At KMG, we understand that your succession and the legacy of your client service represents one of the major professional and personal milestones in your life. Our expert consultants will spend time understanding your goals. We work hard to ensure that you make a meaningful and informed decision based upon fit. We want each seller to feel 100% confident that they picked the absolutely best candidate to take over their practice and serve their client base.
The process begins with a complimentary consultation with one of our succession planning experts. During this meeting we will discuss your goals and describe how we can assist you in achieving a successful sale of your practice. You likely have many questions, and we are here to provide all of the information that you need.
Once you’ve decided to engage our services, we will enter into an agreement, and begin gathering the important data about your practice and your specific goals. Once complete, a profile of your practice will be listed for sale on Legacy Choice.
Eligible buyers, who are members of Legacy Choice, will receive notification upon the listing of your practice. Buyers will review your listing and may decide to “express interest” in your practice. We will work with you to screen the list of potential buyers and narrow it down to those who represent the best possible matches.
Once the “best match” buyers have been identified, we will send them an invitation to place a bid for your practice. Each potential buyer must submit a bid containing specific terms and conditions so that bids can be easily compared. Those who submit bids are showing that they are serious about the process and willing to move forward.
This is a very important decision for you, and we want you to have all of the information that you need. Rather than focusing only on the financial data, we help you identify the buyer's qualities. Our primary objective is finding a buyer who is the best fit for your practice. Through our professional interviewing process, we help you really get to know each candidate. We ask the right kinds of questions so that you feel 100% confident in the choice that you make.
Our experts will help you analyze the interview results, review the offers, and negotiate the final deal with the best candidate(s). Once you have selected the buyer, we will help you with all aspects of closing the deal and transitioning the practice. We will work with attorneys, accountants, banks, and other professionals to ensure that your succession goes as planned.
Please contact us today to schedule a free consultation with one of our succession planning experts at info@advisorlegacy.com or visit our website and fill out our contact form.
If you are a buyer, click here to see How It Works for Buyers
