Creating And Executing Strategic Exit Plans For Privately Held Business Owners
Legacy Partners is a national network of world-class advisors who create and execute strategic exit plans that ensure an owner’s business, financial, and personal goals are met. We offer a comprehensive approach that eliminates a business owner’s frustration and confusion as they engage in the process of transition.
Equity to Liquidity…Preserving Your Legacy for Generations to Come.
Understanding value is the cornerstone to creating an effective exit strategy.
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 your current plans integrated for financial success?
There are many transition options to consider.
Do you know which strategy will meet your objectives to exit or fuel growth?
93% have no post-ownership life plan and often experience dissatisfaction upon exit.
What is your plan to maintain purpose, happiness, and family harmony?
An estate plan that is fully coordinated with your business exit strategy ensures that taxes will be minimized and your wealth preserved.
Is your legacy protected?
As 2020 moves into the rear-view mirror we are looking forward to 2021 through an optimistic lens. Looking back this year our clients were successful
Selling their business to a 3rd party is the most common exit strategy chosen by a privately held business owner. We are currently in the
Selling a business is nothing like selling a house. In my neck of the woods, real estate is moving like hotcakes. Our mountains are exactly
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