Advisor Legacy works with founding advisors and next-generation advisors to design and implement internal succession plans that preserve client relationships and practice assets under management.

The firm uses advisors’ insights and feedback from succession and practice management teams in its Enterprise Partner network to develop educational resources, including a Turnkey Nextgen Deal Support Service.

Key features include earnings modeling and transition coaching, along with deal consulting and legal support. Nextgen advisors account for most of the inquiries for consultations and a significant portion of audience members during presentations.

They also account for a more diverse advisor population. The number of internal succession deals has increased by 20% over the past 12 months.