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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.

Know Exactly What Your Practice Is Worth

And Protect Your Future

 

PracticeProtect Plus is our streamlined continuity planning service for advisors who want both a clear understanding of their practice’s value and the protection of a formal agreement. Choose from a Continuity Agreement, Buy-Sell Agreement, or Guardian Agreement—tailored to safeguard your business and your legacy.
practice protect plus

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

Why Choose Us?

We make it easy.
No complex data gathering process or endless forms to fill out.

We have the experience.
We've helped hundreds of advisors on various platforms protect their practice. 

We give you more for less.
Our streamlined process gives you all the support you need at a much lower cost than hiring an attorney on your own. 

Get Started Now!

For Just $2,995

With this service, you’ll receive our award-winning Business Valuation, complete with a detailed report on your practice’s value, plus your choice of a Continuity Plan, Buy-Sell Agreement, or Guardian Agreement drafted by an experienced attorney.

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

 

Buy Now

How It Works

The valuation report is completed in 10-15 days or less, followed by our attorney scheduling time with you to discuss and complete your agreement.
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 you, followed by an intake form to collect information for your agreement. The form will collect the basic information required for your agreement, as well as any terms and structure that have been established with your continuity partner.
Meet Coach

Our Valuation Coach will schedule 60-minutes with you to review the valuation report and your intake form.
Plan Completed

Using your valuation report and intake form, our attorney will work with you to complete your agreement. You, your heirs, your staff, and your clients will rest easy knowing that they are taken care of.

Three Agreement Options

Our service allows the advisor to select one option from a selection of three types of agreements.
Continuity

For when the advisor has a continuity partner who will purchase the practice in a triggering event of death or disability. 


 
Buy/Sell

For when the advisor has a continuity partner who will purchase the practice in a triggering event of death or disability. The continuity partner will be given rights of first refusal, first offer, or the binding requirement to sell.
Guardian Plan

For when the advisor has a continuity partner who will act as the Guardian* of the practice while it is being sold by a third party. The Guardian may also have the right of first offer or refusal.

*Guardians are required to be on the same platform as the seller. The advisor should coordinate the guardianship details with their Broker Dealer or Custodian prior to purchase.

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