76% of business owners plan to transition out over the next 10 years.
Are You Prepared to Exit Your Business?
80% of Privately Held Business Owners Leave 80% of the Value On the Table Upon Exit.
Providing Unbiased Comprehensive Strategies for Exiting Business Owners
Our Nationwide Network of Financial Planning, Valuation, Optimization, and Mergers & Acquisition Partners Are Experts in their Fields.
With Our Partners We Design Creative Exit Plans that Protect Your Wealth.
WELCOME TO LEGACY PARTNERS
Legacy Partners is a merger and acquisition advisory firm dedicated to serving privately held middle market businesses in a comprehensive and unbiased manner. We are a group of trusted advisors focused upon guiding business owners to create and execute an exit strategy that aligns their personal, financial, and business goals and ultimately preserves their legacy…for generations to come.
Our Exit Planning Process
An estate plan that is fully integrated with your business exit strategy ensures that taxes will be minimized and your wealth preserved.
Are you part of the 60% of business owners who have no or incomplete estate planning?
April 1, and payments are due. Then there will be May 1, June 1…Rent, mortgage, auto loans, quarterly payments for insurance, credit cards, utilities, etc. all coming due. As of…Read More >
Is now a good time to start planning your business exit? If the number of phone calls and emails we have received in the last two weeks from business owners…Read More >
Ready to find out more?