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Exit Planning

Exit Planning

Recognizing that the sale of your business is just one component of exiting, our service utilizes a holistic approach. The process begins by creating a Master Exit Plan that integrates the following key components of your business and personal planning.

Business Valuation

Optimization Plan

Exit Strategy

Personal Financial Planning

Post Ownership Planning

Estate Plan Review

Legacy Partners serves the privately held middle-market business owner in a comprehensive fashion.

We offer the full spectrum of advisory services to evaluate, strategize and sell your business through our Exit Planning and Mergers and Acquisition Advisory Services.

Contact Legacy Partners to learn how we can help sell your business.

Next Steps

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Boston – 617.314.9606
Sarasota – 941.388.8970

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