Succession Solutions & Acquisition Financing

Centaurus Professional Advanced Success Solutions (PASS) Program

Centaurus is proud to offer the Professional Advanced Succession Solutions (PASS) program to our advisors. Through PASS, Centaurus partners with you to provide coaching and guidance through the succession or acquisition planning process and can assist you with:

  • Listing your practice for sale
  • Locating a practice to purchase
  • Acquisition financing to help you grow your business
  • Access to practice valuations and plan documentation services
  • Solutions for locating and financing the purchase of a practice
  • One-on-one consulting
  • Access to our Succession Planning & Acquisition Center

PASS also provides advisors with access to our Succession Planning & Acquisition Center which features an archived library of whitepapers, templates, and sample legal agreements providing education and guidance on the subject matter of practice value, acquisitions and succession planning.

Contact us

Conferences & Workshops

ACCESS HERE

Successions & Acquisitions

ACCESS HERE

Marketing & Branding

LEARN MORE

Integrated Technology

ACCESS HERE