Become a LAN Advisor

Access a fully integrated system of people, processes and tools designed to accelerate your success and achieve exponential business growth.

Our national network of advisors is dedicated to helping business owners create an abundant future for themselves, their families, their employees and their communities. LAN is dedicated to helping you succeed in serving their needs and growing your firm.

Our process and solutions help you help business owners:

Implement a Roadmap for Success

Identify and Address Issues & Opportunities

Understand the Value of Their Business

Protect & Grow Their Business

Prepare for Their Exit

Receive Tailored Support Throughout

Get the Best-in-Class LAN Playbook.

Our members support each other’s work through best practice sharing and collaborative client opportunities, leveraging the extensive network of advisors in LAN. Working together generates growth among our member firms and opens up significant client engagements not available to a sole advisor.

We Deliver the 4 P’s You Need.

People

Network members are thought leaders and experts in their fields, allowing you to confidently engage with professionals delivering top-tier succession and exit planning, business coaching, and related client solutions. Collaborate, grow your business, and expand your skillset with peers as dedicated as you are.

Practice Enhancement

LAN provides regular peer networking opportunities and professional development programs that help you excel at managing your business and position our network members as the preferred succession and exit planning advisors across the U.S.

Processes & Tools

Our proprietary, disciplined process and best-in-class tech stack let us provide exceptional, uncompromising service to our markets. We put the resources you need right at your fingertips and always negotiate the best rates to keep costs manageable.

Promotion

We’ll help you get the message out. Branding support and marketing best practices are only a few of the ways LAN will work to position you as a thought leader in your industry, guiding you and providing the tools you need every step of the way.

How Can I Become a LAN Advisor?

We invite applications for membership from advisors with:

  • A passion for serving privately held and family-owned businesses

  • At least 5 years of practice in the business owner market

  • The CEPA® or CExP designation, a commitment to pursue an exit planning designation​, or mastery in serving the business owner market

  • Referrals from professionals within the industry

  • A commitment to fully engage in our Legacy Advisors Network

 

Ready to Take Your Business to the Next Level?

Choose a Membership Option.

Apply for membership with LAN today and access our network of advisors, tools and technology to accelerate the growth of your business, better serve your clients, and stay on the industry’s leading edge.

Individual Advisor Membership

$400 /mo

This membership is for an individual advisor seeking to join LAN.

Firm
Membership

$600 /mo

This membership offers a discounted rate to advisory firms with up to three advisors who wish to join LAN.