Your One-Stop Partner For A Secure Legacy

To serve the acquisition and succession needs of advisors, we launched Advisor Legacy, a comprehensive platform helping advisors manage practice equity, engage in M&A transactions, and plan for their succession.

Advisor Legacy removes all barriers to help you get done what you’ve been putting off. We offer unparalleled advice, superior value, and highly personalized service.

Advisor Legacy is a comprehensive M&A firm, helping financial advisors grow, protect and transition their practice. Our experts, with over 150 years of experience in the financial services industry, understand that your practice is more than a business – it is a legacy built on decades of developing meaningful client relationships.

We believe that for these types of sensitive transactions, advisors make better decisions when they have help. Which is why we utilize a personalized, consultative approach. We don’t just supply reports and numbers – we provide true understanding, strategy, and guidance. Helping financial advisors build and transition their legacy is what we do.

Everything You Need To Protect And Maximize Your Biggest Asset – Your Practice

Advisor Legacy can help you through every stage of acquisition and succession planning, from the first step to a successful outcome. We provide expert, independent consulting and comprehesive, personal support. Learn more about our full range of services.

Business Valuations

What is your practice worth? We have the most pain-free valuation process in the industry. You get more than numbers – our experts provide personalized insights and strategic, actionable advice. Empower your decision-making.

Deal Support

Do you need help working through a deal? We provide financial, legal, and logistical advice to both buyers and sellers who are working together. We negotiate and finalize the terms to carry the transaction across the finish line.

Continuity Planning

Continuity Planning is one of the most important yet avoided exercises in our industry. We have removed the pain so you can remove the risk. Protect your practice, your heirs, and your clients from an unknown future.

Buyer Services

For those looking to grow through acquisition – we can help. Whether you are looking for strategic advice, you need help sealing the deal with an existing seller, or you need help finding opportunities to purchase practices with lending support, we have a solution for you.

Seller Services

Whether you are just thinking about retirement or ready to sell your practice now, we can help. Our services span the planning to execution phases of succession. Do not go through the process alone – we will provide strategic advice for every step of the way.

Lending Support

Bank financed deals offer security to the seller and more options to the buyer. Get the lending support you need to complete your deal. Learn how bank financing can make a winning transaction for both parties.

Start Here

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