Next Generation Consulting

Most advisors want to be advisors, but the reality is that an independent firm is a business. To be successful today, you need to be part advisor, part business owner and part life coach. 

Helping Advisors Realize Their Independent Firm Vision

As an advisor within the CGAN, you’ll have access to robust business consulting and coaching services to help you develop and measure firm-specific key performance indicators (KPIs), structure your team, define roles and responsibilities, and ensure you’re using technology as efficiently as possible to maximize your team’s impact while minimizing operational burdens.


Long-Term Growth Support

  • Business valuation and benchmarking resources to help build your firm’s enterprise value
  • Innovative practice management technology improves efficiency to drive growth
  • Assistance sourcing and onboarding additional advisors
  • Enhanced client experience capabilities via innovative, adaptive workflows

Comprehensive Consultation Resources

  • Assistance with business formation, firm structure and compensation planning
  • Deal structuring and financing guidance for purchasing sunsetting practices

Succession and Exit Planning Support

  • Customized solutions support both partial and full acquisitions
  • Advisors decide whether to stay on, phase out or exit

Ongoing Education and Community

  • Access to timely educational content and resources
  • Regular investment market updates 
  • Annual advisor conference
  • Peer-to-peer networking opportunities

CGAN's Additional Support Pillars

Along with our next-gen consulting capabilities, we provide independent advisor solutions and investment management services to enable your focus on supporting your clients and achieving your growth goals.

Drive growth and efficiency with innovative technology and dedicated support.

Leverage our solutions.

Take advantage of private client investment solutions based on freedom, control and customization.

Choose your investment management strategy.