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Legacy Choice
Legacy Choice
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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.

LegacyChoice

Sell Your Financial Advisory Practice

Secure Your Legacy
with Confidence

 

Selling your financial advisory practice is one of the most meaningful decisions you’ll ever make—representing years of dedication, trusted client relationships, and hard-earned success. With LegacyChoice, you gain a partner who understands both the personal and professional weight of this transition.

Our team at Advisor Legacy provides the clarity, structure, and peace of mind you need throughout the entire process. With deep expertise in financial practice sales, we work closely with you to identify the right buyer, structure a deal that reflects your true value, and ensure a seamless transition for your clients and team.

With LegacyChoice, you can exit on your terms—confident in the future of your practice and proud of the legacy you’ve built.

 

Maximizing the Value of
Your Practice Transition

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Why Choose Advisor Legacy

 From ensuring a confidential and respectful process to matching you with a buyer who aligns with your client philosophy, our goal is to make your exit smooth and rewarding. We provide expert support through every step of the journey, including valuation, deal structuring, and client transition, while offering flexibility to accommodate your ideal timeline and comfort level.

Our 5-Step Sales Process

For sellers, we handle all aspects of this process – including account set up, practice listing, candidate interviews, deal negotiations, and final transition.

01

Valuation Completed

We assess your practice’s market value to prepare it for listing and buyer review.

02

Practice Listed

Your practice is published on our marketplace for qualified buyers to view.

03

Interest Expressed

Buyers express interest, and we begin evaluating potential fits based on your goals.

04

Bidding Begins

Eligible buyers place initial bids, allowing you to compare offers and terms.

05

Finalist Interviewed

Top candidates are selected for interviews to determine the best match for your practice.

Practice Valuation Services

The first step to a successful sale is knowing what your practice is worth. Our valuation services are designed to be clear, comprehensive, and tailored to your unique business profile.

We evaluate your assets, revenue, client base, and growth potential to help you make informed decisions.

Transition Planning

A smooth client transition builds trust and preserves value. We’ll help you communicate your exit clearly, support your staff during the change, and create a detailed transition plan to ensure clients feel cared for.

Whether you’re planning a gradual exit or an immediate transition, we guide you every step of the way.

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

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
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Helping advisors build, live, and leave a legacy