Legacy Advisors

Legacy Advisors

Financial-Services

Arlington, Virginia
United States
Company Tagline

Sell-side M&A advisory services for insurance agencies

Industry Category
Financial-Services
Company Description

Legacy Advisors is a premier financial services firm specializing in sell-side M&A advisory services for insurance agencies. Focused on providing full-service support to independent insurance agency owners across the U.S., Legacy Advisors guides clients through valuation, buyer matching, deal structuring, and post-sale transition. Legacy Advisors is committed to maximizing sale prices and ensuring confidential exits for its clients.

Located at 2300 Wilson Blvd, 700 #1106, Arlington, Virginia 22201, US, Legacy Advisors offers unmatched insight into agency M&A and exit planning. The firm's team, comprised of former agency owners and private equity professionals, brings extensive experience to every transaction. Legacy Advisors helps agency owners explore their options and prepare for successful sales.

Legacy Advisors stands as a trusted partner in the financial services industry. The firm is dedicated to providing exceptional advisory services, ensuring that each client achieves their unique goals. We invite the manager of Legacy Advisors to create a customized and exclusive company showcase and product listing on our platform.

Legacy Advisors est une société de services financiers de premier plan spécialisée dans les services de conseil en fusions et acquisitions côté vente pour les agences d'assurance. Axé sur la fourniture d'un support complet aux propriétaires d'agences d'assurance indépendantes à travers les États-Unis, Legacy Advisors guide ses clients à travers l'évaluation, la mise en relation des acheteurs, la structuration des transactions et la transition post-vente. Legacy Advisors s'engage à maximiser les prix de vente et à assurer des sorties confidentielles pour ses clients.

Situé au 2300 Wilson Blvd, 700 #1106, Arlington, Virginie 22201, États-Unis, Legacy Advisors offre un aperçu inégalé des fusions et acquisitions d'agences et de la planification de la sortie. L'équipe de l'entreprise, composée d'anciens propriétaires d'agences et de professionnels du capital-investissement, apporte une vaste expérience à chaque transaction. Legacy Advisors aide les propriétaires d'agences à explorer leurs options et à se préparer à des ventes réussies.

Legacy Advisors est un partenaire de confiance dans le secteur des services financiers. L'entreprise se consacre à fournir des services de conseil exceptionnels, en veillant à ce que chaque client atteigne ses objectifs uniques. Nous invitons le responsable de Legacy Advisors à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Tom Haidinger Tanner Etheridge Max Olson Matt Naimoli

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Alternative Company Names

This company is also known as

Legacy Advisors 莱格赛顾问 विरासत सलाहकार مستشارو الإرث Легаси Эдвайзерс