Business Legacy Strategies

We empower business owners to secure their futures by providing a roadmap for the eventual transition from their businesses. Through our collaborative process, we help owners clarify options and make informed decisions to achieve success in business, financial, and personal goals.
Contact us to learn how we can help you sell your business to an outsider (external sale) or transition the ownership of your business to your family or employees (internal sale).

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Successful Succession or Strategic Exit?

Whether you intend to transfer your business to a family member, your management team, merge with a strategic competitor or sell to an external buyer…a successful plan will take time to properly execute. If you don’t have a plan today…what are the chances your transition will be successful tomorrow?

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Are You Ready?

Take our 20 question confidential survey to help assess your transition readiness. You will receive our six-page report immediately.

Take the survey

Do you need the value of the equity built up inside your business to supplement your retirement?

Do you know the value of your business?

Do you have a succession plan?

What are your plans for yourself?

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Business Legacy Strategies