Continuity Planning

Protect Your Practice From the Unexpected.

Continuity is not just documentation. It is protection by design.

Your practice is more than a business. It supports your clients, your team, your family, and the value you’ve worked years to build.

Advisor Legacy’s PracticeProtect solutions help you put a clear continuity plan in place before life forces a transition — so your clients are cared for, your heirs are protected, and your practice has a path forward.

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The Continuity Gap

A Strong Advisory Firm Has a Plan Beyond the Founder.

Many advisors have spent years helping clients plan for risk, uncertainty, and transition — but their own practice still depends too heavily on one person.

Death, disability, illness, or an unexpected absence can leave clients, staff, heirs, and business value exposed. A continuity plan helps remove the guesswork before pressure hits.

PracticeProtect gives you a structured way to document who steps in, how the practice is protected, and what happens next.

Clients need continuity.
They need to know who will serve them if you cannot.

Heirs need protection.
Your family should not be left guessing what your practice is worth or what to do next.

Your practice needs a path.
The firm you built should have a clear plan for transition, sale, or continued service.

We make it easy.

No complicated data collection process or endless forms to complete.

We have the experience.

We’ve helped hundreds of advisors across multiple platforms protect their practices.

We give you more for less.

Our streamlined process gives you the support you need at a much lower cost than building it alone.

I have a continuity partner.

PracticeProtect is a fit if you already know who would step in or purchase the practice in a triggering event.

I want valuation clarity too.

PracticeProtect Plus is a fit if you want a continuity agreement plus a business valuation to understand current value.

I’m an Ameriprise advisor without a successor.

PracticeProtect Guardian is built for Ameriprise advisors who need a designated Guardian Practice solution.

Continuity Solutions

Three Ways to Protect Your Practice

Choose the right level of support based on whether you need a simple agreement, valuation-backed planning, or an Ameriprise Guardian solution.

Core Continuity

PracticeProtect

A straightforward continuity planning option for advisors who want formal protection without requiring a valuation.

Continuity, Buy/Sell, or Guardian Agreement
Streamlined intake process
Option to choose agreement type
Designed for advisors with a continuity partner

$2,195

Best for advisors who already have a continuity partner.

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Valuation + Continuity

PracticeProtect Plus

A stronger continuity package for advisors who want a valuation and a formal agreement tailored to their planning needs.

Business valuation included
Continuity, Buy/Sell, or Guardian Agreement
Valuation review with coach
Attorney-drafted agreement option

$2,995

Best for advisors who want valuation clarity and legal continuity support.

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Ameriprise Advisors

PracticeProtect Guardian

A robust continuity solution designed exclusively for Ameriprise advisors without a designated successor.

Business valuation included
Guardian Plan Agreement
An Ameriprise practice as your Guardian Practice
Practice sale & transition support

$1,495

Best for Ameriprise advisors who need a designated guardian path.

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Feature	PracticeProtect	PracticeProtect Plus	PracticeProtect Guardian
Best Fit For	Advisor with a continuity partner	Advisor wanting valuation + agreement	Ameriprise advisor without a successor
Business Valuation	—	Included	Included
Agreement Options	Continuity, Buy/Sell, or Guardian Plan	Continuity, Buy/Sell, or Guardian Plan	Guardian Plan
Coach / Review Support	Intake and plan support	Valuation review with coach	Guardian team support
Guardian Practice	Advisor-selected	Advisor-selected	CornerStone Financial Group
Legal Documentation	Agreement support	Attorney-drafted option	Guardian Plan documentation
Price	$2,195	$2,995	$1,495

Purchase

Choose the PracticeProtect option that fits your situation.

Submit Data

Complete the intake process and provide the information needed.

Review Plan

Our team reviews your details and identifies the right next steps.

Meet Coach

Where applicable, review valuation or agreement details with a coach.

Plan Delivered

Your continuity plan or agreement is prepared and ready for use.

Continuity

For when the advisor has a continuity partner who will purchase the practice in a triggering event such as death or disability.

Buy / Sell

For when the advisor has a continuity partner who may purchase the practice and where rights of first refusal, first offer, or purchase requirements may apply.

Guardian Plan

For when a guardian steps in to help protect clients and the practice while the business is transitioned or sold.

Ameriprise Guardian Solution

A Guardian Path for Ameriprise Advisors Without a Successor

PracticeProtect Guardian is designed exclusively for Ameriprise Financial advisors who need a reliable continuity path when there is no identified successor.

In the event of death, illness, or disability, the Guardian Plan helps ensure your practice continues to operate until a qualified successor is identified and the business is transitioned.

Buy Guardian

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CornerStone Financial Group serves as Guardian Practice
Advisor Legacy provides practice sale and transition support
Valuation helps surviving heirs understand practice value
Guardian Plan legal documentation delivered for signature
Designed to protect clients, staff, family, and enterprise value

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David H.
Independent Financial Advisor

Working with Advisor Legacy gave me clarity on what my practice was actually worth — and a roadmap for what came next. They understand this industry in a way most consultants simply don’t.

❝

Aubrey Herman
Wealth Manager

The coaching process changed how I see my role in my own firm. I stopped being the bottleneck and started being the architect. That shift has been transformational.

❝

Marjorie Larson, CFP®
Retiring Practice Owner

Advisor Legacy walked us through the entire transition — valuation, deal structure, and close. They protected our clients and our team every step of the way.

❝

David H.
Independent Financial Advisor

Working with Advisor Legacy gave me clarity on what my practice was actually worth — and a roadmap for what came next. They understand this industry in a way most consultants simply don’t.

❝

Aubrey Herman
Wealth Manager

The coaching process changed how I see my role in my own firm. I stopped being the bottleneck and started being the architect. That shift has been transformational.

❝

Marjorie Larson, CFP®
Retiring Practice Owner

Advisor Legacy walked us through the entire transition — valuation, deal structure, and close. They protected our clients and our team every step of the way.

❝

Andy Huggins, CFP®
Advisory Practice Owner

I had no idea how to value what I'd built. After the valuation process, I felt confident for the first time — about the number, and about what to do with it.

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Brian Britt, CFP®
Independent Advisor

The PracticeProtect program gave me — and my clients — peace of mind. Knowing there's a plan if something unexpected happens is something every advisor should have.

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Craig Donowho, CFP®
Practice Seller

From deal structuring to close, the Advisor Legacy team was there. They understood the emotional side of transition just as much as the financial side. That made all the difference.

❝

Andy Huggins, CFP®
Advisory Practice Owner

I had no idea how to value what I'd built. After the valuation process, I felt confident for the first time — about the number, and about what to do with it.

❝

Brian Britt, CFP®
Independent Advisor

The PracticeProtect program gave me — and my clients — peace of mind. Knowing there's a plan if something unexpected happens is something every advisor should have.

❝

Craig Donowho, CFP®
Practice Seller

From deal structuring to close, the Advisor Legacy team was there. They understood the emotional side of transition just as much as the financial side. That made all the difference.

Build the Plan Before
the Unexpected Happens.

Whether you need a simple agreement, valuation-supported continuity, or an Ameriprise Guardian solution, Advisor Legacy can help you take the next step.

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Value Your Practice

Buy or Sell a Practice

Grow your Practice