Skip to the main content.
Legacy Choice
Legacy Choice
Facebook Instagram Linkedin YouTube

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.

Financing Your Next Acquisition

Leveraging Lending for a Competitive Advantage and Enhanced Cash Flow

Live Webinar February 12, 2026 at 01:00 PM EST

In this session, advisors will discover how to use financing not just as a necessity—but as a strategic advantage. Participants will learn about different lending structures, creative financing options, and partnerships with lenders who understand the nuances of advisory firm acquisitions. Through real-world examples and expert insights, the session will highlight how to balance leverage and liquidity to maximize deal flexibility, enhance cash flow, and create scalable growth opportunities.

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