Practice Sales Platform
LegacyChoice™
Full-Service Practice Sales Platform Built Exclusively for
Independent Financial Advisors.
LegacyChoice is Advisor Legacy's managed practice sales platform — built on independent valuations, a vetted buyer network, and compatible holistic, comprehensive acquisition-oriented guiding both sides from first conversation to final close.
A Legacy Worth Protecting
We start with a formal, independent valuation so you know exactly what your practice is worth before a single conversation begins. From there, we market confidentially to our vetted buyer network, manage compatible bidders, and guide you through every step to close.
Valuation Completed
We assess your practice’s fair market value before it is listed or shared with any buyer.
Practice Listed
Your practice is published confidentially, visible only to verified registered buyers.
Interest Expressed
Buyers express interest and we evaluate potential fit based on your goals and client philosophy.
Bidding Begins
Qualified buyers submit initial bids, allowing the seller to compare offers side by side.
Finalist Interviewed
Top candidates are selected for interviews to help you confirm the right fit before any commitment is made.
Growth Through the Right Acquisition
Every practice listed through LegacyChoice has already been independently valued. You'll know what you're looking at before you make a move — and we'll support you through evaluation, bidding, and close.
Register Your Account
Create your buyer profile to access listings and receive notifications on new opportunities.
View Practices
Browse active listings and review key details — client base, revenue, geography, and practice notes.
Express Interest
Identify the practices you want to pursue and let us know. We'll evaluate your fit as a candidate.
Place Your Initial Bid
Submit your offer to enter the review and selection process.
Buyer Selected
If chosen by the seller, you'll move forward to interviews and next steps toward closing.
Our Advisor Legacy Sales Process
Become A Registered Buyer
Essential Membership
Free
With the Essential Membership you will receive:
Notification of New Practice Sales
Ability to See Practice Details
Ability to Express Interest
Access to Webinars, Articles & White Papers
You can upgrade to an Elite Member at anytime.
Elite Membership
$19/month
As an Elite Member you receive everything in Essential plus:
Ability to Publish an Elite Buyer Profile
Ability to Bid on Practices
Eligible for Interview Process
Ability to Buy a Practice
Monthly Peer-to-Peer to Group Coaching
$200 Discount on Business Valuations
$300 Discount on Continuity Plans
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.
Buyer Registration
Become a Registered Buyer
Select a membership tier to access practice listings and participate in the LegacyChoice platform.
Essential Membership
Free
- Notifications when new practices become available
- Access to practice details and listing information
- Ability to express interest in a listing
- Access to webinars, articles, and white papers
Elite Membership
$19/month
- Everything in Essential
- Publish an Elite Buyer Profile visible to sellers
- Bid on practices listed through LegacyChoice
- Eligible for seller interview process
- Ability to purchase a practice
- Monthly peer-to-peer group coaching
- $200 discount on business valuations
- $300 discount on continuity plans
The Grocery Store Test
Imagine running into one of your clients unexpectedly — several months after you've transitioned your practice. Are they happy to see you? Are they pleased with how things turned out? Are they glad they stayed with the new advisor?
If the answer to all three is yes, we did our job right. That's the bar we set for
every LegacyChoice transaction.
Have Questions?
Book a call with one of our team members. They'll walk you through the LegacyChoice
process and help you determine the right next step.
