White Papers and Brochures

White Papers

Become and industry insider - download our white papers based upon our internal research and case studies.

For Buyers

Growing Through Acquisitions

Growing Through Acquisitions

For Sellers

10 Steps to Prepare for Selling a Practice

Ten Steps to Prepare Your Practice for Sale

For Buyers

10 Steps to Prepare for Buying a Practice

Ten Steps to Prepare for Buying a Practice

For Buyers

Funding a Financial Advisory Practice Aquisition

For Owners

A buyer and seller both share their journey toward a win-win solution.

For Owners

How Valuations Help Drive Practice Value

Brochures & Case Studies

Find insights in our brochures and case studies.

Valuations Brochure

MaxVal Predictor™

Services Quicklinks

Advisor Legacy is a full service Mergers & Acquisition consulting firm for financial advisors.

Location: Troy, MI

Email : info@advisorlegacy.com

Phone : 248.328.4100

Purchase Quicklinks