Image of building from street level in New York city

Advisor Legacy

My Practice Profile
0%
  • Edit My Practice Profile
N/A

Gauges prospective buyers creditworthiness and readiness to acquire another practice.

  • Completion of My Practice Profile
    • Get Prequalified for bank financing
    • Completion of current valuation from a verified valuation provider
    • APBOE’s banks accept valuations from a select group of providers
  • Banking Relationship with an APBOE Network Bank
  • Liquidity for Down Payment
  • Valuation Services
  • Preferred M&A Consulting Services
APBOE Listing Wire
MA flag MAMG 2.8 xMI flag MIWS 3.5 xME flag MEWA 3.3 xCA flag CAWM 3.0 xAZ flag AZFP 4.2 xMA flag MAGA 4.2 xCT flag CTSC 3.6 xTX flag TXCM 3.0 xLA flag LAFA 3.7 xMO flag TXMO 3.0 xIA flag IAWA 1.7 xMA flag MAIA 1.5 xMI flag MILL 2.7 xTX flag TXMO 3 xCT flag CTSC 3.3 xMO flag TXMO 3 xAZ flag AZFP 3.5 xOK flag OKWM 3.1 xCA flag CAMG 2 xCA flag CAAG 3.4 xPA flag PAGA 3.6 xNY flag NYLL 1.8 xCT flag CTAP 3.6 xMA flag MAMG 2.8 xMI flag MIWS 3.5 xME flag MEWA 3.3 xCA flag CAWM 3.0 xAZ flag AZFP 4.2 xMA flag MAGA 4.2 xCT flag CTSC 3.6 xTX flag TXCM 3.0 xLA flag LAFA 3.7 xMO flag TXMO 3.0 xIA flag IAWA 1.7 xMA flag MAIA 1.5 xMI flag MILL 2.7 xTX flag TXMO 3 xCT flag CTSC 3.3 xMO flag TXMO 3 xAZ flag AZFP 3.5 xOK flag OKWM 3.1 xCA flag CAMG 2 xCA flag CAAG 3.4 xPA flag PAGA 3.6 xNY flag NYLL 1.8 xCT flag CTAP 3.6 x MA flag MAMG 2.8 xMI flag MIWS 3.5 xME flag MEWA 3.3 xCA flag CAWM 3.0 xAZ flag AZFP 4.2 xMA flag MAGA 4.2 xCT flag CTSC 3.6 xTX flag TXCM 3.0 xLA flag LAFA 3.7 xMO flag TXMO 3.0 xIA flag IAWA 1.7 xMA flag MAIA 1.5 xMI flag MILL 2.7 xTX flag TXMO 3 xCT flag CTSC 3.3 xMO flag TXMO 3 xAZ flag AZFP 3.5 xOK flag OKWM 3.1 xCA flag CAMG 2 xCA flag CAAG 3.4 xPA flag PAGA 3.6 xNY flag NYLL 1.8 xCT flag CTAP 3.6 xMA flag MAMG 2.8 xMI flag MIWS 3.5 xME flag MEWA 3.3 xCA flag CAWM 3.0 xAZ flag AZFP 4.2 xMA flag MAGA 4.2 xCT flag CTSC 3.6 xTX flag TXCM 3.0 xLA flag LAFA 3.7 xMO flag TXMO 3.0 xIA flag IAWA 1.7 xMA flag MAIA 1.5 xMI flag MILL 2.7 xTX flag TXMO 3 xCT flag CTSC 3.3 xMO flag TXMO 3 xAZ flag AZFP 3.5 xOK flag OKWM 3.1 xCA flag CAMG 2 xCA flag CAAG 3.4 xPA flag PAGA 3.6 xNY flag NYLL 1.8 xCT flag CTAP 3.6 x
3.3 x

APBOE relies on the expertise of wealth management M&A consultants. We are happy to highlight Advisor Legacy.

Founded in 2005 by Stephen Bratta and Nicholas Tucker, Advisor Legacy exists to help advisors identify goals, accelerate growth, improve efficiency, and increase the value of their business. This practice management firm offers comprehensive business solutions to help advisors exceed client expectations and improve their overall quality of life.

Advisor Legacy offers a wide variety of services to its clients. To help advisors narrow down which services with benefit them, Advisor Legacy has created the A.I.M. (Assess – Identify – Map). Some of these services include:

  • Complete Practice Management
  • Financial Planning
  • Turnkey Deal Support Service
  • Acquisition and Succession Consulting
  • Comprehensive Human Resources Assessment
  • Business Valuations
  • Advisor Legacy Practice Sales
  • Continuity Planning

Based in Troy, Michigan, Advisory Legacy consists of a team of over 25 qualified professionals who specialize in four broader areas of service:

  • Executive Coaching
  • Practice Management
  • Outsourcing
  • Acquisition & Legacy Planning

This team is headed up by three Managing Partners including Anthony Whitebeck, CFP, CLU, Chief Executive Officer; Nicholas Tucker, CRPC, APMA, Chief Operating Officer; and Stephen Bratta, CMFC, AAMS, Chief Financial Officer.

To learn more about Advisor Legacy and their services, please visit: https://www.advisorlegacy.com

Ready to take your practice to the next level? APBOE is focused exclusively on the financing needs of independent and registered investment advisors. We focus on providing financial advisors with guidance and capital for practice succession, acquisition, merger, and debt restructuring. For more information on funding your financial advisory M&A initiatives, visit https://www.skyview.com/index.html