Creating A Path To Ownership - Advisor Legacy

Creating A Path To OwnershipShennandoah Connor2023-06-13T11:08:38+00:00

A Roadmap For Internal Successions

Internal successions are some of the most successful transactions, leading to higher client retention and better outcomes for both buyer and seller.

In this guide, Advisor Legacy partners with PPC LOAN to provide both founding advisors and their nextgen advisor with the tools they need to prepare for an internal succession. From developing skills to become a practice leader, to understanding deal structures and financing, this guide covers it all. Download your copy now.

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Turnkey Deal Support For Internal Successions

Our Turnkey Nextgen Deal Support service lets you design a succession with a trusted internal advisor. We provide you with the flexibility to sell in tranches or through a single transaction and support for ensuring a quality transition.

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