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Advisor Legacy Insights

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

Successions and Continuity (2)

3 min read

Choosing Help for Your Succession

When it’s time to sell your practice, you want help from someone you know and trust. Naturally it makes sense to turn to your own broker-dealer...

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3 min read

The Tax Implications of Buying and Selling a Financial Advisory Practice

First-time buyers and sellers are surprised by the many aspects of buying and selling a financial advisory practice. One of the largest, and...

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3 min read

40% of Advisors Set to Retire In the Next 5 Years

The financial advisor industry is rapidly approaching the crest of its retirement wave, yet many advisors nearing retirement don’t have a succession...

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4 min read

Finding a Successor For Your Financial Advisory Practice

You spend decades building your practice. During that time, you cultivate and nurture strong relationships with your clients and your staff. With so...

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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

Why You Don’t Want to DIY Your Financial Advisor Succession

Many advisors find themselves faced with the temptation to handle their internal succession or external practice sale on their own. Whether it’s...

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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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2 min read

The Five-Year Myth Among Financial Advisors

As with any industry, there are many myths that can falsely influence an advisor’s decision about their career and their practice. We’ve talked...

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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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