MAXIMIZING YOUR POTENTIAL

Achieving more for your business, together

Growth through acquisition is the most efficient and effective growth strategy.

If that is true why then do so many firms not realize the full potential of an acquisition or in fact de-merge?

There are four fundamental reasons acquisitions fail to achieve the highest levels of success:

Reason 1

The decision to acquire was made because “the numbers work”.

Reason 2

Ineffective or insufficient due diligence is performed.

Reason 3

Few firms discuss, at length, the post-merger (acquisition) roles, responsibilities, timelines and desired outcomes of everyone involved.

Reason 4

The acquiring firm did not perform an internal Acquisition Readiness evaluation to truly understand or map all the short, intermediate and long-term desired outcomes.

OUR PROCESS

The pivotal component of most successful acquisitions involves the complete understanding of the who, what, where, when, why and how of an acquisition before the very first meeting…because success depends on your knowing every detail of every step, every time.

Below are just a few of the areas for which we provide consultation and counsel:

Acquisition Readiness Assessment consultation

Identifying the right acquisition opportunity matching your needs and growth goals

Utilizing key metrics to ascertain the right geographic and cultural fit

Anticipating and analyzing the areas of potential issue or advantage

Deal flow management and consultation

Working with the buyer and seller to develop the framework for mutual agreement to facilitate a smooth and successful conclusion

Post transaction support

Legacy Transition Advisors. Making Your Legacy Last

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.