Support you need to complete a successful transition with confidence
A Legacy for Sellers
Your practice is not just an asset – it is collection of personal relationships built up over years of hard work. It is your legacy. Entrusting all of this to someone new can be overwhelming. We walk you through the entire process – covering the emotional, financial, and logistical aspects of this once-in-a-lifetime transaction. You will know that your legacy lies in the right hands.
For those looking to expand through acquisition, our buyer program offers unparalleled opportunities to purchase high-quality practices. Our due diligence process ensures that you are making a solid investment in a client base that will integrate well with your own practice. We want you to have a regret-free acquisition that helps you achieve your goals.
Advisor Legacy provides a full-service platform to match buyers and sellers together. Our highest priority is the long-term success of the transaction; therefore, much attention is placed on both parties’ long-term goals, personalities, and service models. We facilitate the entire process from initial introduction, through the negotiation process, to the final transition – ensuring both parties achieve their goals along the way.
Our Advisor Legacy Sales Process
Become A Registered Buyer
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
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
The Grocery Store test is our test for excellence. We want you to envision running into one of your clients unexpectedly at the grocery store several months after you have transitioned your practice.
Will your client be happy to see you? Will they be pleased with how things turned out? Will they be happy with the new advisor?
If the answers are “Yes” – then we have done our job right.
What Our Clients Are Saying
"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."
"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.
