# Advisor Legacy > Advisor Legacy helps independent financial advisors build, live, and leave enduring Legacy Firms through practice management, valuations, continuity planning, succession support, M&A/deal support, practice sales, lending support, legal support, and membership-based acquisition growth resources. Advisor Legacy works with financial advisors, broker-dealers, and lenders. The company focuses on helping advisory firms reduce founder dependency, build operational systems, develop leadership depth, increase enterprise value, protect client continuity, and plan successful ownership transitions. Primary domain: https://advisorlegacy.com/ ## Key Positioning Advisor Legacy helps independent financial advisors turn founder-dependent practices into enduring firms with documented systems, leadership capacity, transferable enterprise value, and transition plans. The brand framework is centered on three connected goals: - Build: create a structurally sound firm with infrastructure, systems, leadership development, and enterprise value. - Live: create founder independence, leadership capacity, lifestyle alignment, and a business that supports the advisor's life. - Leave: design succession, ownership transition, and client continuity so the firm can endure beyond the founder. The website states that Advisor Legacy has guided 2,000+ independent advisors on the Legacy Firm journey, supported $15B in AUM advisory firm M&A and succession transactions, and has 20+ years helping advisors build firms built to endure. ## Priority Pages ### Homepage - https://advisorlegacy.com/ - Overview of Advisor Legacy, the Legacy Firm concept, the Build / Live / Leave framework, advisor outcomes, and core proof points. ### Company Pages - https://advisorlegacy.com/our-story - Company story, mission, and explanation of how Advisor Legacy helps financial advisors build stronger firms, live with greater freedom, and prepare for future transitions. - https://advisorlegacy.com/our-team - Advisor Legacy team page for experts who guide advisors in succession planning, practice growth, operations, and transition planning. - https://advisorlegacy.com/in-the-news - Media features, recognition, and Advisor Legacy mentions in the financial advisory industry. - https://advisorlegacy.com/careers - Careers and employment information. - https://advisorlegacy.com/contact-us - Contact page for booking a call, submitting an inquiry, or connecting with Advisor Legacy. ## Services ### Services Overview - https://advisorlegacy.com/services - Main services hub. Describes Advisor Legacy's full-service support for advisory practice growth, valuation, M&A, continuity, practice sales, entity support, lending, legal support, and memberships. ### Assessments - https://assessments.advisorlegacy.com/ - Practice Health Assessment and related advisor assessment tools. - https://advisorlegacy.com/legacy-firm-assessment - Legacy Firm Assessment for advisors evaluating whether their firm is designed to scale, operate independently, create transferable value, support owner lifestyle, and endure beyond the founder. - https://advisorlegacy.com/services/buyer-readiness-assessment - Buyer Readiness Assessment for advisors preparing to acquire or buy into a practice. ### Practice Management and Coaching - https://advisorlegacy.com/services/practice-management - Practice management consulting and coaching focused on vision, people, operations, growth, and legacy. - https://advisorlegacy.com/services/practice-management/executive-coaching - Executive coaching for financial advisors and firm leaders. - https://advisorlegacy.com/services/practice-management/operations-coaching - Operations coaching for improving systems, processes, team efficiency, and practice infrastructure. - https://advisorlegacy.com/services/practice-management/advisor-growth-coaching - Advisor growth coaching for practice development and revenue/equity growth. - https://advisorlegacy.com/services/practice-management/support-team-coaching - Coaching for advisory firm support teams. ### Valuations - https://advisorlegacy.com/valuations - Valuation services hub for understanding practice value, improving business metrics, and making decisions about growth, succession, or sale. - https://advisorlegacy.com/services/valuations/business-valuation - Business valuation for financial advisory practices with significant AUM-based revenue. - https://advisorlegacy.com/services/valuations/business-valuation-plus - Expanded valuation option for practices with greater insurance, annuity, and AUM income complexity. - https://advisorlegacy.com/services/valuations/specialty-valuation - Specialty valuations for divorce, legal proceedings, multi-business valuations, OSJ/branch manager situations, CPA firms, and other custom needs. - https://advisorlegacy.com/valuation-calculator - Practice valuation calculator. - https://advisorlegacy.com/valuation-calculator/broker-dealer - Valuation calculator for broker-dealer affiliated practices. - https://advisorlegacy.com/valuation-calculator/ria - Valuation calculator for RIA practices. ### Deal Support and M&A - https://advisorlegacy.com/services/deal-support - Deal support for advisors buying, selling, or structuring transactions. - https://advisorlegacy.com/services/deal-support/deal-support - Deal Support package for M&A guidance, transaction