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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.

Business Valuations

Managing Practice Value Now and Over Time

Live Webinar 02/05/2026 at 1:00 EST

Your financial advisory practice is likely your largest asset. Understanding what influences practice value and what you can do to manage, grow, and protect you value is critical to ensuring your financial future. In this webinar, attendees will learn:

  • The key factors that drive practice value up or down
  • Trends in practice valuations
  • When practice value will peak and decline
  • How practice valuations influence succession decisions

 

A live Q&A will follow. All who register for the webinar will receive a recording of the presentation along with other resources. 

Sign Up for Our Live Webinar
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Tony Whitbeck, CEO

Anthony “Tony” Whitbeck, CFP, CLU, serves as the CEO of Advisor Legacy and as an M&A Coach guiding advisors through the process of buying or selling a practice. A 30+ year veteran of the industry, Tony’s experience, industry knowledge, connections with broker dealers, and track record for successful deals make him a powerhouse ally for financial advisors. Tony is especially adept at deal negotiation and structuring, navigating complex transitions, as well as helping advisors define and craft a compelling vision for their succession.
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Travis Liedke, Valuation Analyst

As a Valuation Analyst, Travis Liedke works hands on with advisors and our Legacy Solutions team to deliver valuations and deal support services.  His background as a financial analyst and deep passion for staying on top of industry trends allows Travis to advise clients on best practices for growing equity, developing succession plans, and structuring deals.