This is equally true when the founding generation decides to retire, and the next generation is left to face the realities of running a practice. For some, that reality isn’t the best fit for their career goals and strengths. Such was the case for Joseph Darpel III, a Raymond James advisor who quickly realized that, although he loved serving his clients, the role of practice owner wasn’t the way for him to do it. Little did he know, a win-win solution was close at hand. Read the full story by requesting your download now.

Advisor Legacy provides a full-service platform to match buyers and sellers together. Our highest priority is the long-term success of the transaction. We facilitate the entire process – ensuring both parties achieve their goals along the way.