Named source
The originating consultant or advisor is recorded when the opportunity enters the firm.
Consultants and referral partners
Bring the relationship. We run the transaction.
For current and former Nexxess consultants, CPAs, attorneys, and wealth advisors whose clients need a serious M&A process.
Register for the kickoffThe partner model
Your relationship remains visible.
Legacy Broker takes responsibility for valuation, market preparation, buyer or target outreach, diligence coordination, negotiation, and close.
The referring professional remains informed at agreed points and is never left to explain a process they cannot see.
Commercial terms
Terms are documented before work begins.
Written economics
Any referral compensation and conditions are confirmed in writing for the specific engagement.
Compliance first
Payment remains subject to applicable law, licensing requirements, and the final engagement terms.
Final commission percentages and eligibility rules must be approved by counsel and the managing partners before publication. This site does not invent them.
A clean handoff
Three conversations, in order.
Introduce the opportunity
Share the owner, buyer, or advisor context and confirm permission to connect.
Establish fit
A Legacy Broker partner speaks directly with the prospect, protects confidentiality, and defines the next step.
Document the engagement
Scope, economics, communication, and responsibilities are written before transaction work starts.
Kickoff: August 26.
A working session for Nexxess consulting partners, from 2:00 to 4:00 pm Central.
Reserve your place