ADVISOR LEGACY
Advisor Legacy specializes in business valuations, lending support, legal, continuity, mergers, and acquisition services.
ADVISOR LEGACY
Industry:
Consulting Financial Services Professional Services
Founded:
2005-01-01
Address:
Troy, Michigan, United States
Country:
United States
Website Url:
http://www.advisorlegacy.com
Total Employee:
1+
Status:
Active
Contact:
+1 248-328-4100
Email Addresses:
[email protected]
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics Google Tag Manager Content Delivery Network Google Universal Analytics Font Awesome
Similar Organizations
FieldView Capital Advisors
FieldView Capital Advisors specializes in energy consulting, business strategies, recapitalization, mergers, and acquisitions services.
Lee-Chandler
Lee-Chandler specializes in investment, business acquisitions, corporate finance, consulting, mergers, and acquisition services.
Summit Acquisitions Group
Summit Acquisitions Group specializes in business valuation, business appraisal, sales process, acquisitions and intermediatory services.
XPS Group
XPS Group provides specialized financial advisory services for business valuations, litigation support, and mergers and acquisitions.
Official Site Inspections
http://www.advisorlegacy.com Semrush global rank: 5.9 M Semrush visits lastest month: 1.4 K
- Host name: 199.60.103.115
- IP address: 199.60.103.115
- Location: Canada
- Latitude: 43.6319
- Longitude: -79.3716
- Timezone: America/Toronto
More informations about "Advisor Legacy"
About - Advisor Legacy
Advisor Legacy is a comprehensive M&A firm, helping financial advisors grow, protect and transition their practice. Our experts, with over 150 years of experience in the financial …See details»
Team Spotlight: Todd Doherty – Managing Director, …
Jan 3, 2023 From the beginning, Todd and the Advisor Legacy team developed the organization to primarily serve the interests of the selling advisor, who is often underrepresented in M&A transactions. Todd stresses that the commitment to …See details»
Advisor Legacy - Crunchbase Company Profile & Funding
Organization. Advisor Legacy . Connect to CRM . Save . Summary. People. Technology. Signals & News. Similar Companies. ... Contact Email [email protected]; Phone Number +1 …See details»
Advisor Legacy - LinkedIn
Advisor Legacy is a comprehensive M&A firm, helping financial advisors grow, protect and transition their practice.See details»
Home [advisorlend.com]
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 …See details»
Advisor Legacy | Top Valuation Services Provider-2024
Advisor Legacy is a leading consulting firm dedicated to helping financial advisors grow, live, and and leave a legacy. With over 150 years of combined experience in the financial services …See details»
Advisor Legacy Overview | SignalHire Company Profile
Advisor Legacy specializes in business valuations, lending support, legal, continuity, mergers, and acquisition services.See details»
Advisor Legacy - Overview, News & Similar companies - ZoomInfo
Advisor Legacy contact info: Phone number: (248) 328-4100 Website: www.advisorlegacy.com What does Advisor Legacy do? Advisor Legacy is a comprehensive M&A firm, helping …See details»
Advisor Legacy
Sign Into Your Account Don't have an account? Register in seconds. Forgot your password? © 2025 Advisor Legacy Terms of Service Contact UsTerms of Service Contact UsSee details»
Advisor Legacy Launches to Bridge the Gap Between Practice
Sep 9, 2019 For interviews, contact Anthony Whitbeck, CEO, CFP, CLU for Advisor Legacy at 248-785-3603 or by email at awhitbeck(at)advisorlegacy.com. Advisor Legacy is a …See details»
Business Valuations - resources.advisorlegacy.com
Sample Business Valuation. Click the button below to browse through what is included in our report. An M&A Expert will go through your individualized valuation, explaining where the …See details»
Continuity Planning - Advisor Legacy
We provide easy to execute continuity planning and are there to help keep your plans on track, at each step. Our streamlined process and partnerships with legal experts help to remove …See details»
Advisor Legacy
Sellers. Sellers work directly with one of our succession planning experts to list their practices for sale on Advisor Legacy. Key Management Group helps sellers find qualified buyers who are …See details»
Creating a Path to Ownership Whitepaper
A Roadmap For Internal Successions Internal successions are some of the most successful transactions, leading to higher client retention and better outcomes for both buyer and seller.See details»
Advisor Legacy | Troy MI - Facebook
Advisor Legacy, Troy, Michigan. 44 likes · 8 talking about this. Advisor Legacy helps Financial Advisors through every stage of succession planning, from...See details»
10 Steps to Sell Whitepaper Download
Purchase Advisor Business Valuation; Bank-Ordered Advisor Valuation; Bank-Ordered CPA Valuation; Purchase Turnkey Deal Support; Purchase Turnkey Deal Support PlusSee details»
News - Advisor Legacy
Advisor Legacy named a finalist for the second annual ThinkAdvisor Luminaries, an award that is shining a spotlight on how individuals and firms are changing the investment advisory industry …See details»
How To Rebrand A Legacy Organization Without Losing Impact
1 day ago In early 2025, the organization embraced a transformative new identity to unify its global operations and strengthen its worldwide impact. Through strategic planning, Humane …See details»
Articles - Advisor Legacy
After years of mass consolidation and open market sales marked by big payouts and ever increasing multiples, advisors are now looking inward for a succession strategy.See details»
McKinsey’s LegacyX: Rejuvenating legacy infrastructure with …
6 days ago March 20, 2025 At the core of virtually every large organization lies an aging digital infrastructure, often slowing down innovation and agility. In fact, 70 percent of the software …See details»