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Advisor Legacy is a comprehensive M&A firm, helping financial advisors grow, protect and transition their practice.  We have a personalized, consultative approach. Our experts, with over 150 years of experience in the financial services industry, understand that your practice is more than a business - it is a legacy built on decades of developing meaningful client relationships.

We believe that for these types of sensitive transactions, advisors make better decisions when they have help. We don't just supply reports and numbers - we provide true understanding, strategy, and guidance. Helping financial advisors build and transition their legacy is what we do.  

Meet Our Advisory Team

Our advisors come from different backgrounds and seamlessly work together to ensure a great end-to-end experience for you.

Anthony WhitbeckAnthony Whitbeck
CEO, M&A Coach
Tony began his career as an advisor in 1989. He later transitioned to the coaching role and has helped over two hundred practices achieve their goals.  He specializes in succession planning for both internal and external transitions.

Stephen BrattaStephen Bratta
CFO, M&A Coach
Steve became an advisor coach in 2005 after several years as the business manager for one of the country's largest financial advisory practices. He works with independent advisors and RIAs to help them scale their business models.

Nicholas TuckerNicholas Tucker
COO, M&A Coach
Nick Tucker works with advisors in the transition process by helping them design an ideal client hand-off. Nick has been in the financial services industry for more than twenty years and is an expert at building systems that lead to success. 
 

Todd DohertyTodd Doherty
M&A Expert
Todd Doherty is an M&A Expert with a special focus on growing practice value.  He helps advisors through all aspects of succession and transition planning.  Having owned businesses himself, he is able to help advisors make solid decisions.

Alan SalomonAlan Salomon
CPA/ABV, CVA
Alan Salomon is a CPA and owned his own public accounting firm for 14 years.  He specializes in appraising businesses for buy/sell agreements, estate tax, divorces, business start-ups, and shareholder/owner disputes. 

John SullivanJohn Sullivan
M&A Coach
John Sullivan helps practices develop long-term internal and external succession plans.  He facilitates the interview process for potential successors and helps to develop communication plans for the transition period.

Vicki WaltonVicki Walton
Relationship Manager
Vicki Walton ensures that all of our Advisor Legacy clients have a seamless experience.  She manages the scheduling for our specialists and handles any needs that may arise for our clients going through the process.

Shana AndersonShana Anderson
Business Analyst
Shana Anderson is a business analyst who develops behind-the-scenes technology for the Advisor Legacy team.  Each year she analyzes the results of valuations performed to publish insights and trends impacting our industry.

Get Started Today

Complete our Quick Practice Value Estimator and begin taking action to plan your future.

Have Questions? No problem - We can help!

You can send us a contact form and we will ensure that the right person from our team reaches out to you. Or you can click on our live chat option (bottom right-hand of page) to speak with someone during normal business hours.

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Advisor Legacy is a full service Mergers & Acquisition consulting firm for financial advisors.

 Location: Troy, MI

 Email : info@advisorlegacy.com

 Phone : 248.328.4100

 

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