Elite Member Benefits & Resources

In the top banner of our site (advisorlegacysales.com), click on “Account Settings.”

On this page, you are able to update your basic account info, including resetting your password. Once any/all changes are made, be sure to click the “Update Settings” button at the very bottom.

If you are invited to bid, you will receive a notice of such from our Advisor Legacy system. That notice includes a link to a page with instructions for bidding.

PLEASE NOTE

You will need to click on the red “Bid Now” button in the practice listing in order to see deal terms and other specific information that will be required at this stage. You will have access to this button upon receiving your invitation to bid.

All communications with the seller must go through our Advisor Legacy team. We have found this to be in the best interest of both the seller and the buyer candidate.  Please see the FAQ’s for more information.

Only Elite buyers can build a profile of their business and be eligible to participate in an acquisition.

The profile is a robust source of information on the buyer and one of the primary sources of information for the seller to review when determining who will be invited to bid on the practice.

You might, but it is not guaranteed as that is strictly determined by the seller in each individual case.

Your profile will be available to future sellers as long as you maintain your Elite buyer status.  However, you may want to tweak it when you express interest in another practice if any metrics have changed or if you want to convey a particular message to the seller based on their profile.

No.  You may cancel your membership at any time.  Keep in mind doing so will also eliminate your ability to be considered for an acquisition.  Your profile will remain intact should you decide to become an Elite buyer again at a future point.

After the bidding process, those candidates selected by the seller to move forward will have an initial interview with the seller, led by the Advisor Legacy Coach.  This will be the first opportunity to interact directly.  We request that communications following this step still go through our Advisor Legacy team as we have found that to be in the best interest of both the seller and the buyer candidate.

Please email us your questions.  If they are general and would be helpful to all candidates, we will post them (along with the answers) in our Q&A section that is on the reports page provided to bidders.  If they are specific, the proper team member will respond directly to you.

Our Advisor Legacy team will continue to work with the seller and you (collectively) throughout the deal terms finalization, preparation of legal agreements, planning for the client transition, and coordinating funding/disbursements.  That is, we continue to step you through the process all the way through the close of the sale/purchase.