Why Legacy Partners?

If you are or should be considering a transition of ownership of your business, Legacy Partners can help enhance outcomes for you, your business and your family. We offer a combination of skills, credentials and experience in business valuation, investment banking and on corporate boards. This makes us uniquely qualified to help you and your advisors with a process that will effectively transition ownership of your business – whether it is retained within family control or sold.

Legacy Partners, LLC has no financial interest in your chosen outcome or in providing insurance or investment services. We will not undermine your relationship with your trusted advisors.

We have focused our business on business owners and their successful ownership transition.