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45 items

  • Advisor M&A, Advisor Succession, Team Spotlight, Valuations

    Team Spotlight: Todd Doherty – Managing Director, Acquisition and Legacy Planning
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  • Advisor Succession

    Don’t Keep Staff In The Dark About Your Succession Plans
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  • Advisor M&A, Advisor Succession, Team Spotlight

    Team Spotlight: Vicki Walton – Operations Manager, Acquisition and Legacy Planning
    Continue reading
  • Advisor Succession

    Finding a Successor For Your Financial Advisory Practice
    Continue reading
  • Continuity Planning

    Why Do So Many Advisors Not Have A Continuity Plan?
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  • Advisor Succession

    Advisor Burnout – Is It Time To Sell?
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  • Advisor M&A, Valuations

    Despite Market Volatility, Practice Values Increasing At Highest Rate In History
    Continue reading
  • Advisor Succession

    Biggest Mistakes Advisors Make When Selling Their Practice
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It’s time to plan for you.
Let us help you plan your legacy.

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Insights

Team Spotlight: Todd Doherty – Managing Director, Acquisition and Legacy Planning
Don’t Keep Staff In The Dark About Your Succession Plans
Team Spotlight: Vicki Walton – Operations Manager, Acquisition and Legacy Planning
Finding a Successor For Your Financial Advisory Practice
Why Do So Many Advisors Not Have A Continuity Plan?
Advisor Burnout – Is It Time To Sell?
Despite Market Volatility, Practice Values Increasing At Highest Rate In History

TAKE ACTION

  • Purchase Advisor Business Valuation
  • Purchase a Turnkey Continuity Plan
  • Purchase Deals Support Standard
  • Purchase Deal Support PLUS
  • Purchase Turnkey Legal
  • Bank-Ordered Business Valuation
  • Bank-Ordered CPA Business Valuation

SERVICES

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  • Valuations
  • Advisor Legacy Practice Sales
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info@advisorlegacy.com

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