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Deal Support Premium

Our team supporting your team in every facet of the deal.

Whether you're pursuing a major acquisition, transitioning ownership to a junior partner, or facilitating the sale of a multi-advisor firm, Deal Support Premium provides hands-on expertise to guide every aspect of your transaction. We don’t just manage complexity — we shape it to your advantage.

Our team acts as your strategic negotiator, working directly with buyers, sellers, and stakeholders to align interests, bridge gaps, and enhance deal terms. Through smart structuring and open communication, we help you navigate potential roadblocks and maximize value for all parties — ensuring your transaction progresses smoothly and successfully
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What We Do

Business Valuation

Our award-winning valuation that arrives at a calculation of value and provides a certified deliverable needed for financing.

M&A Consulting

Four to six meetings with an M&A coach, supported with email communications to negotiate and arrive at deal terms. A Term Sheet is then created on which the buyer and seller will sign off. 

Transition Consulting

One meeting with an Executive Coach to discuss transition planning considerations.

Legal Agreements

The Term Sheet is then provided to an attorney to complete the formal Asset Purchase agreements. 

Tailored Expertise for High-Value or Complex Practice Transitions (recommended for sales over $3m)

Selling or acquiring a financial practice is never a cookie-cutter endeavor. When your deal involves nuanced elements—such as multi-partner transitions, customized equity arrangements, creative payment structures, or retention strategies tailored to key personnel—you need more than a standard approach. Our bespoke advisory service is built around the intricacies of your unique transaction, empowering you to structure the deal with precision, clarity, and confidence.
Select an option below:

What's Included in
Deal Support Premium

Each engagement is customized to the needs of the transaction and executed by a dedicated team of experts, including:

  • M&A Professionals with experience in over 300 successful transactions
  • Executive Coaches for transition planning and leadership continuity
  • Legal Advisors specializing in financial services agreements
  • Deal Operations Managers handling logistics, coordination, and timelines
  • Closing & Funding Oversight to ensure seamless execution
  • Award-Winning Practice Valuation services
  • Earnings & Cash Flow Modeling to validate financial viability

$5,995 + 1% of sales price

For clients selling their practice who request our support in vetting multiple buyer candidates, a success fee of 3% will apply. This fee reflects the added value and diligence of our bespoke evaluation process, designed to help you identify the right match with confidence and discretion.

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Who It's For

 

Deal Support Premium is ideal for buyers or sellers engaged in enterprise-level transactions valued at $3 million or more. Deal Support Premium is designed for those seeking a white-glove, high-touch experience to ensure every aspect of the deal is managed professionally and strategically.

 

$5,995 + 1% of sales price

 

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How It Works

We take a hands-on, customized approach that covers the full transaction lifecycle:

  1. Valuation Intake– We collect the necessary data to perform a detailed valuation of the practice being purchased/sold

  2. Valuation Review – The Coach delivers the valuation results and recommendations during a 45-minute call 

  3. Deal Intake – We collect the core data on the acquisition/practice sale and progress to date for the deal

  4. Negotiations and Deal Terms – We facilitate discussions between buyers, sellers, and key team members to develop the term sheet

  5. Legal Agreements – The attorney takes the term sheet and develops all necessary legal agreements for the transaction

  6. Transition - The M&A Coach works with you to plan and manage the close and transition of the deal

*An initial payment of $5,995 is made at the time of purchase. The initial payment is non-refundable once the service has commenced. A success fee of 1% of the sale price is due at the closing of the deal and paid directly out of the buyer’s funding. No success fee is due if the sale does not close.

The fee for service is based on one purchasing advisor. There is a fee of $1,500 per additional purchasing advisor to cover the preparation of their legal documents.

$5,995 + 1% of sales price

 

Buy Now

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Not Sure Which Option Is Best?

Our quick comparison chart shows you exactly what’s included in each option.
Deal Support Deal Support Premium NextGen Deal Support
Item
Valuation
M&A Consulting
Negotiating N/A
Legal Support
Earnings Model for Buyer
Transition Coaching
Number of Meetings
1 meeting with M&A expert
4 M&A expert meetings & 1 Transition coaching meeting
4 M&A expert meetings & 2 Transition coaching meetings
$5,995
$5,995 + 1% of Sales Price
$12,995

Why Advisors Choose Our Deal Support

We focus on the details that matter most at the final stage of your transaction — helping you close smoothly and confidently.

Advisor-Specific Expertise

We understand the nuances of advisory practice deals, from equity splits to client transitions, and tailor our guidance to fit the realities of your business.

Practical, Compliance-Aware Guidance

Our team helps structure deals that meet regulatory requirements while staying aligned with your firm’s goals — no legal jargon, just smart, clear direction.

Collaborative, Responsive Support

We coordinate with both parties to ensure timely communication, aligned expectations, and a smooth process from negotiations to closing day.

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

Our Promise To You

We will provide you with what you need when you need it. No over-sized packages, long-term commitments, or services you don’t want.
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Have Questions?

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

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