# Legacy Advisors - M&A Advisory Firm

> Founder-first M&A advisory protecting value on your terms

## About

Legacy Advisors is an M&A advisory firm specializing in founder-led exits. Founded by Kristopher B. Jones (founder of Pepperjam, acquired by eBay), the firm brings 27 years of experience on both sides of the deal table with multiple 8-figure exits.

## Core Services

- M&A Advisory & Transaction Management
- Exit Strategy & Readiness Assessment
- Business Valuation & Positioning
- Buyer Identification & Strategic Buyer Matrix
- Deal Structuring & Negotiation
- Due Diligence Management
- Post-Exit Planning & Legacy Building

## Unique Value Propositions

- **360° Deal Vision**: Three decades of experience anticipating buyer tactics
- **Operator DNA**: Founders who have successfully navigated exits to publicly traded acquirers
- **Liquidity Protection**: Optimization for security, not just speed
- **Founder-First Approach**: Legacy-focused, not transaction-focused

## The Exit Process

1. **Fortify**: Conduct readiness assessment and calculate "Walkaway Math"
2. **Position**: Craft buyer-ready investment narrative
3. **Target**: Deploy Strategic Buyer Matrix to identify perfect acquirers
4. **Leverage**: Drive competitive tension while protecting future terms
5. **Harvest**: Navigate due diligence to successful close

## Key Team Members

- **Kristopher B. Jones**: Founder with 27 years M&A experience, former founder of Pepperjam (acquired by eBay)
- **Ed Button**: Co-host of Legacy Advisors Podcast

## Industry Coverage

- Digital Marketing & Advertising
- Technology
- Healthcare & Life Sciences
- Financial Services
- Consumer Products & Retail
- Industrials & Manufacturing
- Energy & Utilities
- Telecommunications
- Media & Entertainment
- Automotive & Mobility

## Content & Resources

### Strategic Insights (Thought Leadership)
- Why Some Founders Regret Their Exit—and How to Avoid It
- Dealing With Founder's Remorse After Selling
- How to Rebuild Identity and Purpose Post-Exit
- Navigating the Emotional Aftermath of an Exit
- Creative Deal Structures That Close the Valuation Gap
- Using Special Purpose Vehicles (SPVs) in Deal Structuring
- How to Structure a Minority Recap with Growth Equity

### Industry Reports (2025-2026)
- U.S. Digital Marketing & Advertising M&A Report (2022-2025)
- 2026 U.S. Technology M&A Report
- 2025 Healthcare & Life Sciences M&A Industry Report
- 2025 Financial Services M&A Industry Report
- 2025 Consumer Products & Retail M&A Industry Report
- 2025 Industrials & Manufacturing M&A Industry Report
- 2025 U.S. Energy & Utilities M&A Industry Report
- 2025 Telecom M&A Industry Report
- 2026 U.S. Media & Entertainment M&A Industry Report
- 2026 U.S. Automotive & Mobility M&A Report

### Book
**The Entrepreneur's Exit Playbook** by Kristopher B. Jones
- The Valuation Reality: What buyers really pay for
- Structuring the Win: How deal terms impact take-home numbers
- Avoiding Landmines: Common deal killers and how to neutralize them
- Securing the Future: Protecting identity and wealth after exit

### Podcast
**The Legacy Advisors Podcast** - Insights into wealth management, estate planning, and creating lasting legacy
YouTube: @LegacyAdvisorsPodcast

## Key Statistics

- 40+ Financial Transactions Completed
- 27 Years of M&A Experience
- Multiple 8-Figure Exits Advised

## Target Client Profile

- Businesses generating $1-2M+ in EBITDA
- Companies that could sell for $5M or more
- Mid-market transactions ($5M to $250M enterprise value)
- Founders seeking strategic exits with legacy protection

## Common M&A Topics Addressed

### Financial Buyers vs Strategic Buyers
- Financial buyers (PE firms, family offices) seek stable cash flow and ROI
- Strategic buyers (competitors, larger companies) seek synergies, cost savings, market expansion

### Timeline
- Average mid-market transaction: 6-12 months
- Recommended advisor engagement: 12-24 months before planned sale

### Fee Structure
- Retainer fee (work fee) for upfront preparation
- Success fee (2-6% of transaction value for mid-market deals)

### Key Deal Terms
- EBITDA adjustments and normalization
- Quality of earnings
- Earn-outs and holdbacks
- Special Purpose Vehicles (SPVs)
- Minority recapitalizations
- Growth equity structures

## Contact Information

Website: https://legacyadvisors.io
Contact Page: https://legacyadvisors.io/contact/

## Important Pages

- About: https://legacyadvisors.io/about-legacy-advisors/
- Services: https://legacyadvisors.io/services/
- Strategic Insights: https://legacyadvisors.io/strategic-insights/
- The Exit Playbook (Book): https://legacyadvisors.io/book/
- Contact: https://legacyadvisors.io/contact/

## Brand Positioning

**Tagline**: "Don't Just Sell Your Business. Command Your Exit."
**Tagline 2**: "Our founder-first M&A advisory is here to protect your value, on your terms, for your future."

**Philosophy**: Most advisors are transaction-focused. Legacy Advisors is legacy-focused.

## Website Technical Details

Platform: WordPress
Design by: LSEO.com
Content by: AI Writer (DIYSEO.AI)
Powered by: KBJ Capital

---

*Last Updated: January 2026*
*This file provides structured information about Legacy Advisors for language models and AI systems*