Whether business owners intend to exit their business in 10 weeks or 10 years, the time to plan is now! 

Legacy Advisors Network is a premier company of financial professionals, value advisors and business coaches who guide owners of private and family businesses through the most significant financial transaction of their lives—the succession and transition of their business. 

While our members bring a wealth of knowledge and skills across all areas of the financial planning industry, we are especially passionate about serving business owners in the small to medium-sized business (SMB) market across a variety of industries. We work directly with the owners, leadership teams and their trusted advisors to deliver tailored advice that meet the owner's needs and desires—valuing the business, analyzing market insights, evaluating the best succession options, creating step-by-step implementation plans to reduce risk, protect what you've built and accelerate growth. We then quarterback the process until you are ready to transition the business through a transfer to family or key employee or through a sale. Along the way, we also will work with you to align your personal and business financial planning needs.

What's Unique about LAN
Our members support each other's work through collaborative client opportunities, leveraging the deep bench strength we offer. Through LAN, members have access to a fully integrated system of people, tools and processes to deliver best-in-class advice and solutions to clients, help to grow their businesses, continually learn and hone their capabilities, and partner with smart, highly engaged peers and industry experts.

Business Owners: Contact LAN so we can help you achieve your dreams, enjoy the life you've built and exit your business on your terms, when you're ready.

Advisors in Value Advising, Exit & Succession Plan, Business Coaching, M&A: Visit our website to apply for membership.

Legacy Advisors Network

Org chart

Teams

Offices

Legacy Advisors Network

Org chart

Teams

Offices

Related companies