OUR SERVICES
Planning, Execution & Realization that get you set to win
Business Valuation
A comprehensive, professionally prepared business valuation provides a roadmap for all your business decisions going forward. With our deep industry knowledge and experience, we’re able to identify the hidden value and uniqueness of your business – and we can put a number on it. We consider industry-standard approaches to valuation — Asset, Market & Income — and apply the most appropriate method(s) to your valuation.
Expert Witness Services
Our expert witness services often focus on valuation challenges and M&A disputes. Our first-hand experience conducting valuations and managing transactions plus our analytic competence and communication skills equip us to provide expert witness services backed by both wisdom and data-driven analysis.
Strategic Consulting
Thoughtful, thorough preparation is key to a successful exit but may feel impossible to accomplish while you’re deep in the day-to-day details of running the business. Through our strategic consulting services, Your Legacy Partners serves as your hands-on partner to pinpoint, plan and address factors that may enhance or diminish the perceived value of your company – from corporate structure to equity and compensation matters that may impact a transaction.
Succession Planning
You’ll benefit from our succession consulting services during the pre-sale and post-sale phases of your business transition. Pre-sale, we provide succession and transition planning, growth and value enhancement support and business model consulting. Post-sale, we can provide investment funding support, advice on gifting strategies, helping to identify your future path
Transaction Support
If you’ve already identified a buyer for your company but need guidance executing the deal, Your Legacy Partners can act as your transaction quarterback – from negotiating a letter of intent and purchase agreement terms to navigating due diligence and helping manage the closing and post-sale transition.
M&A
Advisory
We’ve developed our No Regrets Sales process to help maximize the value of your transaction and optimize your satisfaction with the deal and what comes next. Our process includes a marketing approach that instantly puts us in direct contact with thousands of subscribed capital providers. We also leverage our strong relationships with active buyers in the M&A community on your behalf and facilitate multiple offers so you can choose the best fit for your company.