Turnkey Deal Support
You Need More Than a Handshake
Practice sales are huge transactions for both the buyer and the seller. Mistakes can be extremely costly, and too often, the terms agreed upon have loopholes and shortcomings, leaving one or both parties vulnerable.
Our professional team of experts is here to assist both parties in completing a fair and equitable arrangement. Financial advisors who use third parties to help negotiate their deal terms usually report higher satisfaction with the end result. Our team has handled hundreds of practice sales, and we provide insight, structure, and best practices to one of the most important transactions you can make. We also offer two levels of service, depending on how much support you need, with clear, upfront pricing.

Feel Confident
Both parties will have access to the same information with the objective of structuring a transparent win-win deal that inspires confidence from both sides. When both parties work together, the clients benefit from a smooth transition and practices typically see lower attrition.
With over a 150 years of combined experience providing M&A support to financial advisors, we have developed and honed a streamlined process for getting you from start to finish. From securing a business valuation to negotiating the deal and transitioning the practice, we help you successfuly get the deal across the finish line.
TWO LEVELS OF SERVICE
Standard
Turnkey Deal Support STANDARD
For advisors who already have a valuation and only need a basic contract for straight asset purchase.
- Our deal making service is intended to help the client (buyer or seller) complete the terms and structure of a deal. The consultant will advocate for the client in presenting the deal terms to the second party. The deliverable of the service is a “Terms Sheet,” on which both the buyer and seller will sign off. The Terms Sheet is then provided to an attorney to complete the formal agreements (attorney’s fees are not included in this service).
Additional services can be added a la carte.
Plus
Turnkey Deal Support PLUS
For advisors who need comprehensive support working through the deal and the transition. Includes everything in the standard package plus:
- • Business Valuation
- • Legal Support
- • Transition Support and Coaching
- *Advisors save roughly $800 versus buying the valuation, legal support, and transition services separately.
Deal Terms
50% Down payment to begin the process. Once the deal terms have been decided, Part 2 is due.
Our Advisor Legacy Team
tdoherty@advisorlegacy.com
awhitbeck@advisorlegacy.com
asalomon@advisorlegacy.com
ntucker@advisorlegacy.com
jsternberg@kotzsangster.com
vwalton@advisorlegacy.com