Sheri Sullivan

Legacy Partners, LLC

Legacy Partners is an exit planning advisory firm dedicated to serving privately held, middle market businesses in a comprehensive and unbiased manner. We understand the confusion business owners experience as they grow and ultimately plan to exit their business. We make exit planning easy by providing clarity, insight and guidance in creating a strategic exit plan that maximizes business value and aligns the owner's business, financial and personal goals. This results in a comprehensive master plan that transitions the owner from equity to liquidity, preserving wealth.