Your Success Is Our Success
Legacy Partners is comprised of worldwide best-in-class expert advisors.
President & CEO
President & CEO of Legacy Partners, LLC, an exit planning and M&A advisory firm dedicated to serving privately held, middle-market business owners, in creating and executing successful exit strategies resulting in the harvesting and preservation of wealth.
She began her career as a CPA for Coopers & Lybrand, the company that later became PricewaterhouseCoopers following a merger, and subsequently served as an asset manager with Northwest Asset Management in Los Angeles.
Following her positions in the corporate world, Chris became an entrepreneur and has successfully built and sold multiple businesses. She has over twenty years of experience consulting for M&A firms and privately held businesses as they grow and ultimately execute their exit plans.
Chris speaks internationally on exit planning and mergers and acquisitions, is an expert contributor for media outlets, a guest lecturer for Harvard University’s Entrepreneurship and Innovation class. She is also the bestselling author of 7 Steps to Entrepreneurial Victory.
Her newest book, Master Your Exit Plan: Sell Your Business, Preserve Your Legacy offers a step-by-step roadmap to successfully selling a business and includes in-depth advice from five preeminent industry
contributors. Learn more at legacypartnersllp.com.
Chris graduated from the State University of New York College at Oswego with a B.S. in Accounting/Economics. She is also a Certified Exit Planning Advisor, Certified Value Growth Advisor, and Certified Public Accountant (inactive).
Jonathan Kim, JD, MBA is a provider of legal and advisory services on complex corporate, regulatory & compliance, governance and alternative dispute resolution matters.
As Lead Counsel on strategic corporate matters, including M&A transactions, he helps to minimize outside legal costs by identifying suitable Co-Counsel to handle all legal and deal-making services, retaining Co-Counsel on behalf of such clients and overseeing the work of Co-Counsel during the course of their representations. His state and federal bar admissions include CT, DC, FL, GA, MA, NY, the EDNY and SDNY. Jonathan is a Practicing Fellow at the Millstein Center for Global Markets and Corporate Ownership at Columbia Law School and a Guest Lecturer at the University of Miami’s Herbert Business School in their Business Law Department.
Jonathan holds a BA from Brown University, an MBA from the Yale School of Management and a JD from Georgetown University Law Center.
Valuation & Optimization Advisor
Gary Applegate is an expert in strategic planning, operational and organizational consulting, financial modeling and is instrumental in the valuation and optimization components of our Master Exit Plan.
He has assisted many privately held companies maximize their profitability and value through optimizing capital structure, securing growth capital, managing accelerated growth, employing financial and operational best practices. Gary graduated from the State University of New York College at Oswego with a BS degree in Accounting and is the founder of CenterPoint CFO.
Nitin Sahay responsibilities include financial research, modeling, and valuation in support of our valuation and optimization team. He has contributed to our clients’ exit process across industries. He has a Master’s Degree in Finance from ICFAI.
Director of Operations
Jaye Wahl is responsible for communications and marketing support and is dedicated to providing our clients with exceptional service.
Her experience includes supporting executives at Marriott International, Association Management Center and National Van Lines. She holds a BA in business administration and marketing management from Western Governors University.
Estate Planning Attorney
Perry M. Smith received his Bachelor of Arts Degree (honors) in Government and Policy Studies from Dartmouth College in 1980. He received his J.D. from American University (1984) and his LL.M. in Taxation from Boston University School of Law (1987).
He worked for U.S. Trust Company of New York (1980-1983) as a Trust Officer, the State Mutual Life Assurance Company (1984-1987), and the Law Department of The New England (1987-1990), as assistant counsel. He has worked previously with Commonwealth Financial Group (1990-1998, and 2006 through today) and Baystate Financial Group (2000-2006) as Director of Advanced Sales. He also spent two years (1998-2000) as a partner at Carlin, Charron & Rosen Financial Services, LLC – the financial arm of the then largest regional CPA firm in New England. He specializes in individual, estate and business planning focusing on creative solutions to client goals and issues with a close eye on their tax implications. He is currently admitted to practice in Massachusetts (1985) and New York (1985), as well as Federal District Court (1986), U.S. Tax Court (1988) and U.S. Supreme Court (1989).
In addition to his professional responsibilities, he has been a part-time instructor at Boston University’s Metropolitan College teaching CFP #6 (Estate and Business Planning) and Treasurer at Camp Mowglis, owned by the Holt -Elwell Memorial Foundation, which supports this 120 year old 7-week summer boy’s camp on Newfound Lake in New Hampshire. He resides in Wellesley with his wife, Eva Ribarits, J.D., LL.M.
Tom Rogerson, founding principal of GenLeg Co., is a recognized leader and pioneer in family governance and legacy planning.
After almost four decades on the fiduciary side at institutions such as BNY Mellon, Coopers and Lybrand, and Wilmington Trust, Tom teamed up with his wife, Cathy, a certified relationship coach, and started GenLeg Co., Inc. Together they provide guidance and education to families and their advisors, helping them transition significant capital, from one generation to the next.
Cathy Rogerson is a certified Relationship Coach and founding principal of GenLeg Co., Inc.
She and her husband Tom provide guidance and education to families and their advisors, helping them transition significant capital, both financial and relational, from one generation to the next.
Barbara is a Creative Director, with a BA in Graphic Design and more than 13 years of experience. She started working in the fashion industry and later developed as an Art Director of mass consumer brands. She has worked on communication strategies for recognized brands such as: Coca-Cola, Nike, Unilever and Nokia.
Germán is a former Professional Racing Driver. He started out working on Sports Sponsorships and later on founded his own Marketing agency. He is currently Managing Partner and Marketing Manager at Upshot, specialized in Digital Marketing, Social Media and Website development.
Madhumita has more than 10 years of experience in financial modeling, company valuations, and due diligence assignments across various industries like hospitality, financial services, food service and healthcare. She has previously worked at JP Morgan and Credit Swiss in India.
She holds an MBA in Finance from ICFAI University India.
Nikher has over 7 years of experience in the financial domain and is a highly qualified professionals engaged in investment analysis and financial research. He is expert in valuation, M&A analysis, start-up funding and data visualization.
He holds an MBA in Finance from NIT and has certificates from XLRI Jamshedpur and IIM Kolkata.
Shagun has more than 7 years of experience in the Financial Sector and is responsible for financial modeling & valuation and distilling complex financial data into clear, concise, and actionable reports that support decision-making for the founders. He has previously worked with KPMG India.
He holds an MBA in Finance from ICFAI University and is a CFA Level 3 candidate.
Boston – 617.314.9606
Sarasota – 941.388.8970
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