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Legacy Choice
Legacy Choice
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Valuations &
Equity

Objective valuations and equity insights to price, benchmark, and guide decisions.

M&A: Deal Support & Practice Sales

Hands-on M&A support from structure to negotiations, listings, and closings.

Practice Management & Coaching

Systems, coaching, and assessments to streamline operations and grow team performance.

Continuity, Legal & Business Services

Protect continuity, formalize entities, access lending resources, and membership benefits.

Protect Your Practice From The Unexpected

Every day, you work to safeguard your clients’ assets. But many advisors overlook their most valuable asset—their own practice.


Life is unpredictable. Events such as death or disability can strike anyone at any time, putting your business and your clients at risk. That’s why we make it simple to put a continuity plan in place that fits your needs—providing peace of mind for you, your loved ones, and the clients who rely on you.

 
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Why Choose Us?

We make it easy.
No complicated data collection or piles of forms to complete.

We have the experience.
We’ve helped hundreds of advisors across multiple platforms safeguard their practices.

We give you more for less.
Our streamlined process provides all the support you need—at a fraction of the cost of hiring an attorney on your own.
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PracticeProtect

For advisors who want the protection of a formal agreement—without requiring a valuation—we offer flexible solutions. Choose from a Continuity, Buy-Sell, or Guardian Agreement, tailored to fit your specific needs.

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PracticeProtect Plus

Along with a Business Valuation, you can choose the agreement that best fits your needs—Continuity, Buy-Sell, or Guardian.

 

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PracticeProtect Guardian - Ameriprise

Exclusively for Ameriprise Advisors. Includes a valuation and guardian plan with CornerStone Financial Group.                                                      

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What Our Clients Are Saying
Larson

"Advisor Legacy analyzed our client base, our investment practice and our individual strengths and weaknesses and provided a disciplined methodology for client management. Their tracking tools have led to consistent growth in both our client base and assets under management."

Marjorie Larson, CFP®
Certified Consulting Services, RIA

Huggins

"Advisor Legacy has done for us what we do for our clients every day. We believe that balanced planning leads to balanced living, and we focus our company’s efforts on helping our clients in this way. Now that we are working with Advisor Legacy, my team and I can enjoy a better quality of life too."

Andy Huggins, CFP®
Private Wealth Advisor

Brian Britt

"I don’t know where I’d be without Advisor Legacy. They’ve been a part of pivotal moments in my practice. I’m also more productive, more efficient, and not running myself ragged. They’ve just been vital to the success of my practice."

Brian Britt CFP®
Private Wealth Advisor

Craig Donowho

"It has been comforting and empowering working with Advisor Legacy. They don’t just step in with solutions first. They lead, teach, coach and encourage us to solve the problems ourselves."

Craig Donowho CFP®
Private Wealth Advisor

Terri Fischer

"We had an IDPA done for our practice and followed it up with ongoing practice management coaching. Advisor Legacy provided us with a detailed report and an action plan for making improvements. Advisor Legacy is truly a full-service company, and we know that they can help us with all aspects of practice management and growth opportunities."

Terri Fischer
Office Manager

Have Questions?

Book a call with one of our team members. They can walk your through our process and the components of each service.

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Helping advisors build, live, and leave a legacy