Acquisitions and Successions are significant events for a practice. To best meet the needs of advisors, we launched Advisor Legacy to help advisors manage practice equity, find and execute deals, and to plan for a succession that achieves both your personal and financial goals.
Our team of consultants, accountants, financing partners, and legal experts address every stage : from planning to the actual transaction and exchange of funds. We provide expert consulting and personal support to get you the full value of your business and ensure that your clients are taken care of in your absence.
Learn more about our full range of services at advisorlegacy.com.