Skip to the main content.
Legacy Choice
Legacy Choice
Facebook Instagram Linkedin YouTube

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.

Protect Your Practice with a Continuity Plan

Live Webinar 03/05/2026 at 1:00 EST

It is estimated that 70% of financial advisors don't have a formal continuity plan to protect the value of their practice in the event of death or disability. Yet, the value of their practice is likely one of their largest assets.

In this webinar you will learn:

  • The risks of not having any protection.

  • Why clients want to know you have a plan.

  • How a continuity plan provides a smooth transition for your team and clients.

  • How we can help you put together a formal continuity plan.


    A live Q&A will follow. Those who register will receive a recording of the webinar and resources following the event.

Sign Up for Our Live Webinar
Tony W.
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.
Todd Circle White
Todd Doherty, Vice President

Todd Doherty serves as Vice President for Advisor Legacy, where he helps advisors navigate the entire M&A process from start to finish. With over 15 years of senior leadership experience in financial advisor firms, Doherty knows first-hand what it takes to grow a successful practice. His specialties include growing practice value, succession and acquisition strategy and planning, business valuation analysis, and operations. Doherty works closely with his team to help advisors make smart decisions and successfully execute practice sales and acquisitions.