We take the company to market properly.
We establish value, prepare the operating story, identify qualified buyers, manage confidential outreach, negotiate the whole offer, and keep diligence moving.
See the sell-side processFor owners and acquirers
Legacy Broker represents buyers and sellers in mergers and acquisitions across the United States. We run the process that turns a company an owner spent a lifetime building into a transaction that actually closes.
Representation
A serious transaction is not a listing. It is a sequence of decisions—prepared, controlled, negotiated, and carried through close.
We establish value, prepare the operating story, identify qualified buyers, manage confidential outreach, negotiate the whole offer, and keep diligence moving.
See the sell-side processWe define the thesis, map the market, approach owners directly, qualify opportunities, support diligence, and structure a transaction that can hold together.
See the buy-side process
What is at stake
It is years of decisions, customer trust, working knowledge, people, equipment, and reputation. The transaction should respect the weight of what changes hands.
We do not reduce a lifetime of work to a listing and a buyer list.
The work
Legacy Broker remains responsible for the continuity of the process. Each stage informs the next; nothing important disappears in a handoff.
Establish value, resolve what will not survive diligence, and make the company's operating story clear without overstating it.
Decide who sees the company, when they see it, what they receive, and what qualifies them to continue.
Price matters. So do structure, certainty, timing, working capital, transition, and the people who remain.
Keep buyers, counsel, accountants, diligence requests, documents, and decisions moving until funds transfer.
The founders
The people who begin the conversation remain responsible for the quality of the process and the outcome it produces.
Scott works with owners at the intersection of enterprise value, transaction readiness, and the personal decisions that follow a sale.
Founder portrait pending approved source photographyThiago works across buyer strategy, opportunity qualification, transaction structure, and the operating realities behind an acquisition.
Founder portrait pending approved source photographyA confidential beginning
You do not need a complete file or a final decision. A first conversation is enough to establish where the process should begin.
Begin a confidential inquiry