Clarity . Guidance . Execution

We create master exit plans® for privately held business owners in preparation for the sale of their business ENSURING THAT THE OWNER’S BUSINESS, FINANCIAL, AND PERSONAL GOALS ARE MET.

Welcome to Legacy Partners

Legacy Partners is an Exit Planning 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 prepare to transition the ownership of their company.

Equity to Liquidity…Preserving Your Legacy for Generations to Come.

Mergers and Acquisitions Advisory Services

We Offer Sell-Side Only Mergers and Acquisitions Advisory Services

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.

Master Exit Plan® - "Client Centric, Process Driven"

6 comprehensive steps

Business Valuation

Understanding value is the cornerstone to creating an effective Master Exit Plan.

Do you know what your business is worth?

Business Optimization

Driving transferable value ensures a business is well-positioned to exit.

Will your business attract an investor?

Personal Financial Plan

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

Are you clear on how a liquidity event will impact your financial future?

Exit Strategy

There are many transition options to consider.

Do you know which strategy will meet your objectives to exit or fuel growth?

Post Ownership Plan

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?

Tax and Estate Plan Review

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?

Are You Prepared to Exit Your Business?

0 %
of Business Owners Plan to Transition Out Over The Next 10 Years.
0 %
of Privately Held Business Owners Leave 80% of the Value on The Table Upon Exit.


Next Steps

Ready to find out more?

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