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Todd Doherty

Todd Doherty serves as Vice President for Advisor Legacy, where he helps advisors navigate the entire M&A process from start to finish. With over 15 years of senior leadership experience in financial advisor firms, Doherty knows first-hand what it takes to grow a successful practice. His specialties include growing practice value, succession and acquisition strategy and planning, business valuation analysis, and operations. Doherty works closely with his team to help advisors make smart decisions and successfully execute practice sales and acquisitions.

2 min read

Why It’s a Bad Idea to Hold on to Your Practice Until You Retire

Many advisors with 30 plus years of service under their belt approach the last phase of their career in pretty much the same fashion. They take their...

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Financial Advisor Practice Values Reach All Time High

Despite the challenges of fluctuating markets, practice valuations have reached an all-time high. Since January 1, 2020, we have completed over 400...

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Factors That Impact Practice Value

Your financial planning practice is likely your largest asset. Understanding its potential value is critical to making smart business decisions. One...

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Using a Valuation as a Business Planning Tool

When financial advisors think of valuations, they often think of them in relation to mergers and acquisitions. But valuations are useful for more...

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The Key Types of Financial Advisor Practice Sales

When it comes to selling a practice, advisors have many options available to them. Since most advisors are new to the selling game, the options can...

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How An Aging Client Base Hurts Your Practice Value (And What to Do About It)

As you near the point of finally exiting your practice, either through internal succession or outside sale, one of your main goals becomes maximizing...

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4 min read

Finding a Successor For Your Financial Advisory Practice

You spend decades building your practice. During that time, you cultivate and nurture strong relationships with your clients and your staff. With so...

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Making the Decision to Sell Your Practice

The decision to sell your practice can weigh heavy on you. Often, many questions plague your mind. Will you sell to the advisor you know down the...

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Profitability in Financial Advisor Practices

Any smart business owner knows that it’s not enough to generate revenue. You also must generate a comfortable profit in order to offset the risks of...

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When Practice Value Begins to Decline

Over the past several years, advisors have seen the value of their practice steadily grow. As a result, many retiring advisors have enjoyed premiums...

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