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Advisor Legacy
Business Valuation Services for Lenders  

Partnering with Lenders to Confidently Underwrite Advisory Practice Transactions.
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Lender-Ready Valuations Backed by Industry Expertise

Advisor Legacy specializes in business valuation for financial advisory practices, offering lenders the clarity, credibility, and compliance they need to support advisory practice transactions. With decades of experience in the wealth management industry, we deliver lender-ready valuations that reflect the unique dynamics of RIAs, IARs, broker-dealers, and hybrid firms. 
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Why Lenders Choose Advisor Legacy
Industry-Specific Expertise

We understand the complexities of advisory firms. Our valuation methodology is tailored to the financial services space, addressing unique factors like recurring revenue models, client demographics, and regulatory concerns.

Lender-Ready Reporting

Our reports are structured to meet the documentation and interpretive standards required in commercial and SBA lending environments. Easy-to-read and thoroughly justified, they’re designed to expedite underwriting decisions.

Risk Analysis Beyond Valuation

We assess advisor succession, client retention risk, and business continuity to provide a holistic view of repayment risk—helping lenders move forward with confidence.

Fast Turnarounds and Dedicated Support

We work quickly and communicate clearly. Our valuation team is accessible for questions, customization, and credit committee presentations.

Lending Use Cases
We Support

🔸Advisory Practice Acquisition Loans (internal or third-party)

🔸Partner/Equity Buy-In Loans

🔸Succession Financing

🔸Seller Note Refinancing

🔸RIA Roll-Up or M&A Funding

For Bank Underwriters

For bank underwriters who are ordering a financial advisory business valuation or CPA valuation for their clients, we offer discounted pricing and special data collection processes. Please use the links below.

Advisor Valuation
CPA Valuation

A Trusted Partner for
Practice Lending

Advisor Legacy is more than a valuation provider—we’re a strategic ally for lenders navigating the financial advisor space. We deliver valuation reports that are as practical as they are precise.
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Helping advisors build, live, and leave a legacy