Succession and Acquisition Solutions

Cambridge is well positioned to support advisors in formalizing their own continuity and succession plans, to grow and build sustainable businesses.

Contact a Business Development Director

Contact a Business Development Director to find out more about Cambridge Social and Sustainable Investing. 

Download our Succession and Acquisition Solutions brochure

It’s time to start planning for your future

Whether you are looking to create a succession plan, grow your business through a merger or acquisition, or structure a buyout with an existing partner, our in-house team can help simplify the process, bringing years of experience to you and your practice.

End-to-end consulting is available in the areas of:

  • Acquisition strategies
  • Business valuation and consulting 
  • Customized document preparation 
  • Financing with flexible options1

Looking to acquire a practice?

We will help guide you through the entire process, from end to end.

Thinking about retirement?

We can help identify the right successor who will carry on your vision.

Don’t know where to start?

Contact a Business Development Director to learn more.

Are you Independent?

Our culture of true independence means you, the financial professional, control the journey. Your long-term success is defined by the value you deliver to your clients, and your enduring success is often driven by your business efforts being a clear reflection of your personal values.

Talk to a Business Development Director