ADVISOR LEGACY

advisor-legacy-logo

Advisor Legacy specializes in business valuations, lending support, legal, continuity, mergers, and acquisition services.

#SimilarOrganizations #Website #More

ADVISOR LEGACY

Social Links:

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-logo

FieldView Capital Advisors

FieldView Capital Advisors specializes in energy consulting, business strategies, recapitalization, mergers, and acquisitions services.

lee-chandler-logo

Lee-Chandler

Lee-Chandler specializes in investment, business acquisitions, corporate finance, consulting, mergers, and acquisition services.

summit-acquisitions-group-logo

Summit Acquisitions Group

Summit Acquisitions Group specializes in business valuation, business appraisal, sales process, acquisitions and intermediatory services.

xps-group-logo

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

Loading ...

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 โ€ฆSee details»

Team Spotlight: Todd Doherty โ€“ Managing Director, โ€ฆ

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 โ€ฆSee 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 โ€ฆSee 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 โ€ฆSee 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 โ€ฆSee 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 โ€ฆSee 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 โ€ฆSee 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 โ€ฆSee 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 โ€ฆSee 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 โ€ฆSee 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 โ€ฆSee 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 โ€ฆSee 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»

McKinseyโ€™s LegacyX: Rejuvenating legacy infrastructure with โ€ฆ

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 โ€ฆSee details»

linkstock.net © 2022. All rights reserved