Your Legacy Partners is a boutique M&A advisory firm with a mission to help small business owners measure the value of their business assets to secure the business legacy.
We understand that it is about more than wealth.
We combine two decades of advising small business owners with years of experience as a buyer and investor. We bring our clients a unique perspective that helps enhance value, present several qualified buyers, and maximize proceeds.
Although we are industry agnostic, we have deep expertise in service companies and RIAs.
Our passion is helping small business owners get the most out of their companies through strategies that maximize the valuation. We understand that your business is something you have honed through years of hard work and dedication. You deserve to get the most value from your company to secure your legacy.
As your partner, we will dedicate all our efforts to achieving your goals.
Nick has a keen understanding of marketplace dynamics, drawn from two decades of industry experience advising business owners. During eight years at Morgan Stanley, Nick and his team focused on working with business owners planning a transition. During that time, he realized that he was most passionate about rolling up his sleeves and engaging directly with the owners to help enhance operations and create additional value.
Nick has also spent years working as a buyer of small businesses which provides him with valuable insight into where and how sophisticated buyers see value in companies. Pursuing his own entrepreneurial passion, Nick now uses these past experiences to deliver unmatched personal value to the firm’s clients.
Nick earned his MBA at the University of Chicago Booth School of Business with concentrations in Entrepreneurship, Finance, Strategic Management & Operations Management. He holds the CVA® (Certified Valuation Analyst), CFP® (Certified Financial Planner) and CIMA® (Certified Investment Management Analyst) designations.
Erick brings a background in finance and strong competitive spirit to the team.
Erick has spent the past few years working with various financial services firms including fintech startup Cred iQ (PA), brokerage firm Laidlaw & Co (NY), and financial advisor Lincoln Investment (NJ), to round out his base of industry knowledge.
Erick graduated from Cabrini University with a Bachelor of Science in Finance with a minor in Entrepreneurship. While there, Erick was also a scholar athlete and four-time all-academic team recipient while playing baseball. He is currently a CFA level one candidate.
Tom shares over 30 years’ M&A experience with Your Legacy Partners’ clients and members. For 22 years, he served as the Founder and CEO of a FINRA registered investment bank specializing in M&A. In addition, Tom held multiple leadership roles in a variety of industries including energy, manufacturing, agriculture, chemicals, and financial services, including two multi-billion-dollar public enterprises. He was the owner/operator of four privately held manufacturing companies.
Tom holds a Master of Business Taxation with an emphasis in Corporate Tax from the University of Southern California, an MBA from the University of Chicago and the University of Houston and a BS in Chemical Engineering from the Illinois Institute of Technology. He served on the board of several organizations and is a mentor for second year MBA students at the University of Southern California.