Exit the Right Way.
Create Generational Wealth & Protect it.
Whether you're five years out or fielding offers now, Legacy Exits helps you plan smarter, reduce taxes, invest better, and sell on your terms.
Business Value & Exit Readiness Assessment
Know your potential value.
See your potential risks.
Know your potential business value and see your potential gaps in less than 15 minutes with a free report that includes:
Your value benchmarked against your industry
Current valuation estimate
3. Your best value potential for exit
4. Identified gaps and risks
25+
Years Combined Experience
$500M+
In Successful Exits
You're Not Alone — Most Business Owners
Say Things Like:
“I’ve been thinking about selling but haven’t done anything yet.”
“I don’t want to leave money on the table.”
“What happens to my team when I leave?”
“I don’t even know what my business is worth.”
“I need someone who’s done this before.”
No matter where you are in the process — Legacy Exits gives you the clarity
and strategy to move forward with confidence.
Most Exits Fail to Meet Owner Goals.
Only 33% that go to market, sell.
Why?
Lack of Planning with the right experts.
Without a plan, owners risk:
Undervaluing the business
Overpaying in taxes
Losing control of the timeline
Creating unnecessary stress for family and team
With a plan, you can:
Increase business value before the sale
Minimize taxes and legal risk
Exit on your terms — with peace of mind
Protect your legacy and your people
The Legacy Exits Framework
We keep it simple and strategic:
Value & Assess
We evaluate your goals and business readiness.
2. Exit Plan
We create a custom exit roadmap with strategies and a plan to increase the value.
3. Execute
Our team of professionals will work with your management to implement the plan.
Guidance on optimizing deal terms, taxes, and timing for a profitable exit.
Understand your business’s worth today and what it takes to maximize its future sale value.
Identify and prepare internal successors or leadership transitions for a smooth handoff.
Integrate tax-efficient structures to preserve wealth and reduce surprises at exit.
Facilitate transparency and alignment with employees, partners, and family during transition.
End-to-end support with mergers, acquisitions, or third-party sales — from buyer search to closing.
Custom-tailored plans to align your exit goals with your business value and personal timeline.
About Legacy Exits
Legacy Exits was founded to solve a critical problem: most business owners don't know how to properly prepare for the most important financial event of their lives — selling their business.
With over 25 years of combined experience in business transactions, valuations, and exit planning, our team has seen firsthand how proper planning can dramatically improve outcomes.
We believe that business owners deserve clarity, control, and confidence when it comes to their exit.
Our mission is to demystify the process and help you achieve the best possible result — both financially and personally.
Ready to Start Planning Your Exit?
Schedule a confidential 30-minute consultation to discuss your business and learn how we can help you prepare for a successful exit. There is no pressure or obligation—just clear, actionable insights.
