We create master exit plans for privately held business owners and execute the sale of their business.
Legacy Partners is a Mergers & Acquisitions Advisory firm that specializes in creating and executing strategic Master Exit Plans for the owners of privately held companies in the middle market.
We offer an unbiased, comprehensive, and process-driven approach that eliminates a business owner’s frustration and confusion as they exit via a sale to a third party.
Equity to Liquidity…Preserving Your Legacy for Generations to Come.
With decades of collective experience, our Mergers and Acquisitions Advisory Team, led by Jonathan Kim, is comprised of industry experts that manage the entire sale process with only the business owner’s best interest in mind. From marketing your business to a pool of buyers, to negotiating, due diligence and close, we advise you every step of the way.
Understanding value is the cornerstone to creating an effective Master Exit Plan.
Do you know what your business is worth?
Driving transferable value ensures a business is well-positioned to exit.
Will your business attract an investor?
A sound exit strategy aligns your business, financial, and personal goals.
Are you clear on how a liquidity event will impact your financial future?
There are many transition options to consider.
Do you know which strategy will meet your objectives to exit or fuel growth?
93% of business owners have no post-ownership life plan and often experience dissatisfaction upon exit.
What is your plan intellectually, socially, physically for this next chapter?
A comprehensive estate plan will ensure the wealth harvested from the sale of your business will be protected, distributed in a tax efficient manner, and fulfill your wishes.
Is your legacy protected?
Don’t let fear render you complacent when developing your exit strategy! It’s important to understand the economic indicators driving the M&A cycle. Economics aside, there are other considerations, such as whether your business is positioned to attract a buyer or if you’re in the optimal stage of development to go to market.
There are eight drivers we assess when valuing a business during our M&A Advisory process and one of the most important intangible assets that drive value is the human capital, or the leadership and people that create the revenue for a business.
Ready to find out more?
Boston – 617.314.9606
Sarasota – 941.388.8970
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