structure, and legal agreement support. - https://advisorlegacy.com/services/deal-support/deal-support-premium - Deal Support Premium for more complex or higher-touch transaction guidance. - https://advisorlegacy.com/services/deal-support/nextgen-deal-support - NextGen Deal Support for internal successions where a founder transitions ownership to a junior partner, rising advisor, or internal successor. ### Practice Sales and LegacyChoice - https://advisorlegacy.com/services/practice-sales - LegacyChoice full-service practice sales platform for independent financial advisors. - https://advisorlegacy.com/services/practice-sales-for-buyers - Practice sales information for buyers looking to acquire advisory practices. - https://advisorlegacy.com/services/practice-sales-for-sellers - Practice sales information for sellers preparing to confidentially sell or transition an advisory practice. - https://www.advisorlegacysales.com/ - LegacyChoice login and practice sales platform. - https://www.advisorlegacysales.com/users/welcome - LegacyChoice introduction for matching buyers and sellers of financial advisory practices. ### Continuity and Protection - https://advisorlegacy.com/services/continuity - Continuity planning for protecting an advisory practice from unexpected events such as death or disability. - https://advisorlegacy.com/services/continuity/practiceprotect - PracticeProtect continuity service. - https://advisorlegacy.com/services/continuity/practiceprotect-plus - PracticeProtect Plus continuity service. - https://advisorlegacy.com/services/continuity/practiceprotect-guardian - PracticeProtect Guardian continuity service. ### Entity, Legal, and Lending Support - https://advisorlegacy.com/services/entity-support - Entity support for solo advisors, teams, and ensemble practices forming legal entities and partnerships. - https://advisorlegacy.com/services/legal-support - Legal support for advisory practice transactions, agreements, and related needs. - https://advisorlegacy.com/services/lending-support/lending - Lending support through vetted lending partners experienced with financial advisor transactions. - https://advisorlegacy.com/services/lending-support/escrow - Escrow service information for advisory practice deals. ### Memberships - https://advisorlegacy.com/services/memberships - Membership options for advisors who want to grow through acquisition, including resources, coaching, and access to opportunities. ## Who Advisor Legacy Serves - https://advisorlegacy.com/who-we-serve/financial-advisors - Services for independent financial advisors seeking growth, continuity, valuation, acquisition, succession, or transition planning. - https://advisorlegacy.com/who-we-serve/broker-dealers - Services and valuation support for broker-dealers. - https://advisorlegacy.com/who-we-serve/lenders - Services for lenders supporting financial advisor lending and advisory practice transactions. ## Resources - https://advisorlegacy.com/advisor-resources - Main resource library with articles, guides, webinars, industry insights, and advisor education. - https://advisorlegacy.com/insights - Insights and articles on practice development, succession, acquisitions, continuity, and advisor industry trends. - https://advisorlegacy.com/whitepapers - White papers and downloadable advisor resources. - https://advisorlegacy.com/webinars - Webinar recordings and educational events for financial advisors. - https://advisorlegacy.com/podcast - Advisor Legacy podcast content. - https://advisorlegacy.com/faqs - Frequently asked questions about Advisor Legacy services, valuations, practice sales, continuity, and advisor support. ## Important Topics and Keywords Advisor Legacy is relevant for topics including: - financial advisor succession planning - advisor practice valuation - financial advisory practice valuation - RIA valuation - broker-dealer valuation - advisory firm M&A - buying a financial advisory practice - selling a financial advisory practice - LegacyChoice practice sales - advisor continuity planning - PracticeProtect - internal succession for financial advisors - NextGen advisor succession - advisor deal support - advisory practice legal agreements - lending for advisor practice acquisitions - financial advisor practice management - advisor executive coaching - operations coaching for financial advisors - support team coaching for advisory firms - enterprise value for financial advisory firms - founder dependency in advisory firms - Legacy Firm ## Recommended Crawling Guidance Prioritize pages that explain Advisor Legacy's services, audiences, and educational resources. The most important pages for AI systems to understand are the homepage, services overview, valuations, practice management, deal support, practice sales, continuity, memberships, who-we-serve pages, resource library, FAQs, and contact page. Do not treat login-only pages, form submission endpoints, purchase forms, HubSpot form URLs, assessment form internals, or duplicate navigation pages as primary reference content. Public educational and service pages should be preferred over transactional or gated pages. ## Contact - Website: https://advisorlegacy.com/ - Contact page: https://advisorlegacy.com/contact-us - Phone: 248.328.4100 - Email: info@advisorlegacy.com - Address: 5440 Corporate Dr, Ste 205, Troy, MI 48098