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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.

Deal Terms & Structure

Making a Winning Offer

Live Webinar April 9, 2026 at 01:00 PM EST

This session revisits the core concepts of building competitive offers with updated examples and expanded discussions on deal customization and creative structuring. Participants will refine their understanding of valuation drivers, earn-outs, and negotiation strategies to close more deals on favorable terms.

A live Q&A will follow. Those who register will receive a recording of the webinar and resources following the event.

Sign Up for Our Live Webinar