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Legacy Choice
Legacy Choice
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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.

Building One Team, One Culture Post-Acquisition

Live Webinar May 14, 2026 at 01:00 PM EST

The real work begins after the deal closes. This session focuses on integrating teams, systems, and client experiences for maximum retention and operational success. Advisors will learn how to merge cultures, align incentives, and maintain productivity during transitions. Through case studies and practical frameworks, participants will gain tools to create unified teams, retain key talent, and strengthen firm identity after an acquisition.

A live Q&A will follow. Those who register will receive a recording of the webinar and resources following the event.

Sign Up for Our Live Webinar