Cetera Partners with Cornerstone to Expand Business Sale Services for Advisors’ Clients 

Cetera Financial Group announced a strategic partnership with Cornerstone Business Services, giving its network of financial advisors access to dedicated business sale services for clients who own private companies. The offering is now available across all Cetera communities and channels. 

By integrating Cornerstone’s structured sales process with Cetera’s advanced planning expertise, the firm aims to strengthen advisor-client relationships well before a transaction occurs. “Our goal is to support financial advisors with the broadest and most robust solutions possible for their clients before, during, and after a business sale,” said Scott Baker, Cetera’s head of high-net-worth solutions. “A professional sales process, and carefully crafted tax and estate plans can result in higher sales prices, and importantly, higher after-tax proceeds.” 

The program offers flexibility for business owners: those planning near-term exits can work directly with Cetera’s Advanced Planning Team, their advisor, and Cornerstone to craft exit strategies, while those with longer horizons can map out value-maximizing plans for future sales.   

Cornerstone brings a track record of generating multiple offers through its structured approach. “When you combine that leverage with Cetera’s world-class financial expertise, owners gain true peace of mind,” added Scott Bushkie, Founder and Managing Partner of Cornerstone. 

The initiative comes on the heels of Cetera’s recently announced partnership with Alma Bank, expanding Alma’s wealth management division. As of June 30, 2025, Cetera manages approximately $590 billion in assets under administration and $263 billion in assets under management.