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You wouldn’t leave your clients’ legacy to chance. Why leave yours? 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.

Your one-stop partner for a secure legacy

Advisor Legacy can help you through every stage of 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.

Entity Support

With three levels of support available, our comprehensive entity formation service is designed to help you establish a strong foundation for your growing practice.


Whether you’re looking to grow your practice or trying to replace an employee who has left, we help you quickly fill gaps in your team by finding you the best, most qualified candidates for all types of positions.

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.

Escrow Service

If your purchase agreement spans multiple payment periods and has conditions, you can benefit from our escrow service.

The Advisor Legacy Difference

Advisor Legacy offers unparalleled experience, objective advice, superior value,
and highly personalized service.


We understand this is about more than numbers – a lot is at stake. We’ll be there for you at every step to provide personal guidance through what can be an emotional process.


Unlike the big financial firms, as an independent consultant our only priority is your legacy. As a result you’ll only receive objective, sound advice. Put our expertise to work for you!


Benefit from our seasoned team’s knowledge and expertise. We’ve seen hundreds of transactions through from beginning to end and can help you navigate the process smoothly, avoiding setbacks and common mis-steps.


We provide competitive value, transparent pricing, and an easy-to-follow plan. You’ll know what to expect at each step and how long the process will take.

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 of page) to speak with someone during normal business hours.