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.
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.
Ready to find out more?
Boston – 617.314.9606
Sarasota – 941.388.8970
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