Legacy Advisors is pleased to announce the latest expansion our professional service offerings. Mike Ertel, Managing Director/ Broker of Legacy M&A Advisors, LLC, is now affiliated as a registered rep with StillPoint Capital, LLC, an international investment banking firm serving…

Introduction Along with deciding to engage in business succession planning and finding a successor, it is necessary to value a business.  A valuation is necessary whether the business is to be transferred to an heir or third party or for…

Selling a business is something that most business owners will only attempt once in their career.  With an estimated 70% – 90% of their total net worth tied up in their business, they can’t afford to make a costly mistake,…

Introduction How are you going to end the relationship with your business?  Believe it or not, that day will come.  Fortunately, you have a number of options to plan your exit and watch your legacy continue.  Four good, viable options…

Most buyers are eager to “make their mark” once they’ve acquired a business.  But unless the business is losing money, or employees and customers alike despised the previous owner, it is generally a mistake for a new owner to make…

Introduction What is the most severe threat to the existence of your business?  Some may answer “my competition”, or “income and estate taxes”. Even others would answer, “rising costs”.  While these are good answers and are concerns in day to…