You have had a wonderful career with strong client relationships - but now it is time to think about what is next. Whether you have already picked a successor or if you are just starting to plan your retirement, we can help.

Ensuring Your Clients Are Cared For

Leaving the practice that you built is an emotional and difficult decision. Most advisors have a hard time imagining how their practices will survive without them. The sooner you begin planning your exit, the smoother it will go. We help advisors consider all aspects of their transition - not just the selling price.

Focus for this Phase


What is your exit timeline?


What attributes are most important for your successor to take care of your clients?


How will you sell your practice? Internally? Externally?


Do you plan to stay on after the practice sale?

Services for Transitioning Advisors

Advisor Legacy Services

We offer services for advisors in all stages of their career - from those growing through acquisitions to those looking to exit.

Business Valuations

Our Business Valuations are the best in the industry. The clear reporting, accurate methodology, and substantive analyses help financial advisors gain a clear understanding of what is driving and detracting from the value of their practices. Use as part of your strategic planning or part of an acquisition, succession, or continuity plan.

Continuity Planning

Too many financial advisors put both their clients and their own families at risk by failing to protect their practice from unforeseen events such as a death or disability. We make it easy to protect your financial planning practice. Don't let procrastination get in the way of your legacy. Even if you have not identified your successor, we have a solution for you.

Turnkey Deal Support

Our professional team of experts is here to assist both parties in completing a fair and equitable arrangement. This package includes all steps from assessing the value of the practice, negotiating the deal, forming a transition plan, writing a legal agreement, and providing expertise and guidance along the way. Both parties will walk away with confidence.

M&A Consulting

Need help or advice working through a acquisition or succession strategy? We can help. We offer non-biased consulting for both buyers and sellers, as well as consulting for setting up internal successions and AFA buyouts. You don't know what you don't know until it is too late - we can make sure you cover all of your bases.

Escrow Services

A large practice sale brings risks for both the buyer and the seller. An escrow account offers a secure way to ensure that contractual obligations are being met before funds are released. Our escrow services are an affordable way to protect both parties through the transaction completion.

Practice Sales

Selling your practice is a once-in-a-lifetime event. Our Advisor Legacy team works hard to go beyond price and find the right fit for your clients. We help you find a qualified buyer, negotiate the deal and transition your clients. You will have a no-regrets retirement that leaves a legacy that you can be proud of.

How to Begin

Want to learn more about how are service can help your practice?  Complete our Quick Practice Assessment and one of our coaches will contact you soon to discuss your results.

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