Advisor Legacy Deal Support

Deal Support.

Deal Support Built Around Your Transaction, Not a One-Size-Fits-All Process.

From straightforward transaction support to complex succession planning and full-service deal guidance, Advisor Legacy helps advisors move through the sale, purchase, or transition of a practice with clarity and confidence.

Every option is delivered with the same Advisor Legacy expertise. The right fit depends on where you are in the process, the complexity of your transaction, and the level of support your deal requires.

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Choose Your Lane

Start with the Type of
Transaction You’re Navigating

The service lineup is organized by situation and scope. First choose the lane that fits your
transaction, then choose the level of support required.

Deal Support

For advisors who are largely agreed on key terms but need expert guidance and legal agreements to complete the transaction.

 

NextGen Deal Support

For founders, successors, and advisory teams who need expert guidance through valuation, deal structure, legal agreements, and ownership transition.

 

Legacy Complete

For advisors who want expert support across all aspects of the transition valuation, negotiation, deal structure, legal agreements, and transition planning.

 

Decision Helper

Not Sure Which Option Fits?
01

We have the other party and most terms are already agreed.

Start with Deal Support.

02

We need help refining terms and getting to a signed term sheet.

Use Deal Support Plus.

03

This is an internal succession or NextGen ownership transaction.

Use NextGen Deal Support.

04

There are multiple NextGen buyers or added complexity.

Use NextGen Deal Support Plus.

05

We want help from valuation through negotiation, legal coordination, and transition.

Use Legacy Complete.

06

I'm a seller and haven't found the ideal buyer yet.

Use Legacy Choice   LEARN MORE

External Transactions

Deal Support

For advisor transactions where the buyer or seller is identified and the deal needs structure, review, documentation, and legal completion.
Focused Support

Deal Support

Essential transaction support for clients who have largely aligned on terms and need expert guidance to complete term documentation and legal agreements.

    • Agreed-upon deal terms reviewed by M&A expert
    • Deal terms formalized into a comprehensive term sheet
    • Term sheet review call M&A expert
    • Attorney-completed purchase agreement


$5,995

50% up front, 50% at term sheet completion

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Plus

Deal Support Plus

Expanded support when both parties need help refining deal terms, aligning expectations, moving to a signed term sheet, and preparing for transition.

  • 45-minute strategy and deal review call with M&A expert
  • Compliance-aware recommendations to strengthen and refine deal terms
  • Draft term sheet prepared and revisions based on initial call
  • Term sheet review call with seller and buyer to confirm alignment
  • Attorney-completed purchase agreement
  • One transition coaching session
$7,995

65% up front, and 35% at term sheet completion

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Internal Transitions

NextGen Deal Support

For internal ownership transitions, equity purchases, and succession situations that require valuation, modeling, term structure, and transition coaching.
NextGen

NextGen Deal Support

Designed for straightforward internal succession, initial equity purchase, or trusted internal successor transition.

    • Practice valuation
    • Discovery call with buyer and seller
    • Draft term sheet and earnings model
    • Attorney-completed purchase agreement
    • One transition-to-ownership coaching session
$12,995

65% up front, and 35% at term sheet completion

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NextGen Plus

NextGen Deal Support Plus

Designed for multiple-buyer (up to three) or more complex internal succession situations that require separate discovery, deeper coordination, and additional transition support.

  • Practice valuation
  • Separate discovery calls with buyer(s) and seller
  • Draft term sheet and earnings model
  • Attorney-completed purchase agreement(s)
  • One transition-to-ownership coaching session per buyer
$14,995

65% up front, and 35% at term sheet completion

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Full-Lifecycle Support

Legacy Complete

For advisors who want expert support across all aspects of the transition valuation, negotiation, deal structure, legal agreements, and transition planning.
Most Popular
Legacy Complete

Complete Deal Guidance from Start to Transition

Legacy Complete is full-service team support for advisors who want experienced guidance through valuation, negotiation, deal structure, legal agreements, financing, and transition planning.

$5,995 up front and 1% of sales price due at closing

Success Fee is based on the final sale price and due at closing.  If multiple buyers are being vetted (up to three), the success fee will be multiplied by the number of buyers.

What’s Included

Practice valuation
M&A consulting
Negotiation and deal-term structure
Term sheet development
Attorney-prepared legal agreements
Transition planning
Team coordination across the full deal lifecycle
Add-Ons

Deal Support Add-Ons

Additional Documentation When Needed

Some transactions require added agreements or entity-level documentation based on the ownership structure, number of parties, or legal complexity involved.

Additional Purchase Agreements

Additional purchase agreements for transactions involving multiple buyers, sellers, or separate transaction components.

