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.