Business Valuations

Select the standard valuation for the broker dealer you work with. Our quick checkout process allows you to get started right away!

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 numbers came from and how key variables can impact the value of your practice.

Valuations Preview
Not only is there pricing fair, but they are in my opinion, the superior and best option when it comes to the other resources/companies we have to choose from. Their professionalism and responsiveness is world class.
Ivy Peterson
Gold Coast Wealth Advisors
An Advisor Legacy valuation gives you a great overall summary of the practice, shows you where you need to focus, and if there is an area you are weak in, they are going to be quick to point it out.
David McKinley
President, McKinley Carter