Identify the right fit for today and tomorrow
The volume of practices for sale represents an unprecedented opportunity for growth. But choosing the right practice to acquire is the key to success.
In a recent study, nearly half of advisors weren’t satisfied with the outcome of their acquisitions. Often, advisors don’t anticipate the complications and unknowns that come with the process of buying a practice and integrating it to achieve long-term growth.
Advisor Legacy has supported hundreds of succession transactions – we know what to look for to ensure you’re maximizing your time and resources.
Achieve the best long-term value
Our unbiased expertise and strategic advice gives you confidence that you’re entering the right deal, before you’ve committed a large investment. We can help you:
- Evaluate buying opportunities, and understand the “staying power” of a deal
- Find lending
- Gain legal advice
- Successfully integrate the acquisition into your practice
Based upon your needs, we’ll customize our consulting service to help you gain the maximium benefit.
Make a complicated process run more smoothly
We offer the systems, tools and experience to help you through every stage of an acquisition, whether you’ve already identified a practice to buy or are just starting to look. Here are the ways we can help throughout the process: