:

  • Plan for a successor
  • Identify sources for obtaining a formal valuation for your practice
  • Recommend resources for a succession plan agreement
  • Create a transition plan
  • Assist with locating funding options for a potential buyer

Securities and advisory services are offered by Registered Representatives through Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services also offered through Vantage Financial Group, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at  


Website Design For Financial Services Professionals | Copyright 2019 All rights reserved