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Todd Doherty

Vice President @Advisor Legacy

Leavenworth, WA, US
EMAILS
t•••••••@advisorlegacy.com
MOBILE NUMBERS
+15•••••••51

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WORK HISTORY

Aug 2013 — Present

Vice President @Advisor Legacy

Helping Financial Advisors grow, protect and monetize their practice equity.

SKILLS

ManagementBusiness ValuationBudgetsFinanceProblem SolvingBusiness PlanningOperations ManagementBusiness DevelopmentP&LPlanningProfitabilityBusiness AnalysisMentoringAnalysisStrategic PlanningInternational BusinessFinancial AnalysisMicrosoft ExcelNegotiationProfitP&L ManagementPublic SpeakingCoachingBusiness StrategyFinancial ManagementExcelPerformance ManagementMergers & AcquisitionsEntrepreneurshipSalesSales OperationsNew Business DevelopmentMergersContract NegotiationSellingStart-UpsBudgetingRetailEntrepreneurSmall Business

ABOUT TODD DOHERTY

Mergers and Acquisitions Consultant / Specialist in the Financial Services Industry Fifteen years of senior leadership experience including the following: Chief Operating Officer - Esco and Associates (Financial Services); VP of Mergers and Acquisitions – Crosby & Associates (Financial Services); Senior Director of Operations – Cartridge World North America (global franchise company); Manager Franchise Engagement and Implementation – Ameriprise Financial (Fortune 200 financial services company). Core Competencies Negotiations - Business Valuation Analysis - Succession and Acquisition Consulting - Business Development - Strategic Initiative Planning and Execution – Business Operations Program Development and Management – P&L and Budget Management – Coaching – Multi Unit Business Management – Profitability Optimization – Presentation Development and Public Speaking. Specialties: Mergers and Acquisitions: Business Valuation | Succession | Acquisition

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