Certified Exit Planning Advisors

Sell Your Business with Confidence
Honor Your Legacy

At Legacy Transition Partners, we help business owners strategically position their companies for a successful sale—whether you're ready now or planning for the future.

Let Us Help

Guiding business owners to maximize value, ensure a smooth Exit, and secure their legacy

At LTP, we specialize in guiding business owners through the complexities of buying or selling a business with confidence. Whether you're ready to sell and maximize the value of your life's work or acquire a business to expand your portfolio, our expert team provides strategic insight and hands-on support every step of the way.

Maximizing Business Value

Ensuring owners receive the best possible return for their life's work through strategic positioning, valuation, and deal structuring.

Strategic Exit Planning

As a Certified Exit Planning Advisor (CEPA), we help business owners develop a proactive, customized exit strategy that maximizes value, ensures business continuity, and aligns with personal and financial goals.

Expert Deal Execution

With a proven, time-tested process, we navigate every step—from valuation to post-close transition—for a smooth, successful exit.

Senior-Level Expertise, Every Step of the Way

When you work with Legacy Transition Partners, you work directly with me. As a seasoned expert, I personally manage every project, providing high-level strategy, tailored guidance, and hands-on execution—ensuring you receive the expertise and attention your transition deserves.

Legacy Transition Partners

Your Trusted Expert in Business Sales and Acquisitions

for sellers

Your Dedicated Advocate and Trusted Advisor

With decades of buy-side experience, I understand what it takes to structure successful deals. Now, I’m here as your advocate—guiding you through every stage of your exit with strategic insight, unwavering support, and a commitment to maximizing your business’s value.

for buyers

Helping Buyers Secure the Right Opportunity

Finding and acquiring the right business is a complex process—I make it simpler. With deep industry expertise and a strategic approach, I help buyers identify the right opportunities, conduct thorough due diligence, and negotiate deals that set them up for long-term success.

Sell Your Business with ConfidenceHonor Your Legacy