"Selling my practice was a complex decision.
Having Advisor Legacy
on my side was an easy one."
Achieve the legacy you deserve.
"Selling my practice was a complex decision.
Having Advisor Legacy on my side was an easy one.”
Achieve the legacy you deserve.
Selling Your Practice
We understand how to find the best fit for your team, your clients and you.
Find the best fit for you.
You’ve worked hard to build your practice. We’ll work hard to secure its future, and yours.
We understand that a successful practice sale is about more than numbers; it’s about finding the best fit for your clients, your team and you.
No matter where you are in the process - whether you are already working with a buyer or if you are in the early stages of contemplating retirement, we can help. Our only priority is helping you achieve the most rewarding outcome as you define it – both financially and personally.
Your legacy. Your Way.
Selling a practice is complicated. We provide the experienced expertise to make it easier.
We're more than a listing service or a middle man, we provide full consulting and personal support from the first call through the transaction and a successful transition.
Having a trusted, objective consultant guide you through a sale will ensure your confidence in the results. With our expertise and support you’ll create the legacy you envision, with no regrets.
Legal Support
For an asset as important as your practice, handshake deals are way too risky. We ensure that our clients have the appropriate legal contracts and written terms to protect all that they have worked to build.
The attorneys we work with have been fully vetted and were carefully selected because they understand the nuances of our business.
Our Deal Support Service includes the attorney consultations and contracts; however, in some circumstances additional legal services are necessary. If would like to speak to an attorney about your situation, contact our legal partners.
For Those
Searching For
a Buyer
Advisor Legacy Sales
If an advisor wants to sell his/her practice and does not have a specific buyer - we can help! Our Advisor Legacy Sales process allows us to find the right purchaser for your business. You'll have access to hundreds of qualified buyers to find the best match for your practice.
Learn More
Legal Support
For an asset as important as your practice, handshake deals are way too risky. We ensure that our clients have the appropriate legal contracts and written terms to protect all that they have worked to build.
The attorneys we work with have been fully vetted and were carefully selected because they understand the nuances of our business.
Our Deal Support Service includes the attorney consultations and contracts; however, in some circumstances additional legal services are necessary. If would like to speak to an attorney about your situation, contact our legal partners.
Lending Support
We work with financing partners who are experts in the sale of financial advisory practices. As a seller, it is important to know what options are available for monetizing your practice. The ability for buyers to obtain bank financing means that the pool of qualified candidates is larger and your control over the deal is greater.
See Our Bank PartnersGet Started Today
Complete our Quick Practice Value Estimator and begin taking action to plan your future.
The Grocery Store Test
The Grocery Store test is our test for excellence. We want you to envision running into one of your clients unexpectedly at the grocery store several months after you have transitioned your practice.
Will your client be happy to see you? Will they be pleased with how things turned out? Will they be happy with the new advisor?
If the answers are "Yes" - then we have done our job right.
Speak with a Succession Expert
If you would like help planning your succession, please contact us today. Our experienced consultants will walk you through a strategic, step-by-step approach to achieving your ideal transition.
You can send us a contact form and we will ensure that the right person from our team reaches out to you. Or you can click on our live chat option (bottom right-hand corner) to speak with someone during normal business hours.