Your Legacy Partners team has extensive professional knowledge and industry-specific insights. Let us put that knowledge and experience to work for you.
We target services companies with $1MM – $10MM EBITDA
- Financial services
- B2B services
- Tech enabled services
- Consumer services
- Industrial services
- Professional services
- Testing services
Registered Investment Advisors
We’ve developed a unique expertise working with the Wealth Management industry including Registered Investment Advisors (RIAs) and independents.
- With our specialized experience, connections, and guidance we can help you through a successful transition.
- If you have a RIA business and think it’s time to consider liquidity options, talk to us
- We have the knowledge, experience, and insights to help you with your succession plan.
As a B2B service company owner, you know you must make adequate preparations for a smooth transition. While many investment firms focus purely on financials, we understand the importance of looking at all aspects of your unique business.
- We assist you to ensure you retain your customers and take care of them during the process to maximize the benefit for all involved parties.
- We understand how important it is to pay extra attention to internal processes and the well-being of employees through the transition
- Selling a business is not just about the financials, but about the people, too