PHASE ONE

DESIGN

The Strategy


We create a step-by-step strategic path

  • Educate
  • Discover
  • Prepare
EXPLORE PHASE ONE

PHASE TWO

MONETIZE

The Plan


We find a buyer, negotiate & close

  • Market    
  • Screen    
  • Negotiate
EXPLORE PHASE TWO

PHASE THREE

ENJOY

The Rewards


We set you on a path of success

  • Transition           
  • Fund & Monitor
  • Pursue Purpose
EXPLORE PHASE THREE

We're your partners to guide you through this journey.

The result will be a strong legacy, a satisfying exit, and no regrets.

At Your Legacy Partners, our goal is to transform the owner’s experience of extracting value from their business and eventual exit. We do this by helping integrate your ideal exit plan into your overall business strategy.
The ideal exit plan not only includes the timing of actions, details of roles and how monetization will occur but, it also aligns with your overall financial plan, family values and ongoing personal interests.
An owner’s exit from their business is too often viewed as a one-time event, that includes a lot of stress and uncertainty. So, we spend a lot of time educating you about options, understanding your goals/desires and creating an approach that meets your ideal, yet realistic, scenario…so you feel prepared.
We’re your partner, guiding you through the entire transition process, leaving you in total control of ultimate decisions so you can create the legacy and future you want.
Nick Arellano, CFP®, CIMA®, CVA®, CEPA®

Founder & CEO

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