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- Insights
- Advisor Burnout – Is It Time To Sell?
- Despite Market Volatility, Practice Values Increasing At Highest Rate In History
- Biggest Mistakes Advisors Make When Selling Their Practice
- Things Advisors Need To Consider If They Plan To Sell Their Practice In One to Five Years
- The Five-Year Myth Among Financial Advisors
- Don’t Leave Your Clients High and Dry During Your Succession
- Advisor M&A Trends in 2021
- Profitability in Financial Advisor Practices
- Bad Idea to Hold On
- Who Should You Sell To?
- A Succession Plan Is A Growth Strategy
- Practice Values Reach All Time High
- Biden's Tax Proposals
- New Year's Resolution: Continuity
- Valuation As A Planning Tool
- When Value Begins to Decline
- Why You Don’t Want To DIY
- Successful Advisors Are Cashing In
- Key Types of Practice Sales
- Need for Seller Advocates
In the News
- Advisory firm valuations are at a peak now, but that situation may not last long, according to Todd Doherty, who heads the valuations team for Advisor Legacy, a consulting firm for the financial industry.>Read More
- Anthony Whitbeck, CEO of Advisor Legacy was recently featured on the Kuttin Consulting Group's podcast describing the drivers that determine practice value and what advisors can do to ensure continuity in their practice.
Read More - Advisor Legacy announces this week the successful completion of the sale of Derrick Kinney and Associates based out of Arlington, Texas to Kuttin Wealth Management, based out of Hauppauge, New York.
Read More - Anthony Whitbeck, CEO and Todd Doherty, M&A Consultant discuss how the Corona Virus is impacting Mergers and Acquisitions.
Read More - 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.
Read More - Wealth Management highlights the launch of Advisor Legacy as a practice that bridges the gap between in-house succession departments and listing services.
Read More - 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.
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Advisor Legacy is a full service Mergers & Acquisition consulting firm for financial advisors.