Clarity . Guidance . Execution

Creating And Executing Strategic Exit Plans For Privately Held Business Owners

Welcome to Legacy Partners

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.

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% 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?

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.


Three Reasons To Sell Your Business in 2021

While many business owners are concerned that they won’t get top dollar for their business after a tumultuous year, there are three strong factors that may actually make this the best year to sell your business and grow your wealth.

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The Value of a Mergers & Acquisitions Auction Process

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.

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3 Clues You’re Ready For a Successful Exit

Businesses that had great teams who were proactive in their response to the pandemic and can demonstrate reliable and/or recurring revenue will be rewarded next year when they go to market. Are you ready to exit?

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Next Steps

Ready to find out more?

Contact Us

Boston – 617.314.9606
Sarasota – 941.388.8970

Copyright © 2021 Legacy Partners LLP | Exit Planning | Merger & Acquisition Advisors