We partner with owners to help grow their business while taking over back-office operations and offering long-term support.

Legacy usually acquires 60-80% of the business. You (the owner) keep a minority stake and stay involved in day-to-day operations.

Yes. You remain the expert in your field. Legacy supports and enhances—not replaces—your decision-making in key areas.

We keep your team in place. Our goal is to retain and support them with better systems, training, and growth opportunities.

Shared services means Legacy handles things like accounting, payroll, marketing, HR, and legal—so you can focus on the business, not the paperwork.

No. We keep your culture and your name intact. Our changes are behind-the-scenes—making operations smoother, not replacing what works.

From initial conversation to final close, it usually takes 3 to 6 months. We move at your pace and will communicate clearly at every step.

Integration is gradual. Legacy steps in to support your systems while you continue leading your team. No big changes overnight.

You’ll have a dedicated team from Legacy—real people you know and trust—available every step of the way.

Expect hands-on help with operations, finances, employee retention, and growth strategies. We don’t disappear after closing.

You continue to run the business. If you want to stay on for the long haul, great. If you want to slowly step back, we’ll plan for that too.

We invest time, capital, and talent to expand your operations, improve efficiency, and find new opportunities.

We bring in systems and professional support to reduce risk and take the burden of compliance, benefits, and HR off your plate.