Experienced M&A Advisors

In my years working on both sides of the table — as an operator, acquirer, and now as cohost of the Legacy Advisors Podcast —

When it comes to exit strategy planning, many founders obsess over revenue, margins, and growth rates. While those metrics are undeniably important, there’s another intangible

In the world of M&A, one question frequently guides the decision-making of sophisticated buyers: “What protects this company from competitors?” That’s where the idea of

When most founders think about what makes their business attractive to buyers, they default to the obvious: revenue, profit, and growth. And yes—those matter. But

Let me start with something I’ve said often on the Legacy Advisors Podcast and in rooms filled with founders: buyers don’t buy potential—they buy proof.

If you’re planning to sell your business in the next 1–3 years—or even if you’re just beginning to think about the future—how you structure your