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YOUR BUSINESs - YOUR LIFE - YOUR LEGACY

Unlocking Value
our services
MERGERS & ACQUISITIONS
Legacy is a lower middle market Business Advisory firm headquartered in Charlotte, North Carolina. We offer Sell-Side as well as Buy-Side M&A Services.
BUSINESS ADVISORY
Legacy offers several Business Advisory services, including Business Valuation, Financial Analysis and Support, Exit Planning and more.
PRINCIPAL INVESTING
We understand that people are a company's greatest asset. We will invest in the employees to provide an opportunity for a company to reach its maximum potential.
WHY LEGACY ?
PASSIONATE PEOPLE
PROVEN PROCESS
EXPERIENCED OWNERS
CREATIVE STRUCTURES
client focused
RESULTS DRIVEN

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