Legacy Exit Advisors works with an extensive network of professional business advisors, such as financial planners, wealth advisors, insurance advisors, estate attorneys, etc. Since these professionals are trusted advisors with deep relationships with their client bases, in many cases they are the first to know that their client may be entertaining selling their business.
We seek to be an extension of the client's trusted advisor, and we pay a portion of our success fee to any advisor who refers their client to us once we successfully close their transaction.
Fill out the fields below or email us at info@legacy-exit.com with your business name and contact info
We'll discuss your business focus and any details about your particular referral opportunities
Introduce clients to us, assist in information gathering if the client permits, and know that your client is in good hands
Some buyers and intermediaries have hired our referral partners to advise on insurance, various legal needs, tax, estate planning, or investments, etc.
Receive referral fees each time we close a deal for your clients.
Provide your clients with a vetted, qualified M&A advisor and all our valuation, negotiation, and due diligence resources to ensure a successful business sale.
Let’s create value together and make business transitions smoother for everyone involved.
Register as a Referral PartnerNo, joining our advisor network is completely free.
Absolutely. You’re encouraged to refer any client who may benefit from our services.
Referral fees are paid immediately once the deal closes successfully.
“Legacy Exit Advisors has helped 2 of my clients navigate the largest financial event of their lifetimes. As a wealth advisor, their ability to deliver for my clients has helped my clients and, as a result- my business be more successful.”
– John C.
Wealth Advisor
“When I referred an insurance client to Legacy Exit Advisors, the team introduced us to the buyer who had expressed they were not happy with their insurance broker. The buyer saw how we specialize in their industry and they hired us to write their insurance package as a result.”
– Brian P.
Insurance Agency Owner
“Legacy Exit Advisors has closed several deals for our clients. We encounter a variety of “business brokers” in our line of work and Legacy’s advisors are uniquely aligned with our business owner clients.”
– Ryan P.
Estate Planning Attorney