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Legacy Choice
Legacy Choice
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Valuations &
Equity

Objective valuations and equity insights to price, benchmark, and guide decisions.

M&A: Deal Support & Practice Sales

Hands-on M&A support from structure to negotiations, listings, and closings.

Practice Management & Coaching

Systems, coaching, and assessments to streamline operations and grow team performance.

Continuity, Legal & Business Services

Protect continuity, formalize entities, access lending resources, and membership benefits.

Robust Continuity Solution

For Ameriprise Advisors

 

PracticeProtect Guardian is designed exclusively for Ameriprise Financial advisors without a designated successor. In the event of death, illness, or disability, the Guardian Plan ensures your practice continues to operate until a qualified successor is identified and the business is transitioned.


By putting a Guardian Plan in place, you protect your equity interests for your heirs or estate executor—while giving your staff and clients the assurance of a capable advisor ready to serve them.
Guardian

"I had no idea continuity planning could be so painless. I sleep better knowing my loved ones are protected no matter what."

Your Guardian Team


Guardian Practice

CornerStone Financial Group serves as the franchisee immediately following the triggering event. They step in to service and support clients and existing staff, and provide logistical support to surviving heirs while Advisor Legacy handles the sale and transition of your practice.. 


Practice Sale & Transition

Advisor Legacy provides practice sale and transition support to the surviving heirs and staff, including securing an up-to-date valuation, vetting buyers, formalizing agreements, and assisting with the transition.

 

Get Started Now!

For Just $1,495

You’ll receive our award-winning Business Valuation, complete with a detailed report on your practice’s value, plus a Guardian Plan crafted by an experienced attorney.


Most importantly, you gain the peace of mind that both your practice and your family are protected.

 

Buy Now

How It Works

From start to finish the process typically takes 10-15 days to generate your report. Our experts our available every step of the way.
Purchase

Upon purchase you’ll immediately receive a link with instructions to begin the data collection process for your valuation. A Relationship Manager is on hand to guide you through the process. 
Submit Data

Advisor uploads required data using our simple data collection form. Our team then validates the data and develops your valuation report. 
Valuation Delivered

The valuation report is delivered to your team. You then receive a link to complete the deal intake form.
Meet Coach

The advisor and any key team members meet with their coach for a 45-minute review of the valuation results. 
Plan Delivered

The Guardian Plan legal documents is delivered to the advisor via DocuSign for signatures.

Don't Wait Till Its Too Late

Get started protecting your practice today!

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What Our Clients Are Saying
Larson

"Advisor Legacy analyzed our client base, our investment practice and our individual strengths and weaknesses and provided a disciplined methodology for client management. Their tracking tools have led to consistent growth in both our client base and assets under management."

Marjorie Larson, CFP®
Certified Consulting Services, RIA

Huggins

"Advisor Legacy has done for us what we do for our clients every day. We believe that balanced planning leads to balanced living, and we focus our company’s efforts on helping our clients in this way. Now that we are working with Advisor Legacy, my team and I can enjoy a better quality of life too."

Andy Huggins, CFP®
Private Wealth Advisor

Brian Britt

"I don’t know where I’d be without Advisor Legacy. They’ve been a part of pivotal moments in my practice. I’m also more productive, more efficient, and not running myself ragged. They’ve just been vital to the success of my practice."

Brian Britt CFP®
Private Wealth Advisor

Craig Donowho

"It has been comforting and empowering working with Advisor Legacy. They don’t just step in with solutions first. They lead, teach, coach and encourage us to solve the problems ourselves."

Craig Donowho CFP®
Private Wealth Advisor

Terri Fischer

"We had an IDPA done for our practice and followed it up with ongoing practice management coaching. Advisor Legacy provided us with a detailed report and an action plan for making improvements. Advisor Legacy is truly a full-service company, and we know that they can help us with all aspects of practice management and growth opportunities."

Terri Fischer
Office Manager

Have Questions?

Book a call with one of our team members. They can walk your through our process and the components of each service.

Book A Call
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Helping advisors build, live, and leave a legacy