We create master exit plans for privately held business owners in preparation for the sale of their business.
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.
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.
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?
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 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?
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?
As the year comes to a close, there are two ways to set your business up for a prosperous new year. Learn audit and tax strategies to protect your wealth.
As the year comes to a close, there are two ways to set your business up for a prosperous new year. Learn audit and tax strategies to protect your wealth.
An exit plan aligns an owner’s business, financial, and personal goals and is a living document, so it is continuously revised as the business scales. It serves as a guide for the business owner as they prioritize critical decisions to scale the company. This ensures that as the company grows transferable value is increased and the business will attract investors when they go to market.
info@legacypartnersllp.com
Boston – 617.314.9606
Sarasota – 941.388.8970
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