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.

How Long It Takes to Sell a Financial Advisory Practice

11 min read

How Long Does It Take to Sell a Financial Advisory Practice?

Todd Doherty: June 11, 2026

Selling a financial advisory practice typically takes 6 to 24 months, depending on factors such as valuation readiness, buyer demand, deal structure,...

Practice Acquisitions Successions and Continuity

Recurring Revenue Quality in Advisory Firm Acquisitions

11 min read

Why the Quality of Recurring Revenue Matters in Advisory Firm Acquisitions

Todd Doherty: June 4, 2026

Recurring revenue quality is one of the most important factors affecting valuation in an advisory firm acquisition. While total revenue often...

Practice Acquisitions

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?

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Value Your Practice

Buy or Sell a Practice

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Todd Doherty

How Long Does It Take to Sell a Financial Advisory Practice?

Why the Quality of Recurring Revenue Matters in Advisory Firm Acquisitions

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

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