Business Owners

It’s time to prepare for an abundant future—and the time to enjoy it.

Planning your business' growth and exit is simply smart business strategy.

Our advisors help you navigate your company from successful to significant. We work with you to design your customized roadmap and coach you and your team step by step through the entire process—bringing clarity and discipline to what can feel daunting on your own.

Let Our Experts Help You.

Protect what you’ve built.

Grow the value of your business.

Prepare for your eventual exit.

We’re a team that is passionate about helping you and your business thrive—today and in the future.

Legacy Advisors Network is the premier national network of value advisors, financial and exit planning professionals, and business coaches dedicated to guiding you through business valuation; strategies to accelerate growth; business continuity; and succession, transition and exit planning. Our experienced advisors guide you through a proven strategic planning and implementation process designed for your success.

We work with owners at every level—from local businesses to national corporations, often building lasting partnerships—to help you realize your dreams.

We Serve:

Privately held and family-owned businesses in all industries and services

$1-$3M

Small

$4-$20M

Medium

$21-$100M

Large

$101-$500M

Enterprise

Our Process

Our national network of advisors follows a proven, five-stage process that will create more value for your business and position you personally for a more abundant future. To achieve the best results, we recommend moving sequentially through the stages. Throughout, we work collaboratively with your trusted team of advisors to craft your customized master plan and provide expert guidance and accountability along the way.

Stage 1. Identify Value

We start by understanding your goals and dreams for the future. We provide a value number for your business—both current and potential—and identify your profit and value gaps. We begin by aligning the personal and business aspects of your life to achieve your vision of the future.

Stage 2. Protect Value

We focus on protecting the value you have created—both your personal wealth and business value. We identify solutions that reduce key people risks and owner dependence, address protection needs, and more. The result: a well-protected business that is more attractive to potential buyers or investors.

Stage 3. Maximize Value

We dig deeper into your business’ performance, and review your people, customers, systems, processes and culture, which directly influence your company’s value. We then design a prioritized implementation plan and ensure you have an up-to-date Continuity Plan to protect your business and family. In addition, we identify your options—stay, transition or exit—and help you consider how they align with your needs, goals and values.

Stage 4. Harvest Value

You have been preparing for this stage all along—the ability to unlock and monetize the value of your business. We help you choose your path—do you plan to stay or transition to exit?—and we continue to help you prepare for what’s next in your life. You can feel confident that you’ve reaped the benefit of your hard work and that your company and employees have a future beyond your leadership.

Stage 5. Manage Value

You have the freedom to pursue the life you want, and we help you prepare for and navigate the changes. Working with your other advisors, we build a solid strategy for protecting and managing your wealth and providing for your loved ones. With this plan in place, you will be ready for your abundant future.

Working with a LAN advisor positions you for a transition aligned with your goals and prepares you to take action when you’re ready to pursue your next endeavor. 

  • Our advisors listen well, ask the right questions, evaluate different scenarios and solutions, and translate your goals into a tailored program to guide your business growth and transition.

  • Our approach simplifies the complexity of the process with a detailed roadmap, regular checkpoints and accountability to ensure progress.

  • Our advisors guide you and your team to prepare next-generation leadership, enhance operational execution, mitigate risks, and close the value gap to position you for the best outcomes when you transition.

  • As our advisors evaluate your business' needs—from mitigating risks to cultivating your next-generation leadership team to improving operational performance and more—we are able to provide solutions in several areas, including:

    Financial & Wealth Management, Executive Benefit Planning, Risk Management, Governance & Leadership, Strategic Business Coaching

    *Implementation of specific products or services may result in commissions or fees outside of the advisory fee.

  • We will help you align your personal goals and your personal and business financial plans to achieve the outcomes you desire.

  • Our professionals lead the way, but we encourage you to invite your trusted advisors—attorney, CPA, risk specialist, etc.—into the process. It’s essential to have their perspectives and engagement in designing and implementing your program..

  • We know that preparing to transition and exit your business can be scary and full of emotion. We are here with you every step of the way as a thoughtful guide and business partner. Remember, the process will bring growth, insights and new achievements to celebrate.

Ready to Get Started?