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Legacy Choice
Legacy Choice
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Business Valuations

Comprehensive, data-driven valuations and comparative equity analyses to accurately price your practice, establish market benchmarks, and support informed decision-making.

Deal Support & Practice Sales

Comprehensive M&A guidance encompassing deal structuring, negotiation strategies, market listings, and transaction closings.

Practice Management & Assessments

Comprehensive systems, targeted coaching, and in-depth assessments designed to optimize operational efficiency and enhance advisory team effectiveness.

Continuity, Legal, Lending

Strengthen continuity through the implementation of formal continuity agreements, the establishment of legal entities, execution of enforceable legal contracts, and securing appropriate capital resources.

Practice Sale Multiples

Separating Fact from Fiction  

The explosion of interest in acquisitions over the past several years has generated tremendous growth - and speculation. Claims of multiples as high as 5x have led to a significant disconnect from what are realistic expectations for practice valuation and monetization. In this webinar we will separate fact from fiction around multiples including:

  • What led to these assumptions of high multiples
  • How to root practice value in concrete data that supports M&A deals and financing
  • What are realistic multiples and what factors determine what multiples a practice can receive
  • Where the market is heading and how that will influence monetization in the future

 

Submit the form to watch Webinar
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Tony Whitbeck, CEO

Anthony “Tony” Whitbeck, CFP, CLU, serves as the CEO of Advisor Legacy and as an M&A Coach guiding advisors through the process of buying or selling a practice. A 30+ year veteran of the industry, Tony’s experience, industry knowledge, connections with broker dealers, and track record for successful deals make him a powerhouse ally for financial advisors. Tony is especially adept at deal negotiation and structuring, navigating complex transitions, as well as helping advisors define and craft a compelling vision for their succession.
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Travis Liedke, Legacy Solutions Sales Coach

Travis works with our valuations team to gather, analyze, and deliver valuation results to advisors. With over 8 years of experience in the financial advisory industry, Travis understands the needs of advisors and expertly guides them on what they can do to improve practice value.