$10MM revenue, 30-year well-established building automation company unexpectedly received an offer from a competitor.
Without an advisor, the owner tried to negotiate a deal on his own. The negotiations dragged on while the owner provided confidential information about his company without a proper NDA to protect his proprietary information putting the business at risk. He did not know the value of the business so he could not assess if the offer received was at market. He also did not understand the terms, how to mitigate taxes, or the potential impact of a liquidity event on his wealth.
His wealth manager recognized that he desperately needed guidance in preparing and executing the sale of his business and referred him to Legacy Partners.
We created and executed a Master Exit Plan®, selling the Company for 47% over the original offer and negotiating the structure of the deal that resulted in a tax savings for the seller of over $1MM in taxes.
$49MM revenue, 20-year, well-established manufacturing and distribution company owned by two partners who did not have an exit strategy in place but had received an offer from a buyer to purchase 100% of the business.
Legacy Partners created an actionable Master Exit Plan® that answered all of the above questions and addressed both partners distinct and shared business, financial, and personal goals. Revenue increased 41.3% within eight months of activating their plan.
Multi-generation hospitality company owned equally by two siblings ready to retire. Two children, also working in the business, were interested in taking over ownership.
The business was sold to an external buyer for just under $60MM which was within 4% of our calculated enterprise value. The children transitioned into positions under the new ownership. The father also provided seed capital for them to start their own businesses in the future that are more aligned with their personal passions.
$6.6 MM revenue technology company was being actively pursued by investors. The owner wanted a valuation and analysis of the business through a buyer’s lens so he could understand the proper strategy to deploy in order to grow the company and increase value and marketability in anticipation of a future exit via a sale to a third-party.
Legacy Partners created an actionable Master Exit Plan® that answered the above questions, which enabled the owner to make informed decisions that would support his goals. Revenue increased 56% and EBITDA 95% within two years of executing the plan.
Well-established, $60MM revenue construction company of 20+ years needed advice and representation on the sale of their business to a private equity group as part of an industry roll-up merger.
This family-owned, highly competitive, capital-intensive business had one son working in a key role. Having started the business from the ground up, the owners were ready to retire.
The project culminated in a highly competitive limited auction, successfully engaging 47 qualified buyers. This robust market interest generated three formal Letters of Intent (LOIs), providing the leverage necessary to secure a premier deal structure. The final transaction exceeded $30MM in total cash value, complemented by a strategic equity roll and comprehensive employment agreements for key personnel.
The owners of a well-established, four-location, pet service business were ready to retire and needed guidance to prepare and execute the sale their company.
Legacy's M&A process was engineered to maximize market reach while maintaining strict confidentiality. This approach successfully engaged 58 prospective buyers within a targeted limited auction, resulting in 8 executed NDAs from highly qualified parties. The competitive environment culminated in 3 formal Letters of Intent (LOIs), providing the necessary leverage to negotiate optimal deal terms and valuation. Business was sold for $26MM+ and the owners were able to pay off debt and fully fund their retirement with the net proceeds, meeting their business, financial, and personal goals.
Family owned business for 20+ years, with consistent year-over-year growth due to their exemplary reputation for high-quality, fast, honest, and friendly service, received an unsolicited offer from a strategic buyer.
With two sons working in the business, they were considering passing the business to the next generation but were unsure whether a family succession could meet their business, personal, and financial goals.
Legacy Partners created an actionable Master Exit Plan® that established a comprehensive family succession framework, transitioning the business from a founder-led model to a multi-generational structure. This process defined a clear timeline for the transfer of both leadership and ownership, underpinned by implemented tax mitigation strategies designed to preserve family wealth. To ensure long-term continuity, a formal Successor Preparation Plan was launched for the owners' sons, facilitating a phased shift in operational responsibilities. These results provided the owners with a structured path to retirement while securing the company’s legacy and financial stability for the next generation.