History

Legacy Partners, LLC was established in 2004 to leverage more than 25 years of business valuation and investment banking expertise. For over two decades, family businesses have relied on us for a range of valuation services and we have worked closely with the region’s leading attorneys, accountants and other advisors on estate and business planning projects.

This experience serves as the foundation for our advisory service to assist business owners with the transition of ownership and active management of their businesses — to the next generation of family members, to an unrelated third party or some other solution. The mission of Legacy Partners is now focused on getting business owners to their next step by providing comfort, clarity and confidence as they prepare to transition their business.