Creating a Budget With Exit Planning in Mind

When founders think about budgeting, it’s usually about next month’s payroll, next quarter’s marketing spend, or getting through year-end. But when you’re preparing to sell your business — whether that’s in 1 year or 5 …

Planning Your Capital Structure to Maximize Exit Outcomes

You’ve probably heard this line before: “It’s not what you sell your company for — it’s what you keep.” And it’s absolutely true. At Legacy Advisors, we’ve helped dozens of founders navigate exit planning, and …