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Business Valuations Webinar

Business Valuations Webinar
Date: TBD

Learn the key factors that drive value in your practice as well as the current and future trends in valuation. The presentation is valuable for: Succession Planning, Acquisitions, Profitability Enhancement, Bank Financing and Strategic Planning.

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Five Reasons to Sell Now Webinar

Five Reasons to Sell Now Webinar
Date: TBD

We explain why so many advisors wait too long to sell their practice and discuss the current conditions make now a great time to consider selling. This presentation is valuable for: Succession Planning, Retirement Planning, Internal Transitions, External Transitions, and Financing.

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Advisor Legacy Sales Webinar

Advisor Legacy Sales
Date: TBD

This is an informational webinar for both buyers and sellers. Learn how our consultants help buyers and sellers make successful deals and transactions.

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Five Reasons to Sell Now
Business Valuations
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In the News
  • Advisor Legacy announces this week the successful completion of the sale of Derrick Kinney and Associates based out of Arlington, Texas to Kuttin Wealth Management, based out of Hauppauge, New York.
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  • Anthony Whitbeck, CEO and Todd Doherty, M&A Consultant discuss how the Corona Virus is impacting Mergers and Acquisitions.
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  • Todd Doherty, M&A Consultant and Valuations Expert for Advisor Legacy, shared the three drivers that maximize practice value for Advisor Perspectives. In the article, he provides a side by side comparison of two similar practices, and how the factors of value impacted each firm’s overall valuation.
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  • Wealth Management highlights the launch of Advisor Legacy as a practice that bridges the gap between in-house succession departments and listing services.
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  • Advisor Legacy brought on as consultant to support buyers and seller’s on Skyview’s new platform, the Advisory Practice Board of Exchange, a secure and confidential platform for buying and selling practices.
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  • Advisor Legacy launches to bridge the gap between practice listing services and in-house succession departments.
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