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.
A successful exit that meets an owner’s business, financial, and personal goals requires our two-step Master Exit Planning® process:
(1) We create a Master Exit Plan® that serves as a blueprint to ensure the business and the owner are prepared to transition resulting in an optimal exit.
(2) We then execute the Master Exit Plan® with our world-class experts that specialize in mergers and acquisitions, internal transfers, and family governance.
Equity to Liquidity…Preserving Your Legacy for Generations to Come.
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?
Due diligence may be the most feared aspect of the merger and acquisition (M&A) process for business owners, and their concern is valid. The results
You know the old saying, “Marry in haste, repent at leisure?” Dating back to 1693, it still stands the test of time—surprisingly, even in the
There are many tax strategies that can be deployed to ensure the mitigation of the tax impact when they sell their business. These include a separately managed account in an owner’s investment portfolio, deal structure opportunities, estate freezing and transfer techniques, and utilizing tax code options.
info@legacypartnersllp.com
US Based with Global Reach
617.314.9606
Copyright © 2025 Legacy Partners LLC | Exit Planning Advisors
