| Deal Support | Deal Support Premium | NextGen Deal Support | |
|---|---|---|---|
| Item | |||
| Valuation | |||
| M&A Consulting | |||
| Negotiating | N/A | ||
| Legal Support | |||
| Earnings Model for Buyer | |||
| Transition Coaching | |||
| Number of Meetings | |||
| Other | |||
| Buy Now | Buy Now | Buy Now | |
What “Deal Support” Means for Financial Advisors
Deal Support is designed for advisors who have already completed a valuation and negotiated core deal terms but need professional guidance to formalize, structure, and close the transaction. At this stage, the focus shifts from strategy to execution—ensuring that agreements are properly documented, risks are addressed, and the deal moves forward smoothly.
Unlike full brokerage or listing services, Deal Support focuses on the final, critical steps of a transaction. We help advisors turn agreed-upon terms into clear, enforceable legal agreements while providing experienced oversight to prevent common pitfalls that can delay or derail closing.
This service is commonly used for asset purchases, internal successions, partner buyouts, and advisor acquisitions where clarity, efficiency, and confidence matter most.
Who Deal Support Is Designed For
Deal Support is best suited for RIAs and broker-dealer–affiliated advisors who:
-
Have identified a buyer or seller and established deal economics
-
Need help completing letters of intent, term sheets, and purchase agreements
-
Want experienced guidance without engaging a full M&A brokerage
-
Are navigating regulatory, structural, or financing considerations tied to advisory practices
This service is not intended for advisors who are still exploring whether to sell or buy, nor for those seeking do-it-yourself legal templates. Deal Support is for advisors who are ready to move from agreement to execution.
What’s Included in Advisor Legacy Deal Support
Our Deal Support services focus on the elements that matter most at the closing stage of a transaction. Depending on the level of support selected, services may include:
-
Review of negotiated deal terms and letters of intent
-
Guidance on deal structure aligned with industry best practices
-
Development of formal term sheets
-
Coordination with attorneys to complete asset purchase agreements
-
Insights into financing structures and lender considerations
-
Oversight to ensure timelines, documentation, and expectations stay aligned
Each engagement is designed to reduce friction, eliminate uncertainty, and help advisors move confidently toward closing.
How the Deal Support Process Works
Our process is designed to keep transactions moving forward without unnecessary complexity.
We begin by reviewing the deal terms and understanding where both parties stand. From there, we provide guidance to refine structure, finalize documentation, and coordinate with legal professionals to complete the required agreements. For more complex or internal transactions, additional consulting and transition support ensures alignment beyond closing day.
Throughout the process, our role is to anticipate issues early, maintain momentum, and provide advisors with clear, practical guidance at every step.
-1.png?width=600&height=450&name=Advisor%20Legacy%20Web%20images%20(1)-1.png)
Why RIAs and Broker-Dealers Choose Advisor Legacy
Advisory practice transactions come with unique considerations—regulatory requirements, client transitions, equity structures, and long-term continuity. Our team specializes exclusively in advisor-focused deals, bringing experience that generalist advisors and attorneys often lack.
Advisors choose Advisor Legacy because we offer:
-
Deep experience with advisory practice transactions
-
Practical, compliance-aware guidance
-
Clear communication and responsive support
-
Flexible service levels without oversized packages
Our goal is simple: help advisors close transactions with clarity, confidence, and peace of mind.
-1.png?width=600&height=450&name=Advisor%20Legacy%20Web%20images%20(2)-1.png)