$1,500
Each

Entity & Ownership Documentation

Depending on the structure of the transaction, the Entity & Ownership Documentation Package may include one or more of the following documents.

Stock Purchase Agreement Stock Assignment Membership Purchase Agreement Membership Assignment Service Agreement
$1,500
Total

Add-ons are included only when needed based on the final transaction structure and documentation requirements.

Comparison Summary

Compare the Options
Service Option Best-Fit Trigger Valuation Term Sheet /
Legal Agreement		 earnings
Model		 Transition
Support		 Price
Deal Support Terms mostly set; needs
completion support		 No Included No No $5,995
Deal Support Plus Needs term refinement and
transition session		 No Included No 1 coaching session $7,995
NextGen Deal
Support		 Internal succession for one
NextGen buyer		 Included Included Buyer earnings
model		 1 coaching session $9,995
NextGen Deal
Support Plus		 Multiple-buyer or complex
NextGen deal		 Included Included Buyer earnings
model		 1 coaching sessions per buyer $14,995
Legacy Complete Full team support from valuation
to transition		 Included Included As applicable Included $5,995 + 1%
Success Fee

Why Advisors Work
With Us

Transactions involve more than paperwork. They involve relationships, expectations, client continuity, leadership transitions, and long-term financial outcomes. We help advisors navigate those decisions with clarity and structure.

01

Advisor Industry Expertise

Deep understanding of independent advisory firm structures and transitions.

02

Strategic Transaction Guidance

Support that goes beyond documents and focuses on long-term outcomes.

03

Structured Deal Process

Clear process management from valuation through transition.

04

Collaborative Coordination

Work alongside attorneys, CPAs, lenders, and other professionals involved.

05

Objective Perspective

Neutral guidance that helps align expectations and reduce unnecessary friction.

06

Transition-Focused Thinking

A cleaner transition process for owners, clients, and the future of the business.

WHAT ADVISORS SAY

Advisors Who Built Their Legacy

These are real advisors who worked with Advisor Legacy to build stronger firms, live
with more clarity, and leave on their own terms.
❝
David H.
David H.
Independent Financial Advisor

Working with Advisor Legacy gave me clarity on what my practice was actually worth — and a roadmap for what came next. They understand this industry in a way most consultants simply don’t.

❝
Aubrey Herman
Aubrey Herman
Wealth Manager

The coaching process changed how I see my role in my own firm. I stopped being the bottleneck and started being the architect. That shift has been transformational.

❝
Marjorie Larson, CFP®
Marjorie Larson, CFP®
Retiring Practice Owner

Advisor Legacy walked us through the entire transition — valuation, deal structure, and close. They protected our clients and our team every step of the way.

❝
David H.
David H.
Independent Financial Advisor

Working with Advisor Legacy gave me clarity on what my practice was actually worth — and a roadmap for what came next. They understand this industry in a way most consultants simply don’t.

❝
Aubrey Herman
Aubrey Herman
Wealth Manager

The coaching process changed how I see my role in my own firm. I stopped being the bottleneck and started being the architect. That shift has been transformational.

❝
Marjorie Larson, CFP®
Marjorie Larson, CFP®
Retiring Practice Owner

Advisor Legacy walked us through the entire transition — valuation, deal structure, and close. They protected our clients and our team every step of the way.

❝
Andy Huggins, CFP®
Andy Huggins, CFP®
Advisory Practice Owner

I had no idea how to value what I'd built. After the valuation process, I felt confident for the first time — about the number, and about what to do with it.

❝
Brian Britt, CFP®
Brian Britt, CFP®
Independent Advisor

The PracticeProtect program gave me — and my clients — peace of mind. Knowing there's a plan if something unexpected happens is something every advisor should have.

❝
Craig Donowho, CFP®
Craig Donowho, CFP®
Practice Seller

From deal structuring to close, the Advisor Legacy team was there. They understood the emotional side of transition just as much as the financial side. That made all the difference.

❝
Andy Huggins, CFP®
Andy Huggins, CFP®
Advisory Practice Owner

I had no idea how to value what I'd built. After the valuation process, I felt confident for the first time — about the number, and about what to do with it.

❝
Brian Britt, CFP®
Brian Britt, CFP®
Independent Advisor

The PracticeProtect program gave me — and my clients — peace of mind. Knowing there's a plan if something unexpected happens is something every advisor should have.

❝
Craig Donowho, CFP®
Craig Donowho, CFP®
Practice Seller

From deal structuring to close, the Advisor Legacy team was there. They understood the emotional side of transition just as much as the financial side. That made all the difference.

You Don’t Have to Navigate the
Transaction Alone.


Whether you're exploring a sale, planning an internal transition, or already in active discussions, Advisor Legacy can help you move forward with clarity and confidence.

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