Your practice is one of your most valuable assets.
Understanding what drives its worth is essential to making smarter business decisions and building lasting equity.
One of the biggest mistakes advisors make is waiting until a sale is imminent to get a valuation—leaving no time to improve outcomes. Our award-winning valuation services change that. With detailed insights and personalized coaching, we’ve helped hundreds of advisors become more strategic with their time, optimize business investments, and maximize their future value.
Different Valuation Options To Fit Your Needs
We begin with a discovery call to understand your needs and design a tailored solution to achieve your goals. Potential solutions may include:
"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
Our Promise To You
We will provide you with what you need when you need it. No over-sized packages, long-term commitments, or services you don’t want.
Have Questions?
Book a call with one of our team members. They can walk you through our process and the components of each service.
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