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Business Valuations Webinar

Business Valuations Webinar
Date: TBD

Learn the key factors that drive value in your practice as well as the current and future trends in valuation. The presentation is valuable for: Succession Planning, Acquisitions, Profitability Enhancement, Bank Financing and Strategic Planning.

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Five Reasons to Sell Now Webinar

Five Reasons to Sell Now Webinar
Date: TBD

We explain why so many advisors wait too long to sell their practice and discuss the current conditions make now a great time to consider selling. This presentation is valuable for: Succession Planning, Retirement Planning, Internal Transitions, External Transitions, and Financing.

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Advisor Legacy Sales Webinar

Advisor Legacy Sales
Date: TBD

This is an informational webinar for both buyers and sellers. Learn how our consultants help buyers and sellers make successful deals and transactions.

Pre-Recorded Webinars

Missed a webinar? Check back often - we regularly publish our pre-recorded webinars. Click on the play button to watch a replay.
Five Reasons to Sell Now
Business Valuations
Blog Articles
Upcoming Webinars

 

In the News
  • Anthony Whitbeck, CEO and Todd Doherty, M&A Consultant discuss how the Corona Virus is impacting Mergers and Acquisitions.
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  • Todd Doherty, M&A Consultant and Valuations Expert for Advisor Legacy, shared the three drivers that maximize practice value for Advisor Perspectives. In the article, he provides a side by side comparison of two similar practices, and how the factors of value impacted each firm’s overall valuation.
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  • Wealth Management highlights the launch of Advisor Legacy as a practice that bridges the gap between in-house succession departments and listing services.
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  • Advisor Legacy brought on as consultant to support buyers and seller’s on Skyview’s new platform, the Advisory Practice Board of Exchange, a secure and confidential platform for buying and selling practices.
    Read More
  • Advisor Legacy launches to bridge the gap between practice listing services and in-house succession departments.
    Read More

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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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