Purchase Deal Support Services

This service is billed in two segments. This is the initial payment and is equal to 50% of the total amount due. After the deal terms are completed and prior to the attorney engagement, you will be invoiced for the remaining 50%.

Our Deal Support Service includes the following:

  • Consulting Engagement with a Legacy Planning Expert
  • Consultation with a Business Attorney
  • A Business Valuation
  • Agreement written and reviewed by an attorney
  • A liaison to help you with firm-specific paperwork, if applicable

Please fill out your billing information below. If you were given a coupon, please enter it under the "Discount Code" field below and click "Apply Discount." Below you will find our Calculation Engagement for the Valuation portion of this service. Please read it carefully and check off your acknowledgement then sign to confirm your agreement using your mouse or finger (on a touch screen). After this purchase, you will be sent by email:

1) A copy of your receipt and the Calculation Engagement for your records, and
2) Instructions for how to begin the Valuation process.

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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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