2020’s COVID-19 induced Bear Market has rattled clients and advisors alike. In light of the unsuspected volatility, CX Institutional is introducing our Bear Market Shield:
We will base your purchase price on the value of your firm currently, or as of year-end 2019 – whichever is higher*.
Interested in maximizing the value of your practice? Fill out our Free Valuation below!
*Bear Market Shield is available for practice purchase agreements signed before 12/31/2020.