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Valuations &
Equity

Objective valuations and equity insights to price, benchmark, and guide decisions.

M&A: Deal Support & Practice Sales

Hands-on M&A support from structure to negotiations, listings, and closings.

Practice Management & Coaching

Systems, coaching, and assessments to streamline operations and grow team performance.

Continuity, Legal & Business Services

Protect continuity, formalize entities, access lending resources, and membership benefits.

Book a Call

Schedule a call with one of our coaches to learn more about our services and how we can help.

Schedule a Meeting


 
Live Chat

You can also click on our live chat option (bottom right-hand of page) to speak with someone during normal business hours.


 
Our Location

5440 Corporate Drive
Suite 205
Troy, MI 48098


 
Phone Number

248.328.4100


 
Email

info@advisorlegacy.com

Send us a message

Send us an email or live chat with someone now. One of our representatives would be happy to get in touch with you.

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It’s time to plan for you.
Let us help you plan your legacy.