Business Legacy Strategies was founded by Stephen Vesey of Vesey and Weeks PC and Eric Bratt in 2106 with the purpose of providing clients with full-service transition and exit planning resources. Our job is to partner with and quarterback your current team of advisors to achieve your transition goals.

Transitioning and exit planning require the involvement of many disciplines. Business Legacy Strategies is a collaborative of trusted advisors and professionals from different professional orientations who participate in projects on an as-needed basis. These may include supporting family-owned businesses as they prepare for a transition or providing legal or financial advice to ensure the best outcome.

Business owner at desk

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 their financial and personal goals.

Our team of collaborators is made up of CPAs, attorneys, brokers, small market M & A advisors and consultants with various areas of expertise including:

  • Accounting and taxation
  • Estate and legacy planning
  • Business valuation
  • Leadership development
  • Business operation analysis & improvement
  • Financial services
  • Commercial lending
  • Deferred compensation
  • Merger and acquisitions
  • Transactional law
  • Executive coaching