Skip to the main content.
Legacy Choice
Legacy Choice
Facebook Instagram Linkedin YouTube

Business Valuations

Comprehensive, data-driven valuations and comparative equity analyses to accurately price your practice, establish market benchmarks, and support informed decision-making.

Deal Support & Practice Sales

Comprehensive M&A guidance encompassing deal structuring, negotiation strategies, market listings, and transaction closings.

Practice Management & Assessments

Comprehensive systems, targeted coaching, and in-depth assessments designed to optimize operational efficiency and enhance advisory team effectiveness.

Continuity, Legal, Lending

Strengthen continuity through the implementation of formal continuity agreements, the establishment of legal entities, execution of enforceable legal contracts, and securing appropriate capital resources.

Turning Acquired Clients into Advocates

Live Webinar June 11, 2026 at 01:00 PM EST

Referrals remain the most powerful—and underutilized—growth channel post-acquisition. This session explores how to cultivate trust, loyalty, and advocacy among newly acquired clients. Advisors will learn how to communicate their expanded value proposition, identify referral opportunities, and build systematic outreach programs. Attendees will leave with actionable scripts, strategies, and timelines to turn integration success into sustained, organic growth.

A live Q&A will follow. Those who register will receive a recording of the webinar and resources following the event.

Sign Up for Our Live Webinar