Inspired By Potential
Achieving more for your business, together
At Legacy Transition Advisors we care about and consult to the interests of all three; few do as many offer typical “brokerage services”. Our service model is consultative with significant, lasting and focused benefit to all three. Though we will never meet the clients we will direct and encourage discussion of client impact, announcement and transition. This is another difference of Legacy Transition Advisors.
WHAT TO EXPECT
A truly successful merger, acquisition or succession between two firms begins with discussion, due diligence, financial consideration. Unfortunately, many stop there and if they like what they see or hear they complete and agreement. Not the best next step as this is only the beginning and to realize the highest possible success it is imperative you have knowledge of the following of which we guide you through:
Client Reaction
Staff Questions
Integration Obstacles
Post-Merger Best Practices
Process of Creating A Fair Deal
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.