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.

Business Valuations

Select Business Valuation or Business Valuation Plus for the broker dealer you work with. Our quick checkout process allows you to get started right away!

Sample Business Valuation

Click the button below to browse through what is included in our report. An M&A Expert will go through your individualized valuation, explaining where the numbers came from and how key variables can impact the value of your practice.

View Sample
Valuations-Preview-400x505

What Our Clients Have To Say
Not only is there pricing fair, but they are in my opinion, the superior and best option when it comes to the other resources/companies we have to choose from. Their professionalism and responsiveness is world class.
Ivy Peterson
Gold Coast Wealth Advisors
An Advisor Legacy valuation gives you a great overall summary of the practice, shows you where you need to focus, and if there is an area you are weak in, they are going to be quick to point it out.
David McKinley
President, McKinley Carter