Welcome to Legacy Partners
We offer an unbiased, comprehensive, and process-driven approach that eliminates a business owner’s frustration and confusion as they prepare to transition the ownership of their company.
A successful exit that meets an owner’s business, financial, and personal goals requires our two-step Master Exit Planning® process:
(1) We create a Master Exit Plan® that serves as a blueprint to ensure the business and the owner are prepared to transition resulting in an optimal exit.
(2) We then execute the Master Exit Plan® with our world-class experts that specialize in mergers and acquisitions, internal transfers, and family governance.
Equity to Liquidity…Preserving Your Legacy for Generations to Come.
Master Exit Plan® - "Client Centric, Process Driven"
6 Comprehensive Steps
Business Valuation
Understanding value is the cornerstone to creating an effective Master Exit Plan.
Do you know what your business is worth?
Business Optimization
Driving transferable value ensures a business is well-positioned to exit.
Will your business attract an investor?
Personal Financial Plan
A sound exit strategy aligns your business, financial, and personal goals.
Are you clear on how a liquidity event will impact your financial future?
Exit Strategy
There are many transition options to consider.
Do you know which strategy will meet your objectives to exit or fuel growth?
Post Ownership Plan
93% of business owners have no post-ownership life plan and often experience dissatisfaction upon exit.
What is your plan intellectually, socially, physically for this next chapter?
Tax and Estate Plan Review
A comprehensive estate plan will ensure the wealth harvested from the sale of your business will be protected, distributed in a tax efficient manner, and fulfill your wishes.
Is your legacy protected?
