Financial Successions & Acquisitions

We provide comprehensive valuation services to help you understand the true value of your business. Our experts analyze your book of business based on a variable of factors depending the assortment of solutions, clientele, revenue, and the specific type of business that is being evaluated. Our firm focuses on 3 sectors in the financial industry, Financial Advisory Firms, Insurance Agencies, and Accounting Practices. Our executive team has held senior executive positions within a few of the fortune 500 banks receiving numerous awards from some of the top Fortune 100 financial service companies. With an array of knowledge specific to the Financial Industry, managing, supervising, & recruiting Legacy 4ward can provide an accurate valuation report to those companies within the financial world. 

We specialize in helping firms, agents, and advisors that are looking for an exit strategy to a legacy that they have spent years building. This is a stressful decision that leads into a stressful transition that does not need to be. By working with Legacy 4ward's seasoned team, we take the stress off your shoulders by tirelessly working to find the right match to continue your legacy. Our team will help you find the right fit to acquire your years of hard work. Our team will negotiate the terms of the acquisition, assist with the valuation, and guide you through the entire process. Let us help you get the best deal possible.

Looking to merge or acquire a firm or practice? We can help you find the right opportunity and negotiate a fair price. Our team has an extensive network of advisors, agents, and brokers, and we know how to get deals done. The vetting process is most important for both sides of the transaction. Extremely important, is to make sure that the confidentiality does not get breached as the firm looking to be acquired may suffer a business loss if clients were to become aware of a transition to take place.

Legacy 4ward has partnered with lenders that specialize in lending for acquisition of financial firms, RIA firms, Advisor books, Insurance Agencies, & Accounting Practices. Some of the partners will provide a valuation of the business based on their own assessment. This is an additional layer of checks and balances for the buyer to ensure the fair market price of the firm being purchased. 

Some of our clients are not looking to leave the business or retire, but have reached a point that they are no longer looking looking to be the CEO or decision maker. Some cases, some firms have hit a ceiling and in order to breakthrough, it requires capital, more man-power, and access. You maybe one of those companies or individuals and we are here to help you find the right fit for your partnership and transition.  

Developing an exit strategy that maximizes your return on investment and ensures a smooth transition for your business. You want to make sure that when you hand over the keys to the business, all affairs are in order. Legal documents, taxes, banking, leases, deeds, insurances, and all other aspects of the business have been managed. Looking at a tax-efficient way to receive your proceeds will be reviewed with the team as well.