Creating A Path To Ownership - Advisor Legacy - Page 2

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.

More Articles and Resources

The Growing Appeal of Sell and Stay Deals

The advisor M&A scene has changed dramatically over the last five years. This change has emerged in tandem with a shift from a concentration in the traditional solo advisor/lifestyle [...]

Top Three Reasons Advisors Sell Their Practice

Over the last five years, the demand for practice acquisitions has skyrocketed. This increase in demand is fueled by greater access to capital, a growing number of educational and [...]

Team Spotlight: John Sullivan – M&A Coach

This blog post is part of a series highlighting Advisor Legacy team members. As M&A Coach, John Sullivan brings over 4 decades of experience in the financial advisory industry [...]

Team Spotlight: Todd Doherty – Managing Director, Acquisition and Legacy Planning

This blog post is part of a series highlighting Advisor Legacy team members. As Managing Director of our Acquisition and Legacy Planning services, Todd Doherty melds his background as [...]

Don’t Keep Staff In The Dark About Your Succession Plans

Recently we talked about how important it is to communicate succession plans to clients before and during your actual transition. So often, advisors overlook the importance of communicating their [...]

Team Spotlight: Vicki Walton – Operations Manager, Acquisition and Legacy Planning

This blog post is part of a series highlighting Advisor Legacy team members. Any business is only as good as its ability to deliver on its promises. Vicki Walton [...]

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