Advisor Legacy

Advisor Legacy is a specialized consulting firm dedicated to assisting independent financial advisors with the lifecycle of their business. Founded to address the complex needs of practice succession and transition, the company offers a suite of services including business valuations, mergers and acquisitions (M&A) advisory, and the development of succession and continuity plans. Their primary mission is to help advisors maximize the value of their life's work and ensure a smooth transition for themselves, their team, and their clients, whether they are looking to buy, sell, or merge a practice.