Business Contingency Planning and Practice Acquisition
Building a successful financial practice requires sacrifice, time, and hard work. After many years of loyal service, your clients become much more than just clients; they become your friends. At Legacy Financial Advisors, we realized that transitioning a lifetime of work is not easy, but we strive to make this milestone decision easy and rewarding.
For over two decades, we have built a reputation of honesty and integrity, while also providing timely, superior service to our clients. Finding the correct partner is essential to a successful transition, and knowing your clients, your friends, will be in good hands for the future is the first step in this process.
The sale of your business will be challenging and it is critical to have a partner to guide you through the numerous complexities that you will be faced with. Through our affiliation with Frist Allied Securities, we offer extensive experience in practice acquisition:
- Due diligence
- Deal structuring
You owe it to yourself, your family and your clients to establish a future for your practice. When you’re ready to learn more, talk to us about your desired outcome for your business.