Todd Doherty

Todd Doherty serves as Vice President for Advisor Legacy, where he leads advisors through the full M&A lifecycle—readiness, valuation analysis, buyer/seller matching, due diligence, and post-close integration. With more than 15 years in senior roles at financial advisory firms and hands-on ownership experience, Todd brings an operator’s lens to every engagement. His writing focuses on practical ways to boost enterprise value, structure win-win deals, and avoid execution risk. Todd collaborates closely with the firm’s valuation, lending, and legal partners to help advisors make confident, data-driven decisions.

Preparing Your Advisory Firm For Due Diligence

11 min read

How to Prepare Your Advisory Firm for Buyer Due Diligence

Todd Doherty: May 12, 2026

Preparing your advisory firm for buyer due diligence requires assembling clean financial statements, organizing operational records, documenting...

13 min read

Designing A Practice Valuation Program For Broker-Dealer Networks

Todd Doherty: April 21, 2026

Broker-dealer networks face a growing succession challenge. Advisors need practice valuations for succession planning, M&A conversations, liquidity...

10 min read

Using Valuation to Negotiate Earnout Terms in Advisory M&A Deals

Todd Doherty: March 25, 2026

Earnouts have become a defining feature of advisory M&A, with recent industry data showing that 18% of private target acquisitions in the latest...

8 min read

Building a Multi-Year Valuation Roadmap for Your Advisory Firm

Todd Doherty: March 4, 2026

The most successful advisory firm owners spend years quietly wondering if their firm is actually worth what they hope or fear it isn’t. The truth is,...

7 min read

How to Choose the Right M&A Advisor or Broker to Sell Your Business

Todd Doherty: January 23, 2026

Are you planning to sell your advisory firm or guide a client through one? If so, you’ve probably asked: “Do I really need an M&A advisor or business...

Leveraging Advisory Marketplaces to Sell

10 min read

Selling an Advisory Firm? Leverage Marketplaces to Maximize Buyer Reach

Todd Doherty: January 16, 2026

Thinking about selling your advisory firm? You’re not alone. M&A activity in the financial advisory space continues to surge, with valuation...

7 min read

Cultural Alignment in Mergers and Acquisitions: Finding the Right Buyer

Todd Doherty: January 2, 2026

What happens to your firm’s culture when you hand it over?

8 min read

How Overhead Impacts Firm Valuation and What Smart Sellers Do About It

Todd Doherty: December 26, 2025

Are you planning to sell your firm? Here's a reality check you should know: buyers don’t pay for potential, they pay for profit. And the biggest drag...

7 min read

Exit Readiness Checklist for Advisory Firms: What to Fix Before You Sell

Todd Doherty: December 19, 2025

If you’re an RIA owner or advisory firm principal over 55, you’re likely holding more risk than you realize. According to Cerulli Associates,...

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Todd Doherty

How to Prepare Your Advisory Firm for Buyer Due Diligence

Designing A Practice Valuation Program For Broker-Dealer Networks

Using Valuation to Negotiate Earnout Terms in Advisory M&A Deals

Building a Multi-Year Valuation Roadmap for Your Advisory Firm

How to Choose the Right M&A Advisor or Broker to Sell Your Business

Selling an Advisory Firm? Leverage Marketplaces to Maximize Buyer Reach

Cultural Alignment in Mergers and Acquisitions: Finding the Right Buyer

How Overhead Impacts Firm Valuation and What Smart Sellers Do About It

Exit Readiness Checklist for Advisory Firms: What to Fix Before You Sell

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