A Legacy for Sellers

Your practice is not just an asset – it is collection of personal relationships built up over years of hard work. It is your legacy. Entrusting all of this to someone new can be overwhelming. We walk you through the entire process – covering the emotional, financial, and logistical aspects of this once-in-a-lifetime transaction. You will know that your legacy lies in the right hands.

A Legacy for Buyers

For those looking to expand through acquisition, our buyer program offers unparalleled opportunities to purchase high-quality practices. Our due diligence process ensures that you are making a solid investment in a client base that will integrate well with your own practice. We want you to have a regret-free acquisition that helps you achieve your goals.

Bringing Practices Together with a Focus on Fit

Advisor Legacy provides a full-service platform to match buyers and sellers together. Our highest priority is the long-term success of the transaction; therefore, much attention is placed on both parties’ long-term goals, personalities, and service models. We facilitate the entire process from initial introduction, through the negotiation process, to the final transition – ensuring both parties achieve their goals along the way.

Our Advisor Legacy Sales Process

Become A Registered Buyer

Basic Buyer Membership

With the Basic Membership you will receive:

Notification of New Practice Sales
Ability to See Practice Details
Ability to Express Interest

You can upgrade to an Elite Member at anytime.


Elite Buyer Membership

As an Elite Member you receive everything in basic plus:

Ability to Publish an Elite Buyer Profile
Ability to Bid on Practices
Eligible for Interview Process
Ability to Buy a Practice


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.

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.