Deal Support Services

A successful transaction requires that the buyer, the seller, and the clients are all extremely satisfied – we make those deals happen!

Benefit from objective, strategic advice

Financial advisors who use third parties to help negotiate their deal terms usually report higher satisfaction with the end result. Our team has handled hundreds of practice sales, and we provide insight, structure, and best practices to one of the most important transactions you can make. We also offer two levels of service, depending on how much support you need, with clear, upfront pricing.

A team of professionals at your service

Get help from our team of professionals. Depending on which level of service you select this may include:

  • A Business Analyst who will conduct a valuation of the practice
  • An M&A Expert who will help negotiate the deal terms
  • An Executive Coach who will help construct a transition plan
  • A Business Attorney who will draft an enforceable agreement between parties
  • Help navigating bank financing, if needed

A streamlined process

With over a 150 years of combined experience providing M&A support to financial advisors, we have developed and honed a streamlined process for getting you from start to finish. From securing a business valuation to negotiating the deal and transitioning the practice, we help you successfuly get the deal across the finish line.

Legal Support

Handshake deals are too risky for your practice. We ensure that our clients have the appropriate legal contracts and written terms to protect all that they have worked to build. The attorneys that we work with have been fully vetted and were carefully selected because they understand the nuances of our business.

Most of our Advisor Legacy services include the attorney consultations and contracts; however, in some circumstances additional attorney services are necessary. If you would like to learn more about specific legal services, contact our attorney partners.

Bank Financing

Bank financed deals offer security to the seller and more options to the buyer. We work with banks who specialize in financial advisory practices sales. We can work with both the buyer and seller to determine if bank financing is appropriate for your deal.

See Our Bank Partners

Turnkey Deal Support

For advisors who already have a valuation and only need a basic contract for straight asset purchase.

Our deal support service is intended to help the client (buyer or seller) complete the terms and structure of a deal. The consultant will advocate for the client in presenting the deal terms to the second party. The deliverable of the service is a “Terms Sheet,” on which both the buyer and seller will sign off. The Terms Sheet is then provided to an attorney to complete the formal agreements (attorney’s fees are not included in this service).

Additional services can be added a la carte.


Turnkey Deal Support Plus

For advisors who need comprehensive support working through the deal and the transition. Includes everything in the standard package plus:

• Business Valuation
• Legal Support
• Transition Support and Coaching

*Advisors save roughly $800 versus buying the valuation, legal support, and transition services separately.


Deal Terms

Our Deal Support package is billed in two parts, providing you with flexibility and assurance:

50% Down payment to begin the process. Once the deal terms have been decided, Part 2 is due.

  • For the Standard package, the remaining 50% is due when the term sheet is signed.
  • For the Plus package, the Remainder is due prior to the engagement of the attorney. If the deal does not go through, the second half of the transaction can be cancelled. The first half is non-refundable.

*Does not include support for partnership agreements, purchasing shares, or other special circumstances. For those instances we can provide a proposal for support.

Get Started Today

Complete our Quick Practice Value Estimator and begin taking action to plan your future.

Have Questions? No problem – We can help!

You can send us a contact form and we will ensure that the right person from our team reaches out to you. Or you can click on our live chat option (bottom right-hand of page) to speak with someone during normal business hours.