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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.

Protect Your Practice with a Continuity Plan

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.

Submit the form to watch Webinar