Creating And Executing Strategic Exit Plans For Privately Held Business Owners
Legacy Partners is a Mergers & Acquisitions Advisory firm that specializes in creating and executing Strategic 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 exit via a sale to a third party.
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% of business owners 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?
Most business owners don’t understand the value of their business and have no idea how to negotiate or structure a deal to mitigate taxes. And, they certainly don’t have access to buyers. So they lock onto the one buyer who calls. A good M&A firm can help.
Ready to find out more?
Boston – 617.314.9606
Sarasota – 941.388.8970
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