Advisor Legacy Insights

Thought leadership from Advisor Legacy to help advisors build, live, and leave a legacy.

19 min read

How To Build A Lender-Ready Valuation Report For Your Advisory Practice

Alan Salomon, CPA/ABV, CVA: April 14, 2026

Most financing requests stall because the valuation report doesn't answer the questions lenders actually ask. A practice might be worth $2 million,...

Valuation Difference Between Fee-Only and Commission-Based Advisory Firms

13 min read

Valuation Differences Between Fee-Only And Commission-Based Advisory Firms

Alan Salomon, CPA/ABV, CVA: April 7, 2026

Two advisory firms can generate the same annual revenue and still produce different valuation outcomes. The reason often comes down to revenue mix:...

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...

10 min read

Valuation Insights for NextGen Financial Advisors Building Equity

Anthony Whitbeck, CFP®, CLU®: March 18, 2026

NextGen financial advisors are entering a period of unprecedented transition in the wealth management industry. According to InvestmentNews, a...

11 min read

Using Valuation to Structure a Fair Financial Advisor Partner Buy-In

Alan Salomon, CPA/ABV, CVA: March 11, 2026

Internal partner buy-ins are increasingly central to succession strategies in financial advisory firms as founders plan exits and next-generation...

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,...