You Wouldn’t Leave Your Clients’ Legacy To Chance.

Why Leave Yours?

When it comes to succession planning for advisors, it’s often a case of the cobbler’s children having no shoes. We get it. Planning your succession is an emotional and complex decision. You want to make sure that your clients and your staff are taking care of and that your financial needs are met. You want a worthy successor who can carry the torch of the client service legacy you’ve built over decades.

You only get one chance to nail down your succession. Do it right.

How We Help With Legacy Planning

Your Succession, Your Way

To better meet the need of Advisors planning their succession, we launched Advisor Legacy. No matter where you are in the process – whether you are already working with a buyer or if you are in the early stages of contemplating retirement, we can help. Our only priority is helping you achieve the most rewarding outcome as you define it – both financially and personally.

Business Valuations

One of the biggest mistakes advisors make is waiting until they’re facing a sale to conduct a valuation – leaving no time to impact the value. Our thorough valuation services provide the insight you need to understand the factors that drive the value of your practice, and more importantly, how to change it.

Succession Planning

There are so many ways to shape a succession. Our experts work with you to define your goals, create a plan for either an internal or external succession, and help you navigate the emotional, financial, and logistical elements of building a personalized succession plan.

Practice Sales

We’re more than a listing service or a middle man, we provide full consulting and personal support from the first call through the transaction and a successful transition. Having a trusted, objective consultant guide you through a sale will ensure your confidence in the results. With our expertise and support you’ll create the legacy you envision, with no regrets.

Deal Support

Whether you have an external buyer or an internal successor, we’ve got the right solution for any deal. Our Turnkey Deal Support services provide both buyers and sellers with the insight, structure, and best practices necessary to ensure better outcomes for one of the most important transactions you can make.

Continuity Planning

Too many financial advisors put both their clients and their own families at risk by failing to protect their practice from unforeseen events such as a death or disability. We make it easy to protect your financial planning practice with our Turnkey Continuity Planning service.

Start Here

The best place to start is by taking our free quick practice assessment.