Business Valuation Plus is a streamlined solution tailored for annuity and insurance-based practices evolving into asset management. Leveraging our proprietary Earnings-Based Approach, we deliver precise valuations that align with the revenue potential across every service line in your business.
Valuation Plus is ideal for practices where over 30% of revenue stems from transactional sales of annuities and/or insurance. It is specifically designed for practices that combine AUM with annuity and/or insurance business and is not intended for practices 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?
We make it easy. No complex data gathering process or endless forms to fill out.
We do it fast. Our streamlined process ensures you get your report in two weeks or less!*
We give your more for less. Our Business Valuation Plus service retails for just $1,595 and includes a detailed report, recommendations to improve value, and coaching call.
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 the process typically takes 10-15 days to generate your report. Our experts our available every step of the way.
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.
