Practice Sales & Consulting

Trusted Advice for All Types of M&A Transactions

Whether you are contemplating an internal succesion, an AFA buy-out or buy-in, an acquisition or external practice purchase, we can help you. We provide sound advice that helps you nail down the details of your plan and turn it into action. Leave no room for error - work with one of our experienced M&A consultants today.


Advisor Legacy is a division of Key Management Group that focuses on M&A activity to include business valuations, buying, selling, mergers, consulting, and continuity planning.

Advisor Legacy services Broker/Dealers, RIAs, and other types of franchise and non-franchise financial advisory practices.

Specific services offered through Key Management Group are found below. Learn more about Advisor Legacy's full range of services at

Advisor Legacy Services

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

Acquisition Opportunities

Looking for acquisition opportunities? Check out our Advisor Legacy Sales website , where we match qualified buyers with those selling their practices. Registration is free and you will be notified as practices come for sale.  Serious buyers have the ability to upgrade an Elite Buyer profile to put their best foot forward with sellers.

M&A and Succession Consulting

Want to get guidance on your specific situation? We offer short-term consulting contracts to address your needs. You will work with an M&A consultant who provide sound advice on acquisitions, mergers, successions, buy-ins, and more. Hourly consulting is available for $325/hour (minimum of 5 hours). Tell us more about your situation.

Practice Sales

If you are ready to exit but do not have a specific buyer identified, we can help. Our practice sales program includes: the listing of your practice on our exclusive Advisor Legacy platform, interviewing and screening qualified buyers, negotiating a deal, helping secure financing for the buyer and handling the transition.

Our Advisor Legacy Team

Todd DohertyDirector, M&A Expert
Ph: 509.888.5889
Anthony Whitbeck, CFP®, CLU®M&A Expert
Ph: 248.785.3603
Travis LiedkeAnalyst
Ph: 248.247.7316
Alan Salomon, CPAM&A Expert
John Sullivan, CFP®M&A Expert
Ph: 916.765.1529
Vicki WaltonOperations Manager
Ph: 248.218.1265
Jeff Sternberg, JDAttorney
Ph: 248.646.1056
Nicholas Tucker, APMA®, CRPC®M&A Expert
Ph: 248.218.1250
Jill Doherty Relationship Manager
Ph: 248.461.3748
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