August 16, 2021 – Troy, Michigan: Advisor Legacy named a finalist for the inaugural ThinkAdvisor Luminaries, an award that is shining a spotlight on how individuals and firms are changing the investment advisory industry where it matters most. Advisor Legacy was named a finalist in the Dealmaking and Growth category based on its work providing education and guidance on all things related to advisor equity management, deal making, and succession planning.
Members of the Class of 2021 LUMINARIES were selected by a distinguished and diverse panel of judges from across the advice industry, as well by the editorial team at Think Advisor. Judges evaluated the total impact of nominee’s efforts on the industry, and their ability to empower and support advisors and their clients. Advisor Legacy was chosen for the diverse range of advisor centric services it provides around equity management, deal support, succession planning, continuity planning, and practice valuations. Most notably, Advisor Legacy announced the addition of the MaxVal predictor tool to its Valuation service. The tool allows advisors to pinpoint when their practice value will peak so they can time succession events for maximum return on equity. Advisor Legacy also provides a great deal of thought leadership and resources to the advisor community through their articles, white papers, webinars, and other industry outlets.
Advisor Legacy will be honored with the rest of the luminaries at ThinkAdvisor LUMINARIES Awards Dinner & Gala in November 2021 in New York. View the full list of finalists for the 2021 ThinkAdvisor Luminaries.
Advisor Legacy is a comprehensive M&A firm, helping financial advisors grow, protect and transition their practice. With our personalized, consultative approach and over 150 years of combined experience in the financial services industry, our team of experts have successfully handled hundreds of transactions. Most of all, we understand that your practice is more than a business, it is your legacy.
To learn more, go to www.advisorlegacy.com. For interviews, contact Anthony Whitbeck, CEO, CFP, CLU for Advisor Legacy at 248-785-3603 or by email at firstname.lastname@example.org.