"Selling my practice was a complex decision.
Having Advisor Legacy
on my side was an easy one."

 

Achieve the legacy you deserve.

"Selling my practice was a complex decision.
Having Advisor Legacy on my side was an easy one.”

 

Achieve the legacy you deserve.
 

Selling Your Practice

We understand how to find the best fit for your team, your clients and you.

Find the best fit for you.

You’ve worked hard to build your practice. We’ll work hard to secure its future, and yours.

We understand that a successful practice sale is about more than numbers; it’s about finding the best fit for your clients, your team and you.

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.

Your legacy. Your Way.

Selling a practice is complicated.  We provide the experienced expertise to make it easier.

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.

Legal Support

For an asset as important as your practice, handshake deals are way too risky. We ensure that our clients have the appropriate legal contracts and written terms to protect all that they have worked to build.

The attorneys we work with have been fully vetted and were carefully selected because they understand the nuances of our business.

Our Deal Support Service includes the attorney consultations and contracts; however, in some circumstances additional legal services are necessary. If would like to speak to an attorney about your situation, contact our legal partners.



For Those
in the
Planning Stages

SUCCESSION CONSULTING

Navigating the complexity of succession planning issues is overwhelming. Internal sale? Bank-financed? Our consultants can help you strategically plan for these decisions, set realistic time frames, and empower you with all of your options to plan a perfect succession.

Learn More


For Those
Working with
a Buyer

Deal Support Services

This service is for sellers who are already working with a specific buyer. We work with both parties to negotiate and finalize the deal - ensuring that all legal, financial, and logistical details are executed correctly and the transition goes as smoothly as possible.

Learn More


For Those
Searching For
a Buyer

Advisor Legacy
Advisor Legacy Sales

If an advisor wants to sell his/her practice and does not have a specific buyer - we can help! Our Advisor Legacy Sales process allows us to find the right purchaser for your business. You'll have access to hundreds of qualified buyers to find the best match for your practice.

Learn More
Image
Legal Support

For an asset as important as your practice, handshake deals are way too risky. We ensure that our clients have the appropriate legal contracts and written terms to protect all that they have worked to build.

The attorneys we work with have been fully vetted and were carefully selected because they understand the nuances of our business.

Our Deal Support Service includes the attorney consultations and contracts; however, in some circumstances additional legal services are necessary. If would like to speak to an attorney about your situation, contact our legal partners.

Image
Lending Support

We work with financing partners who are experts in the sale of financial advisory practices. As a seller, it is important to know what options are available for monetizing your practice. The ability for buyers to obtain bank financing means that the pool of qualified candidates is larger and your control over the deal is greater.

See Our Bank Partners

Get Started Today

Complete our Quick Practice Value Estimator and begin taking action to plan your future.

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.

Talk to Our Team

 

Speak with a Succession Expert

If you would like help planning your succession, please contact us today. Our experienced consultants will walk you through a strategic, step-by-step approach to achieving your ideal transition.

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.

//LinkedIn Code //Code that Tony Sent to me to Add //Code for Active Campaign Tracking - from Shennandoah