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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.

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.