Legacy Advisors Network was founded in 2017 by a group of business advisors to improve the caliber of service that they deliver to their succession planning clients across the country. By leveraging the knowledge and experience of a nationwide network of planners, the members of Legacy Advisors Network are able to consistently deliver a planning process that has been recognized as being "best in class" by noted business author Bo Burlingham. Legacy Advisors Network members receive access to a suite of industry leading tools that allow them to exceed the expectations of their clients and assist business owners in answering the question of "What's Next" for their business.

We help business owners answer the question of "What's Next" for their business. We can help owners accomplish their goals whether they involve transitioning to the next generation, key employees or third party purchasers, or remaining in the business in a less active capacity as an owner-investor. We engage the owner in a process that identifies their primary and secondary objectives, creates a strategy that is specifically tailored to meet those objectives, assists owners and their advisors with the implementation of that strategy and keeps everyone accountable until the process is completed to the owner's specifications.We provide business owners with the tools to understand the path for leaving the business on their terms-- both financial and otherwise-- while implementing a plan that positions the company for success for the next generation and beyond.