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Business Valuations

Comprehensive, data-driven valuations and comparative equity analyses to accurately price your practice, establish market benchmarks, and support informed decision-making.

Deal Support & Practice Sales

Comprehensive M&A guidance encompassing deal structuring, negotiation strategies, market listings, and transaction closings.

Practice Management & Assessments

Comprehensive systems, targeted coaching, and in-depth assessments designed to optimize operational efficiency and enhance advisory team effectiveness.

Continuity, Legal, Lending

Strengthen continuity through the implementation of formal continuity agreements, the establishment of legal entities, execution of enforceable legal contracts, and securing appropriate capital resources.

The Advisor Legacy Podcast

Actionable insights, real advisor stories, and expert conversations on practice growth, succession, and building a lasting legacy.

 

Legacy Builders
Investing • Business • 8 episodes
Legacy Builders
Latest episode
Show notes
Legacy Builders podcast is for independent advisors who want more than just a successful practice — they want to build, live, and leave a legacy for their clients, their team, and their families. From accelerating growth and developing NextGen talent, to enhancing client service and planning for succession, every episode offers both big-picture strategy and practical, actionable advice. Designed to help advisors make intentional, values-driven decisions, the show provides the insights and tools you need to design not only a stronger business, but also a more meaningful career. Content provided by Advisor Legacy and podcasts generated using artificial intelligence.
The Cost of Inaction: Why Financial Advisors Must Prioritize Continuity Planning
14 min
10 Steps to Prepare to Sell Your Financial Practice
13 min
10 Steps to Practice Profitability and Sustainable Growth
19 min
Sell and Stay: Monetizing Your Practice Before Retirement
15 min
More episodes