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

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.

NextGen Deal Support

Seamless Internal Successions for the Next Generation of Advisors

Internal succession is one of the most effective pathways to ensure the long-term success of a financial advisory practice. Unlike traditional M&A deals, internal transitions—where a founding advisor passes the business to a junior partner or rising team member—offer unique advantages: stronger cultural continuity, greater client trust and retention, and smoother operational handoffs.


At Advisor Legacy, we specialize in navigating these deeply personal and often complex transitions. Our NextGen Deal-Making Service is designed specifically for internal successions, recognizing that these aren’t just financial transactions—they’re legacies in motion.


We provide end-to-end support: from crafting deal structures that balance fairness with sustainability, to coaching both parties on leadership development, communication strategies, and client engagement. Our proven approach creates confidence for founding advisors ready to step back and for the next generation of leaders stepping forward.


Whether you’re years away from retirement or just starting to plan your next chapter, we’ll help you design a transition that protects your legacy and sets the stage for lasting success.
Advisor Legacy Web

What We Do

Practice Valuation

Our award-winning practice valuation is used both as a basis for negotiating a deal and for securing bank financing.

M&A Consulting

Support with one of our M&A coaches to help the advisor and their successor develop a term sheet and review the deal earnings model. Includes four meetings with the M&A expert, supported by email communications.

Transition Consulting

Two meetings with an Executive Coach to discuss client transition planning, and the
NextGen advisors transition to ownership. Assessing needs for ongoing coaching provides a path to success for the NextGen advisor. 

Legal Agreements

Once the term sheet is developed, an attorney will create the formal Asset Purchase agreements.

Built for advisors looking to leave a true legacy

NextGen transactions create a powerful opportunity: the chance to build a legacy firm that thrives long after the founding advisor steps away. By transitioning to a trusted internal successor, advisors preserve the values and culture that fueled their success—while establishing a strong foundation to support clients, staff, and future generations with consistency and care.


These transitions go beyond continuity; they are about shaping a vibrant future firmly rooted in a respected past.
Select an option below:

What’s Included in NextGen Deal Support

This support package provides NextGen advisors and practice owners with the structure, tools, and coaching they need to move confidently through an internal transition. 

Included Services:

  • Our award-winning practice valuation

  • Deal terms and structure coaching

  • A buyer’s earnings model to confirm appropriate cash flow

  • Timeline and milestone planning

  • Coaching for junior advisors on business ownership

  • Assistance with transition communications and planning

  • Legal agreements completed by an attorney

$12,995

 

  Buy Now

Advisor Legacy Web images (5)

Who It's For

NextGen Deal Support is ideal for:

  • Junior advisors preparing to buy into or take over a practice

  • Practice owners transitioning to a successor within their team

  • Multi-partner firms planning gradual ownership changes

  • Firms seeking to retain talent through equity opportunities

Whether you’re preparing for retirement or building a future leader within your firm, this package helps make the process seamless, strategic, and client-focused.

$12,995  Buy Now

Advisor Legacy Web images (4)

How It Works

  1. Introductory Call – We assess where both parties stand and align expectations around the purchase of the initial tranche

  2. Deal Structuring Support – We model equity options, earnings models, and timelines

  3. Develop documents – Our team finalizes the term sheet and works with the attorney to prepare the final legal documents

  4. Transition Planning – We provide both the founder and their successor with coaching and support through the transition process.

$12,995  Buy Now

Advisor Legacy Web images (3)

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
Other
For transactions involving multiple buyers, an additional fee of $1,500 will be charged for each additional agreement. For transactions structured as a Stock Sale or Purchase, an additional fee of $2,995 applies.
For transactions involving multiple buyers, an additional fee of $1,500 will be charged for each additional agreement. For transactions structured as a Stock Sale or Purchase, an additional fee of $2,995 applies.
For transactions involving multiple NextGen buyers, an additional fee of $1,500 will be charged for each additional agreement. For transactions structured as a Stock Sale or Purchase, an additional fee of $2,995 applies.

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.
AdobeStock_970101515
AdobeStock_993386540
Diverse corporate executives meeting-May-05-2025-07-56-36-2227-PM

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
59ffe97e222d86edb2b21fee27fa9389

Helping advisors build, live, and leave a legacy