In order for a business owner to successfully sell their business and go forward into their next chapter in life with ease and confidence, it is critical they create a Master Exit Plan that is comprehensive and integrates an owner’s business, personal, and financial planning.
The reason for these failures is a profound lack of preparation.
Our holistic approach aligns all aspects of your life as a business owner, so that when we guide you through the execution of the sale of your business we are assured that your goals will be met, and your legacy protected.
A Master Exit Plan provides:
"With an unsolicited offer in hand, I recognized that I needed to understand the value of my business because eventually, I will want to exit my business. I engaged Legacy Partners whose process in developing an exit plan not only provided a valuation but also identified opportunities for growth and specific steps to increase the value of my business. The information I received was industry-specific and I am now executing the growth plan and continuing to work with Legacy Partners so that when I do decide to exit my business, I will be ready. I highly recommend Legacy because they combine their intelligence, experience, and passion to help you arrive at the decision that is best for you."
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