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

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.

Lending Support

Before you enter a deal, explore all of your possibilities with bank financing.

Learn About
Bank Financing

Many transactions are structured with buyer or seller financing, which can sometimes put the two parties at odds. Bank financing offers an alternative that provides greater security for the seller and expanded options for the buyer. We partner with banks that specialize in financing financial advisory practice sales, and in many cases, pre-qualification can strengthen a buyer’s position when pursuing an acquisition.

Benefit From Our Experience

Not sure where to begin? We’ll help you identify the right banks and loan options for your unique situation. A quick 30-minute call is all it takes to explore the lending process and clarify your financing needs.

Book A Call

Learn About Your Options

Pages-from-Financing-an-Acquisition-with-loan_sm-400x518

Buyers who come prepared with financing hold a competitive advantage compared to those who don’t. In this free white paper, we speak to industry lenders to learn about what options are available and what advisors need to know to prepare for the loan process.

Download

Our Lending Partners

Lenders Who Understand Your Business

We’ve established strong relationships with lenders who specialize in serving financial advisors and understand the unique structure of advisory practices. Each partner in our network is carefully chosen for their industry expertise, advisor-first mindset, and ability to support a wide range of transaction types.
liveoakbank600x400-200x133

Live Oak Bank’s mission is to create an unprecedented banking experience for small business owners nationwide, through service and technology.

oakstreetfunding600x400-200x133

Oak Street Funding partners with insurance businesses, registered investment advisors (RIAs), certified public accountants (CPAs) and more.

ppcloan600x400-200x133

PPC Loan has earned its reputation by consistently providing the highest level of personalized service and the most attractive loan terms available in your industry.

Find Out How Our Partners Can Help You

We help match you with a lending partner based on your goals, credit profile, deal structure, and timeline.
Get Matched With a Lender

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
59ffe97e222d86edb2b21fee27fa9389

Helping advisors build, live, and leave a legacy