Clarity . Guidance . Execution

Creating And Executing Strategic Exit Plans For Privately Held Business Owners

Welcome to Legacy Partners

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.

Exit Planning – Process Driven

6 comprehensive steps

Business Valuation

Understanding value is the cornerstone to creating an effective exit strategy.

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?

Business, Financial, Personal Plan

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

Are your current plans integrated for financial success?

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% have no post-ownership life plan and often experience dissatisfaction upon exit.

What is your plan to maintain purpose, happiness, and family harmony?

Family Estate Plan

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?

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?

Contact Us

Boston – 617.314.9606
Sarasota – 941.260.8620

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