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Advisor Legacy Insights

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

Practice Acquisitions (2)

3 min read

Top Three Reasons Advisors Sell Their Practice

Over the last five years, the demand for practice acquisitions has skyrocketed. This increase in demand is fueled by greater access to capital, a...

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2 min read

The Deciding Factor: Why A Seller Won’t Sell Their Practice to You

As we discussed in our previous post Four Factors for Fit, there are many factors you must consider as a buyer before signing on the dotted line. The...

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4 min read

Making the Decision to Sell Your Practice

The decision to sell your practice can weigh heavy on you. Often, many questions plague your mind. Will you sell to the advisor you know down the...

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1 min read

When Practice Value Begins to Decline

Over the past several years, advisors have seen the value of their practice steadily grow. As a result, many retiring advisors have enjoyed premiums...

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3 min read

The Growing Appeal of Sell and Stay Deals

The advisor M&A scene has changed dramatically over the last five years. This change has emerged in tandem with a shift from a concentration in the...

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2 min read

Committed to the End

A successful practice sale doesn’t end when the buyer signs the purchase agreement. It ends when the entire practice, including all of its clients,...

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2 min read

Successful Advisors Are Cashing in and Making More Time for Family and Fun

A growing trend in the advisor industry is the partial sale of a specific group of clients. The main reason for this trend is that, instead of opting...

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1 min read

Why Advisors Delay Selling Their Practice

Stories about mergers and acquisitions are dominating the headlines, paired with an equal number of headlines discussing the vast number of advisors...

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1 min read

Funding A Financial Advisor Practice Acquisition

For many advisors looking to grow their practice, acquisitions are an attractive path. The challenge, however, is identifying the best way of funding...

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2 min read

Top 4 Factors Besides Price that Make a Practice a Good Fit

Whether you are buying or selling a financial advisory practice, the whole transaction can feel a lot like dating. You’re looking for someone who is...

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