Strategy Execution

With your Exit Strategy Solution Report in hand Business Legacy Strategies will act as your independent quarterback assuming responsibility for all coordination between lawyers, bankers, financial advisors and attorneys. We can also assume the role of facilitator providing consulting expertise in qualifying potential buyers, executing due diligence, and closing deals.


“The best teamwork comes from men who are working independently toward one goal in unison”
-James Cash Penney

When additional expertise is required Business Legacy Strategies will recommend and work closely with your designated M & A or Private Equity partner ensuring clear communications between all advisors.

By removing this burden from your plate we will free you to focus on your immediate needs whether they be executing your growth strategy, preparing for sale or passing the torch to the next generation.


man in suit playing chess

Other important benefits include:

  • Establishing an executable timeline holding business owners and their advisory team accountable for their designated milestones.
  • Providing an execution structure that the business owner can follow while allowing them continued focus on the day-to-day operation of their business.
  • Ensuring that your agenda is paramount to those of your individual advisors.
  • While leading meetings, as your designated “Quarterback” Business Legacy Strategies will allow you to receive unfiltered information enabling your advisors work more closely together.
  • Smoothing the way to a Successful Succession.

Your business, big or small is a reflection of your life’s work. It should possible for most owners to put an exclamation point on what they have achieved by successfully exiting on their own terms. 80% fail because they fail to plan. Planning is what we do best.