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.


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

Financial, Business, Personal Plan

A successful exit strategy aligns your personal, financial, and business goals.

What do you ultimately want to achieve?

Business Valuation


75% of a privately held business owner's net worth is tied up in their company.

Do you know what your business is worth?

Business Optimization Plan

Value innovation is a strategy to create a business that stands out from the crowd.

Have you optimized your business and created transferable value?

Exit Strategy

66% of business owners are not familiar with their exit options and 83% have no written transition plan.

What is your action plan to exit and preserve your wealth?

Estate Plan

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?

Post Ownership Plan

93% Have no post-ownership life plan and 50% are forced to exit and dissatisfied.

What is your plan to maintain purpose and happiness in your next chapter?


Keep Your Business Afloat: Navigating Recessionary Pressure

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…

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Markets are in Turmoil: Prepare for the Future and Skate to the Puck

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…

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Does Pandemic=Lost Value?

What economic indicators to watch in the face of global economic disruption and 3 key drivers that fuel the merger and acquisition market.

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Top 3 Deal Killers

The mergers and acquisition market is on fire. And I mean white fire – hotter than it has ever been. We have, what I call, a perfect storm in deal…

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What Is The Value Of Your Business

What is my business worth? That is a frequent question asked and I always answer that question with a question: “Why do you want to know?” Understanding the value of…

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What is Your Exit Strategy?

According to the Exit Planning Institute, 50% of all privately held businesses will be forced to exit under duress. One of the five Ds that can kill a business will…

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Next Steps...

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