DISCOVERING YOUR VALUE
Achieving more for your business, together
You know succession is the right decision but there are many questions that must be answered to make it a good decision.
Who? When? How? Why?
Your clients and your staff have trusted and believed in you for years, if not decades. Now, more than ever, they need to trust you again. They need you to exhibit the very same concern about choosing a successor as you did to caring for their tax, accounting and financial needs. They need you to champion their cause by finding a successor or successor firm that will provide and protect their best interests, just as you have these past many years. They will depend on your knowledge of the entire sale or transition process to maximize the opportunities to take care of both them and yourself. Missteps cannot be part of the process. There is a definite and impactful domino effect should there be a misstep.
OUR PROCESS
Legacy Transition Advisors will assist you. Experience and understanding of the entire process—from introduction to agreement to integration—is what we do.
Legacy Transition Advisors will assist you to discover and uncover the answers you and your clients need whether your decision is to 1) outright sell or 2) remain active for a period of time while transitioning from your practice over a period of time.
Everyone has heard that “culture” and “personality” make all the difference in the world but what really does that mean and how do you measure it? What questions should be asked? What due diligence performed? What post-agreement roles, responsibilities and actions should be decided pre-agreement?
If this discussion is sensitive or confidential, please provide us a secure and private method of communicating with you.
Legacy Transition Advisors provides experience, knowledge and consultation to gain the highest possible success of your transaction.
LET’S START ACHIEVING YOUR GOALS TODAY
Your contact is appreciated. Please feel free to call us at 800-513-3151 or use the “Contact Us” form below.
IMPORTANT NOTE: Many discussions are sensitive or confidential in nature. At Legacy Transition Advisors we treat all conversations and meetings as such. In the event you feel the content or topic of a conversation is of a sensitive or confidential nature please ensure you provide us a private method, email or phone, of responding to and communicating with you.