Maximize Your Practice's Value
On Your Terms

Legacy Wealth Recruiting offers personalized, confidential guidance to help financial advisors buy, sell, or monetize their business. No pressure. No cost. Just clarity.

Request Your Practice Valuation

Practice Valuation

Get a comprehensive, confidential valuation of your financial advisory practice to understand its true market value.

Buy/Sell Guidance

Expert guidance through the entire process of buying or selling your financial advisory practice.

Monetization Strategies

Explore various options to monetize your practice while maintaining control and maximizing value.

Why Financial Advisors Choose NextStep

Your financial advisory practice represents years of hard work, client relationships, and business growth. When it comes time to transition, you deserve expert guidance that puts your interests first. At Legacy Wealth Recruiting, we understand the unique challenges of practice transitions and provide personalized solutions that maximize your value while ensuring a smooth process.

Our clients trust us because we offer transparent, no-pressure guidance that helps them make informed decisions about their practice's future.

Confidentiality

Your practice information and transition plans remain completely confidential. We understand the sensitive nature of these discussions.

No Pressure

We provide guidance and options without any pressure to make decisions. You control the timeline and process.

Financial advisor working on practice valuation and transition planning
“Legacy Wealth Recruiting provided exceptional guidance throughout our practice transition. Their expertise in practice valuation and the selling process was invaluable. They helped us maximize our practice value while ensuring a smooth transition for our clients.”
Sarah Johnson Senior Financial Advisor

Why Choose Legacy Wealth Recruiting

With over 30 years of experience in financial services recruiting and M&A, Legacy Wealth Recruiting serves as your dedicated partner in navigating the most important decisions of your career. Whether you're preparing for succession, looking to grow inorganically, or just curious about your valuation, we're here to help—without ever compromising confidentiality or control.

Confidential Process

Your identity and information are never shared without your permission.

Advisor-First Philosophy

We're not recruiters. We're long-term partners who put your interests first.

Unmatched Network Access

Gain access to a vetted network of over 300,000+ firms and advisors nationwide.

How it works?

Valuate, Plan, Transition

1

Practice Assessment

We begin with a comprehensive evaluation of your practice, including client base analysis, revenue streams, and growth potential to determine its true market value.

2

Transition Planning

We develop a customized transition strategy that aligns with your goals, timeline, and desired outcomes, whether you're buying, selling, or monetizing.

3

Execution & Support

We guide you through every step of the transition process, ensuring a smooth handoff that protects your interests and maintains client relationships.

An Unprecedented Decade of Opportunity

The next 10 years will see the largest transfer of wealth management practices in history. This creates an incredible opportunity for forward-thinking advisors.

~35%

Of Advisors Set to Retire in 8 Years

Your Options: Monetization Without Giving Up Control

Explore flexible strategies to unlock value from your practice while maintaining the level of control that works for you.

Minority Equity Sale

Key Advantages
  • Maintain control of your practice
  • Immediate liquidity event
  • Keep running your practice on your terms
  • Access to growth resources and capital

Full Practice Sale

Key Advantages
  • Maximum value for your practice
  • Clean, complete exit strategy
  • No ongoing business obligations
  • Professional transition support for clients

Sell & Stay Models

Key Advantages
  • Significant liquidity event upfront
  • Continue working with your clients
  • Reduced administrative and compliance burden
  • Focus purely on client service and growth

Understanding the Financial Upside

What's Your Practice Really Worth?

Practice Valuation Is Imperative but Complicated

Determining your practice's true worth involves dozens of nuanced factors that most advisors don't fully understand. From revenue multiples and client demographics to growth projections and market conditions—every detail matters. The difference between getting it right and getting it wrong can be hundreds of thousands or even millions of dollars.

Too many advisors accidentally leave money on the table because they don't understand the complexities of deal structures, timing considerations, or negotiation strategies. That's why we strongly urge advisors to work with us for a free, in-depth consultation.

Don't Navigate This Alone

Our expertise ensures you understand exactly what your practice is worth and how to maximize that value—completely free of charge.

Don't leave money on the table. Get the expert guidance you deserve.

Get Your Free Consultation

Curious About Your Valuation? It's Free!

Most advisors don't know what their business is worth. That's where we come in. We'll provide a confidential valuation range and market benchmarking—no strings attached.

Our Approach

Strategic Consultation

FREE

Comprehensive strategic guidance for your transition journey

  • Transition Strategy Development
  • Market Opportunity Assessment
  • Deal Structure Guidance
  • Timeline & Process Planning
  • Ongoing Advisory Support
  • Complete Confidentiality Guaranteed
  • No Pressure, No Obligations
Start the Conversation

We are completely free and only benefit from helping advisors benefit. We are completely on the advisor's side—no hidden fees, no surprises.

Let's get started

We're here to help you get started with AI. We'll work with you to understand your needs and goals, and then we'll build a custom solution for you.

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