For Accountants, Advisors and Bankers

If you’re an accountant, banker or advisor, Legacy Partners can help your clients successfully transition out of their business.

Instead of going down the traditional “sell your business outright” route, we provide another option that has greater benefits for your clients.

You’ll be closely involved with the process and provide business valuations and financial advisory services – areas that Legacy Partners do not do.

For us, retaining and involving existing professional relationships is essential to the success of our transition process. Something that doesn’t always happen through a traditional sale.

In addition to safeguarding these relationships with the business, so they last after the current owner has exited, our process often generates more work – such as funding opportunities with the incoming owner and more compliance and advisory work as the result of business growth.

Over the years, we’ve developed close relationships with these professional advisors and frequently receive referrals from them.

If you’d like to know more about how we can help your clients – get in touch