Business Valuation Plus is a streamlined solution designed for annuity- and insurance-based practices transitioning into asset management. Using our proprietary Earnings-Based Approach, we provide precise valuations that capture the true revenue potential across all lines of your business.
This service is ideal for practices where more than 30% of revenue comes from transactional annuity and/or insurance sales, and that also manage AUM. It is specifically built for hybrid practices—those combining AUM with insurance or annuity revenue—and is not intended for firms solely focused on annuities or insurance.
“My experience going through your evaluation process versus the other company was night and day. This is also true for format and clarity of the deliverable. I can’t believe the differences in the amount of my time required and the level of my frustration between the two processes.”
Randy Kreinbrink Private Wealth Advisor at Kreinbrink, Gnandt & Associates
Why Choose Us?
Easy Process – No complicated data gathering or endless forms—just a simple, advisor-friendly experience.
Fast Turnaround – Receive your comprehensive valuation report in two weeks or less.
Exceptional Value – For only $1,595, our Business Valuation Plus service delivers a detailed report, actionable recommendations to increase value, and a personalized coaching call—insights competitors often charge much more for.
Disclaimers: Discounted pricing available for advisors of partner firms
Valuation Plus is designed for practices earning 30% or more of their revenue from annuity and insurance products, while also generating income from assets under management (AUM). Practices focused exclusively on annuity and/or insurance products require a specialized valuation solution tailored to their unique business model(see Specialty Valuations).
How It Works
From start to finish, your report is typically completed within 10–15 days, with our experts available to support you at every step.
Purchase Online
Once you purchase the service you’ll immediately receive a link to the data collection process.
Submit Data
Our data collection process is straight-forward and easy. We provide step-by-step instructions.
Schedule Review
One of our relationship managers will contact you to schedule your personalized valuation review meeting.
Meet With Expert
You get a 45-minute 1:1 meeting to discuss your practice in depth and review the variables impacting its value.
Gain Insights
Your detailed valuations report arms you with insights to help you make decisions about your practice!
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.
