Practice Sales for Buyers

Unlock New Growth Opportunities

Acquiring a financial advisory practice is a strategic move that can significantly enhance your business, broaden your client base, and position you as a leader in the industry. At Advisor Legacy, we are dedicated to simplifying this transformative journey for you. With our extensive experience in facilitating financial practice transitions, we are committed to guiding you in identifying the perfect opportunity. Our goal is to ensure you proceed with clarity and confidence, empowering you to make informed decisions that align with your long-term business objectives. Let us be your trusted partner in navigating the complexities of practice acquisition, so you can focus on achieving sustainable growth and success.

Simplifying Your Path to
Practice Acquisition

Why Buy With Advisor Legacy

Partnering with us gives you access to a network of sellers ready to transition. We provide comprehensive support, from finding opportunities that match your goals to assisting with valuation, deal structuring, and client transition. Whether you're new to acquisitions or expanding your portfolio, we offer the necessary tools and insights for success.

Our Proven Buying Process

Those looking for acquisition opportunities have the ability to set up their own accounts, review the practices for sale, and upgrade to Elite Buyer Status once they find a practice that they are interested in purchasing. We begin working with prospective buyers after they have been identified by the seller as possible candidates.

01

Register Account

Create your profile to access available practices and receive updates on new listings.

02

View Practices

Browse active listings and explore key details about each opportunity.

03

Express Interest

Let us know which practices you’re interested in pursuing further.

04

Place Your Initial Bid

Submit your offer to begin the review and selection process.

05

Buyer Selected

If chosen by the seller, you’ll move forward to interviews and next-step discussions.

Are You Prepared?

Before moving forward, it’s important to evaluate your readiness.

You may be ready if:

You have the financial resources to fund the purchase
You’re comfortable managing a larger client base
You’re prepared to lead a team or handle solo operations
You have a long-term vision for growth

If you’re unsure, we can help you assess and prepare.

Take Assessment

Essential Membership

Free

With the Essential Membership you will receive:

Notification of New Practice Sales
Ability to See Practice Details
Ability to Express Interest
Access to Webinars, Articles & White Papers

You can upgrade to an Elite Member at anytime.

Elite Membership

$19/month

As an Elite Member you receive everything in Essential plus:

Ability to Publish an Elite Buyer Profile
Ability to Bid on Practices
Eligible for Interview Process
Ability to Buy a Practice
Monthly Peer-to-Peer to Group Coaching
$200 Discount on Business Valuations
$300 Discount on Continuity Plans

"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

"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

"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

"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

"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.

Buy a Financial Advisory Practice with Confidence

Unlock New Growth Opportunities

Simplifying Your Path to
Practice Acquisition

Why Buy With Advisor Legacy

Our Proven Buying Process