Legacy Exit Advisors works with an extensive network of professional business advisors, such as financial planners, wealth advisors, insurance advisors, estate attorneys, etc. Since these professionals are trusted advisors with deep relationships with their client bases, in many cases they are the first to know that their client may be entertaining selling their business. We seek to be an extension of the client's trusted advisor, and we pay a portion of our success fee to any advisor who refers their client to us once we successfully close their transaction.
Fill out the fields below or email us at info@legacy-exit.com with your business name and contact info
We'll discuss your business focus and any details about your particular referral opportunities
Introduce clients to us, assist in information gathering if the client permits, and know that your client is in good hands
Some buyers and intermediaries have hired our referral partners to advise on insurance, various legal needs, tax, estate planning, or investments, etc.
Receive fees or referral revenue when your clients close deals through us.
Offer your clients access to expert resources for valuation, negotiation, and due diligence.
Let’s create value together and make business transitions smoother for everyone involved.
Register as a Referral PartnerNo, joining our advisor network is completely free.
Absolutely. You’re encouraged to refer any client who may benefit from our services.
Payments or referral fees are processed once the deal closes successfully.
“Being part of Legacy Exit has helped me expand my practice and serve clients better.”
– Priya D., Legal Advisor
“Their professional ecosystem and deal flow is a game changer.”
– Karan M., Financial Consultant
“I’ve grown my revenue by simply supporting the clients I already had.”
– Aditi B., M&A Specialist