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?
I have received emails and calls from people who have seen me speak, professing that I was right when I said we would be in
Ready to find out more?
Boston – 617.314.9606
Sarasota – 941.260.8620
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