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Legacy Choice
Legacy Choice
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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.

Align Your Practice

Achieve Measurable Results

5 Key Areas Essential to Practice Development 

Every successful advisory practice is built on five key pillars: Vision, People, Operations, Growth, and Legacy. The stronger each pillar, the more seamlessly your practice will operate—and the closer you’ll be to realizing its full potential.

 
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Our services are designed specifically for you.

Our comprehensive practice management solutions are designed to strengthen the areas of your business that matter most—driving measurable progress toward your biggest goals. Acting as your trusted advisor and partner, we’re by your side at every stage of growth, providing the support you need as you move along the Advisor Curve.

Everything we do is anchored in our mission: to help you build, live, and leave your advisor legacy with confidence and purpose.

 

 

 
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Are We Right For You?

Our coaching services are for financial advisors who:

🔸Deliver Investment Management and Financial Planning

🔸Want to grow revenue and business equity

🔸Are open minded and coachable

🔸Are optimistic and fun to work with

🔸Desire follow through and accountability

Multiple Options To Choose From
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Executive Coaching

Bi-weekly sessions with an executive coach on topics critical to the advisor and their practice, plus exclusive resources and industry insights.

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Operations Coaching

Customized engagement to teach your team how to identify and develop systems, process, and habits that drive results.

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Advisor Growth Coaching

Monthly sessions focused on building a young advisors skills in client acquisition, client service, leadership/management, and driving organic growth.

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Support Team Coaching

Monthly coaching to build collaboration and personal management skills, drive accountability to key metrics, plus support for their leader.

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Not Sure What You Need?
Take Our Quick Practice Assessment. 
Take Assessment

What Our Clients Are Saying
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"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