Skip to the main content.
Legacy Choice
Legacy Choice
Facebook Instagram Linkedin YouTube

Business Valuations

Comprehensive, data-driven valuations and comparative equity analyses to accurately price your practice, establish market benchmarks, and support informed decision-making.

Deal Support & Practice Sales

Comprehensive M&A guidance encompassing deal structuring, negotiation strategies, market listings, and transaction closings.

Practice Management & Assessments

Comprehensive systems, targeted coaching, and in-depth assessments designed to optimize operational efficiency and enhance advisory team effectiveness.

Continuity, Legal, Lending

Strengthen continuity through the implementation of formal continuity agreements, the establishment of legal entities, execution of enforceable legal contracts, and securing appropriate capital resources.

Advisor Legacy Insights

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

News and Spotlights

Team Spotlight Todd Doherty

2 min read

Team Spotlight: Todd Doherty – VP, Acquisition and Legacy Planning

Picture of Anthony Whitbeck, CFP®, CLU® Anthony Whitbeck, CFP®, CLU®: June 30, 2025

This blog post is part of a series highlighting Advisor Legacy team members. As Vice President of our Acquisition and Legacy Planning services, Todd...

News and Spotlights
Read More
Team Spotlight John Sullivan

2 min read

Team Spotlight: John Sullivan – M&A Coach

Picture of Nicholas Tucker Nicholas Tucker: June 30, 2025

This blog post is part of a series highlighting Advisor Legacy team members. As M&A Coach, John Sullivan brings over 4 decades of experience in the...

News and Spotlights
Read More
Team Spotlight Travis Liedke

2 min read

Team Spotlight: Travis Liedke Valuation Coach

Picture of Alan Salomon, CPA/ABV, CVA Alan Salomon, CPA/ABV, CVA: June 30, 2025

As a Valuation Coach, Travis Liedke combines a passion for analytics and problem solving with his passion for helping advisors. Travis joined the...

News and Spotlights
Read More