Understanding what drives your practice value is critical to making smart business decisions - and building equity.
One of the biggest mistakes advisors make is waiting until they’re facing a sale to conduct a valuation – leaving no time to impact the value. The detailed insights and coaching included with our award-winning valuation services have helped hundreds of financial advisors become more strategic about their time, business investments, and their future.
Different Valuation Options To Fit Your Needs
We start with a discovery call to identify your needs, and craft a solution to help you meet your goals. Solutions can include:
Business Valuation
Our most popular valuation service for financial advisory practices that generate 70% or more of their revenue from AUM based fees.
"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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