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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.

Buyers Resources

Using the LegacyChoice Sales Platform

Platform Instruction
Frequently Asked Questions

Become a Better Buyer – Free Consultation

Whether you’re new to the acquisition game, are an experienced buyer looking to improve your positioning to sellers, or recently lost an opportunity to a competition bid, our team of experts can help! Our free 30-minute consultation with an acquisitions expert will help you identify gaps and next steps to take to ensure your next acquisition is a success.
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Helping advisors build, live, and leave a legacy