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.

Advisor Legacy Webinars

Webinars to Help You Grow, Transition, and Succeed

Business Valuations for Financial Advisors

📅 October 16, 2025 at 1:00 PM

Your financial advisory practice is likely your largest asset. Understanding what influences practice value and what you can do to manage, grow, and protect you value is critical to ensuring your financial future.

Register Now

Doing Deals

📅 October 22, 2025 at 1:00 PM

In this webinar we will introduce prospective buyers and sellers to essential elements of doing a deal.

Register Now

Sell and Stay

📅 October 23, 2025 at 1:00 PM

Nearly half of advisors will retire over the next 5+ years – which will saturate the market and drive down prices. Advisors can cash in on their equity ahead of this trend – without having to retire from the work they love to do.

Register Now

Protect Your Practice with a Continuity Plan

📅 October 2, 2025 at 1:00 PM

It is estimated that 70% of financial advisors don't have a formal continuity plan to protect the value of their practice in the event of death or disability. Yet, the value of their practice is likely one of their largest assets.

Watch Recording

Capacity killers

📅 September 25, 2025 at 1:00 PM

During this session, you'll gain tips to creating a work week that you can get excited about. We will share strategies that we provide to our practices that allow them more time for profitable activities and mitigate the impact of distractions in your day. There will be a Q&A session following the presentation.

Watch Recording

Practice Sale Multiples

📅 September 18, 2025 at 1:00 PM

The explosion of interest in acquisitions over the past several years has generated tremendous growth – and speculation. In this webinar we will separate fact from fiction around multiples and help buyers and sellers set realistic expectations for deals.

Watch Recording

Stop Cold Calling

📅 September 4, 2025 at 1:00 PM

During this session, you will learn strategies to position your practice for organic growth. We will share our best practices around how we help Financial Advisors meet their markets and create scaled and repeatable growth opportunities. A live Q&A session will follow.

Watch Recording