01
Principles before prospects
Define the practice’s nonnegotiables before considering potential successors.
Who We Are
Cresswood helps advisors explore succession without turning exploration into commitment, preserving the owner’s control over timing and direction.
Founder profile
Josh Curtis
Founder
Josh Curtis brings 18 years across corporate finance, advisory, and strategy. At Cresswood, he helps established financial advisors prepare for succession by putting client continuity, team needs, economics, timing, and the owner’s future role into a clear order of priority. Josh remains directly involved in the analysis and introductions from the first conversation through the decision.
- 01Experience
- 18 years across corporate finance, advisory, and strategy
- 02Focus
- Succession guidance for established financial advisors preparing for retirement
- 03Working style
- Direct analysis, relevant introductions, no associate handoff
Working principles
02
Fit before terms
Decide what should remain true before comparing proposed structures.
03
Trust before transition
Plan the handoff around the relationships that give the practice its strength.
Advisors shouldn’t have to choose between realizing the full value of the practice and doing right by clients. The right future should make room for both value and continuity.