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Advisor Legacy Insights

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

Practice Acquisitions (3)

3 min read

Biggest Roadblocks to the Sale of a Financial Practice

The sale of a financial practice is a major event for the owner of the practice who spent years building the practice into a vibrant business....

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3 min read

Despite Market Volatility, Practice Values Increasing at Highest Rate in History

Recently, a number of experts that specialize in RIA M&A have claimed that practice values are reaching their peak and will soon feel the effects of...

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3 min read

Common Mistakes When Buying or Selling a Practice

Buying or selling a practice can be an exciting event. It can also become a challenging experience if you’re not prepared. Here are some of the most...

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2 min read

Can You Afford to Sell Your Advisory Practice

Many financial advisor practice owners nearing retirement wonder when the right time is to exit. Often, they consider their age, the age of their...

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2 min read

Myths About Practice Value That Keeps Advisors From Selling When They Should

In our last post, we explained the many personal reasons advisors use to delay selling. Advisors also cite assumptions about their practice value and...

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