Experienced M&A Advisors
Our combined 35 years of experience across dozens of successful transactions position us as a go-to partner for ensuring your legacy.
Our Process
+40
Financial Transactions Completed
At Legacy Advisors, we believe that a structured and transparent process is key to a successful M&A transaction. Our step-by-step approach ensures that every aspect of the deal is meticulously planned and executed. From the initial consultation to post-sale support, we are committed to guiding you through each stage of the process with expertise and care.
Initial Consultation
The journey begins with an initial consultation where we get to know you and your business. During this phase, we listen to your objectives, understand your motivations for pursuing an M&A transaction, and assess your company’s readiness. We conduct a preliminary evaluation of your business, identifying key strengths, weaknesses, opportunities, and threats. This comprehensive assessment sets the foundation for a tailored M&A strategy that aligns with your goals.
View →
Strategy Development
Once we have a clear understanding of your business and objectives, we move on to developing a customized M&A strategy. This involves defining the scope of the transaction, setting realistic goals, and outlining the steps needed to achieve them. Our strategy development process includes identifying potential buyers or acquisition targets, determining the optimal deal structure, and establishing a timeline for the transaction. We ensure that our strategy is flexible and adaptable to changing market conditions and business dynamics.
View →
Market Research and Buyer Identification
With a solid strategy in place, we conduct extensive market research to identify potential buyers or acquisition targets. Our team leverages industry knowledge, market insights, and an extensive network of contacts to find the best opportunities for you. We analyze market trends, competitive landscapes, and financial performance to shortlist candidates that align with your strategic objectives. Our goal is to find the right match that maximizes value and ensures a successful transaction.
View →
Negotiation and Deal Closing
Negotiation is a critical phase in the M&A process, and our experienced negotiators are dedicated to securing the best possible terms for you. We manage all aspects of the negotiation process, from initial discussions to finalizing the agreement. Our approach is collaborative, yet assertive, ensuring that your interests are protected and that the deal structure is optimal. We handle all the legal and financial intricacies, working closely with your legal and financial advisors to ensure a smooth and efficient closing process.
Let’s Work Together
Ready to embark on your M&A journey? Contact Legacy Advisors today to learn more about our process and how we can help you achieve your business goals. Our team of experts is here to provide the guidance and support you need for a successful transaction. Let’s start building your legacy together.
“In high school, I watched Kris Jones build PepperJam into a successful venture in NEPA. Kris and his several start-up ventures gave me the confidence to pursue my own entrepenurial journey. I’m excited that Kris continues to invest in Pennsylvania entrepreneurs and economy..”
Andrew Josuweit
Founder & Former CEO, Student Loan Hero (Acquired by Lending Tree – NASDAQ – TREE)
Maximize Your Legacy
We will be your partner in ensuring that your legacy is fulfilled through a highly successful exit.
Your future starts here
Read our blog
Dive into our comprehensive blog, where industry experts share invaluable insights, trends, and tips on mastering the financial landscape
Read blog →
Let’s Shape Your Financial Future
Ready to take the next step in selling your business? Working with Legacy Advisors will be the difference that allows you to have the confidence that your legacy is protected.