"It was a big transaction - we wanted the official legal documents to protect both of us."
Turn your ideas into executable written terms.
Turnkey Legal Support
"It was a big transaction - we wanted the official legal documents to protect both of us."
Turn your ideas into written terms.
Benefit from legal expertise
Financial advisors who use third parties to help execute their deals 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.
Get Help from Specialists
You need attorneys who understand the very specific nuances of financial advisory practices. For more than two decades, we have worked with attorneys to streamline a process for the very specific documents needed in a financial advisory practice sale. These documents include:
- Asset Purchase Agreement
- Non-Complete/Solicitation Agreement
- Consulting Agreement (as part of Practice Sale)
- Promissory Note
- Bill of Sales
- Closing Statement
We walk you through the deal step-by-step
We offer the systems, tools and experience to help both parties achieve their goals. Our system was designed to produce mutually beneficial deals. The process is clear and the results are a winning combination for the buyer and seller:
Legal Support
For a transaction as important as a practice sale, handshake deals are way too risky. As part of our service, we ensure that both the buyer and the seller have the appropriate legal contracts and written terms so both parties are protected.
The attorneys that 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 complex circumstances additional legal services are necessary.
If you would like to speak to an attorney about your situation, contact our legal partners.
Legal Support
When you are buying a practice, it is so important that you have protection to lessen your downside risks. We ensure that our buyers have the appropriate written terms, such as attrition terms, within their contracts. Our partner attorneys have been fully vetted and were carefully selected because they understand our business and the regulatory rules that govern these transactions.
See Our Legal PartnersGet Started Today
Make it Official - Get the Legal Support You Need
Legal Support Services
For buyers and sellers who are already working together, have worked out the deal terms, and need help writing legal documents - this service is for you.
Turnkey Asset Purchase Agreement
Once a buyer and seller has agreed upon the terms of the deal, the next step is to obtain the proper legal documents to consummate the deal. Our Turnkey Legal Support provides customized legal documents that are necessary for an Asset Purchase between a buyer and seller. These documents include:
1
Asset Purchase Agreement
2Non-Compete/Solicitation Agreement
3Consulting Agreement
4Promissory Note
5Bill of Sale
6Closing Statement
After you place an order online, a M&A expert from Advisor Legacy will contact you to review the terms and structure of your deal. After the review, we will provide our partner law firm with a Term Sheet that outlines the specifics that need to be included in your documents. The law firm will draft your agreement and set up a time to review it with both the buyer and seller.