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- Legacy Partners | Merger & Acquisition Advisors, Exit Planning (Boston) (Sarasota) 617.314.9606 (Boston) 941.260.8620 (Sarasota) info@legacypartnersllp.com OverviewOur Process Business Valuation Business Optimization Business, Financial, Personal Plan Exit Strategy Post Ownership Plan Family Estate Plan Insights Contact Menu OverviewOur Process Business Valuation Business Optimization Business, Financial, Personal Plan Exit Strategy Post Ownership Plan Family Estate Plan Insights Contact Clarity . Guidance . Execution Creating And Executing Strategic Exit Plans For Privately Held Business Owners Learn More Welcome to Legacy Partners Legacy Partners is a national network of world-class advisors who create and execute strategic exit plans that ensure an owner’s business, financial, and personal goals are met. We offer a comprehensive approach that eliminates a business owner’s frustration and confusion as they engage in the process of transition. Equity to Liquidity…Preserving Your Legacy for Generations to Come. Email Us For More Info Exit Planning – Process Driven 6 comprehensive steps Business Valuation Understanding value is the cornerstone to creating an effective exit strategy. Do you know what your business is worth? Learn MoreBusiness Optimization Driving transferable value ensures a business is well-positioned to exit. Will your business attract an investor? Learn MoreBusiness, Financial, Personal Plan A sound exit strategy aligns your business, financial, and personal goals. Are your current plans integrated for financial success? Learn MoreExit Strategy There are many transition options to consider. Do you know which strategy will meet your objectives to exit or fuel growth? Learn MorePost Ownership Plan 93% have no post-ownership life plan and often experience dissatisfaction upon exit. What is your plan to maintain purpose, happiness, and family harmony? Learn MoreFamily Estate Plan An estate plan that is fully coordinated with your business exit strategy ensures that taxes will be minimized and your wealth preserved. Is your legacy protected? Learn MoreAre You Prepared to Exit Your Business? 0 % of Business Owners Plan to Transition Out Over The Next 10 Years. 0 % of Privately Held Business Owners Leave 80% of the Value on The Table Upon Exit. Contact Us For An Assessment Of Your Exit Plan Insights 3 Clues You’re Ready For a Successful Exit Chris Vanderzyden December 16, 2020 As 2020 moves into the rear-view mirror we are looking forward to 2021 through an optimistic lens. Looking back this year our clients were successful Read More » The 3 Exit Strategy Decisions that Can Cost You Millions Chris Vanderzyden October 21, 2020 Selling their business to a 3rd party is the most common exit strategy chosen by a privately held business owner. We are currently in the Read More » The 3 Types of Buyers Who Invest in Businesses Chris Vanderzyden September 17, 2020 Selling a business is nothing like selling a house. In my neck of the woods, real estate is moving like hotcakes. Our mountains are exactly Read More » Read More Insights Next Steps Ready to find out more? Let’s Get in Touch Contact Us info@legacypartnersllp.com Boston – 617.314.9606 Sarasota – 941.260.8620 OverviewOur Process Insights Contact Menu OverviewOur Process Insights Contact OverviewOur Process Insights Contact Menu OverviewOur Process Insights Contact Copyright © 2020 Legacy Partners LLP | Exit Planning | Merger &...