Practice Valuation | Methods & Trends
📅 June 18, 2026 at 1:00 PM
This presentation provides a concise overview of how professional practices are valued and the key trends shaping today’s marketplace. It highlights the primary valuation methodologies, important financial and operational metrics, and the market forces influencing valuation multiples and transaction activity.
Register Now.jpeg)
2029 – The Great AI Financial Services Disruption
📅 June 23, 2026 at 2:00 PM
The AI disruption in financial services will not happen all at once. It is already happening unevenly. Today, AI is broad but shallow. By 2029, it will be embedded deeply into the infrastructure of leading advisory enterprises. That transition will widen the gap between practices that can scale and practices that remain dependent on manual work, founder knowledge, and relationship gravity. For advisors with tech-challenged books of business, this may be the monetization window: the period when the practice is still highly salable, buyer demand remains strong, and the discount for being on the wrong side of the AI divide has not yet fully arrived.
Register Now
An Introduction to Coaching Programs with Advisor Legacy(Coaching #2)
📅 June 25, 2026 at 1:00 PM
Join us for a session to learn about the 4 coaching services offered by Advisor Legacy (Executive Coaching, Operations Coaching, Advisor Growth Coaching, and Support Team Coaching).
Register Now
The Reality of Selling Your Practice: Multiples, Methods, and Market Truths
📅 July 9, 2026 at 1:00 PM
If you’re thinking about selling your financial advisory practice in the next one to five years, you’ve likely heard a wide range of opinions about what practices are worth. Some conversations suggest multiples of 4–5x revenue are common. Others are more conservative. The truth lies somewhere in between. The purpose of this presentation is simple: to provide a clear, realistic summary of what drives practice value in today’s market—and what ultimately determines what you will walk away with at closing.
Register Now
Exit Strategies for Financial Advisors
📅 August 13, 2026 at 1:00 PM
Financial advisors face one of the most consequential decisions of their careers when determining how to transition their practice. The optimal transition path must balance financial outcomes, client continuity, legacy preservation, timing, and personal readiness. This presentation outlines a practical framework for evaluating three primary transition paths—Internal/NextGen succession, External sale (closed deal), and Open market or limited open market transactions—and provides guidance on selecting the approach that best aligns with an advisor’s objectives.
Register Now
Sell and Stay
📅 August 27, 2026 at 1:00 PM
Nearly half of advisors are expected to retire in the next 5 years, which will saturate the market for acquisitions and put monetization of equity at risk for advisors who wait too long to sell. Advisors can cash in on their equity ahead of this trend - without having to retire from the work they love to do. If you are one of the many advisors delaying selling, this webinar is both a wake up call and a guide to help you make smart decisions now to protect your equity and your future.
Register Now
Continuity Planning
📅 September 17, 2026 at 1:00 PM
As a financial advisor, you spend every day helping others plan for the future. Yet too often, we don’t pause to ask: what happens to my practice, my clients, my family, and my team if something unexpected happens to me? Continuity planning isn’t just a legal document—it’s peace of mind. It ensures that your life’s work is protected and that the people who count on you won’t be left scrambling. This paper explains why continuity planning matters, what’s at stake, and how to take simple steps toward a plan that protects everyone you care about.
Register Now
An Introduction to Coaching Programs with Advisor Legacy
📅 September 24, 2026 at 1:00 PM
Join us for a session to learn about the 4 coaching services offered by Advisor Legacy (Executive Coaching, Operations Coaching, Advisor Growth Coaching, and Support Team Coaching).
Register Now
Simple Succession Planning for Financial Advisors - Creating Your Three-Page Succession Plan
📅 May 21, 2026 at 1:00 PM
For many financial advisors, succession planning feels overwhelming. Complex legal structures, valuation models, buy-sell agreements, and emotional considerations often cause advisors to delay planning altogether.
Watch Recording
Practice Sale Multiples
📅 March 19, 2026 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
Protect Your Practice with a Continuity Plan
📅 March 5, 2026 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
Business Valuations for Financial Advisors
📅 February 5, 2026 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.
Watch Recording
Sell and Stay
📅 January 22, 2026 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.
Watch Recording.png)
Knowing Your Numbers
📅 October 28, 2025 at 1:00 PM
During this session, we will share our process for developing a scorecard that focuses on leading activities and how you should think differently about annual goals going into the new year.
Watch Recording.png)
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.png)
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.jpeg)
Time to Sell
📅 February 19, 2026 at 1:00 PM
In this webinar we will discuss the reasons why many advisors wait too long to retire or sell their practice. We also cover why the current conditions make now a great time to consider selling, why many practices will reach peak value in the next 1-3 years, and strategies to consider when planning to sell. A Q&A session will follow.
Watch Recording