legacypartnersllp.comLegacy Partners | Strategic Exit Planning

Advisors (Boston) (Sarasota) 617.314.9606 info@legacypartnersllp.com Overview Message from the CEO Master Exit Planning Business Valuation Business Optimization Personal Financial Plan Exit Strategy Post Ownership Plan Tax and Estate Plan Review Insights Blog Case Studies Media Contact FAQ Menu Overview Message from the CEO Master Exit Planning Business Valuation Business Optimization Personal Financial Plan Exit Strategy Post Ownership Plan Tax and Estate Plan Review Insights Blog Case Studies Media Contact FAQ Clarity . Guidance . Execution We create master exit plans® for privately held business owners in preparation for the sale of their business ENSURING THAT THE OWNER’S BUSINESS, FINANCIAL, AND PERSONAL GOALS ARE MET. Learn More Welcome to Legacy Partners Legacy Partners is an Exit Planning Advisory firm that specializes in creating and executing strategic Master Exit Plans® for the owners of privately held companies in the middle market. 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. Equity to Liquidity…Preserving Your Legacy for Generations to Come. Exit Planning Services Mergers and Acquisitions Advisory Services We Offer Sell-Side Only Mergers and Acquisitions Advisory Services With decades of collective experience, our Mergers and Acquisitions Advisory Team, led by Jonathan Kim, is comprised of industry experts that manage the entire sale process with only the business owner’s best interest in mind. From marketing your business to a pool of buyers, to negotiating, due diligence and close, we advise you every step of the way. M&A Advisory Services 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? Learn MoreBusiness Optimization Driving transferable value ensures a business is well-positioned to exit. Will your business attract an investor? Learn MorePersonal 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? 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% 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? Learn MoreTax 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? Learn MoreAre You Prepared to Exit Your Business? 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. 0 % Take the Quiz to Find out if You’re Ready to Exit Insights Exploring Your Business Exit Options: ESOPs and MBOs Chris Vanderzyden May 8, 2024 Essentially, an ESOP is a retirement plan trust that buys, holds, and sells company stock on behalf of employees. It’s a powerful motivator for employees that fuels growth and can help maintain brand identity and business legacy. Read More » The #1 Reason Business Owners Regret Selling Their Business Chris Vanderzyden March 19, 2024 Proper preparation is essential to safeguard an owner’s business legacy, ensuring a smooth transition, and ultimately leading to a life of post-ownership with continued fulfillment. Read More » 4 Risks of Talking to a Buyer Directly Chris Vanderzyden February 29, 2024 Buyers are very motivated to go directly to a business owner in search of what we call a proprietary deal. No competition. Without advisement and following the proper Mergers and Acquisitions process, a business owner will not receive full value for the company. In addition, future risk in the deal and the tax impact will not be mitigated. Read More » Read More Insights Next Steps Ready to find out more? Let’s Get in Touch Contact Us info@legacypartnersllp.com US Based with Global Reach 617.314.9606 OverviewMaster Exit Planning Our Process Insights Case Studies Media Hire Chris to Speak Contact FAQ OverviewMaster Exit Planning Our Process Insights Case Studies Media Hire Chris to Speak Contact FAQ OverviewMaster Exit Planning Our Process Insights Case Studies Media Hire Chris to Speak Contact FAQ OverviewMaster Exit Planning Our Process Insights Case Studies Media Hire Chris to Speak Contact FAQ Copyright © 2023 Legacy Partners LLC | Exit...