A Legacy for Sellers
Your practice is not just an asset - it is collection of personal relationships built up over years of hard work. It is your legacy. Entrusting all of this to someone new can be overwhelming. We walk you through the entire process - covering the emotional, financial, and logistical aspects of this once-in-a-lifetime transaction. You will know that your legacy lies in the right hands.
Opportunities for Buyers
For those looking to expand through acquisition, our buyer program offers unparalleled opportunities to purchase high-quality practices. Our due diligence process ensures that you are making a solid investment in a client base that will integrate well with your own practice. We want you to have a regret-free acquisition that helps you achieve your goals.
Bringing Practices Together with a Focus on Fit
Advisor Legacy provides a full-service platform to match buyers and sellers together. Our highest priority is the long-term success of the transaction; therefore, much attention is placed on both parties' long-term goals, personalities, and service models. We facilitate the entire process from initial introduction, through the negotiation process, to the final transition - ensuring both parties achieve their goals along the way.
Our Advisor Legacy Sales Process
Our Advisor Legacy process has been carefully designed for both buyers and sellers to achieve the best match possible. For sellers, we handle all aspects of this process - including account set up, practice listing, candidate interviews, deal negotiations, and final transition.
Those looking for acquisition opportunities have the ability to set up their own accounts, review the practices for sale, and upgrade to Elite Buyer Status once they find a practice that they are interested in purchasing. We begin working with prospective buyers after they have been identified by the seller as possible candidates.
The Grocery Store Test
The Grocery Store test is our test for excellence. We want you to envision running into one of your clients unexpectedly at the grocery store several months after you have transitioned your practice.
Will your client be happy to see you? Will they be pleased with how things turned out? Will they be happy with the new advisor?
If the answers are "Yes" - then we have done our job right.
The Seller Process
The Buyer Process
- Notification of New Practice Sales
- Ability to See Practice Details
- Ability to Express Interest
Upgrade to Elite Buyer
Our platform allows users to shop before they buy. Your free membership entitles you to browse through our practices listed for sale. If you find one that you are interested in pursuing, upgrade to the Elite Buyer program. Elite Buyers are able to maintain a personal profile and put their best foot forward with sellers.
- Notification of New Practice Sales
- Ability to See Practice Details
- Ability to Express Interest
- Ability to Publish an Elite Buyer Profile
- Ability to Bid on Practices
- Eligible for Interview Process
- Ability to Buy a Practice
Get Started Today
Complete our Quick Practice Value Estimator and begin taking action to plan your future.
Have Questions? No problem - We can help!
You can send us a contact form and we will ensure that the right person from our team reaches out to you. Or you can click on our live chat option (bottom right-hand corner) to speak with someone during normal business hours.