Advisor Legacy Insights

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

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

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Team Spotlight: John Sullivan – M&A Coach

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...

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Team Spotlight: Travis Liedke Valuation Coach

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