Max value.
Faster closings. That's Legacy.

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Free Consultation on M&A Advising!
Focus on Running your Agency, We'll Handle the Details.

Legacy Group isn't just about the numbers. We're a passionate team dedicated to helping you exit your insurance agency on your terms.

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Featured Listings

Representing 
Insurance Agencies

With more than 40 years of experience our highly-skilled and trained M&A Advisors will sell your business for the highest return, and in the shortest transaction time possible.

Licensed: Tennessee, Mississippi, and Alabama

Are you ready to explore perpetuation options?

The process to place your business in the right hands is incredibly simple with us. There are just a few steps.

01

Starting Point. Free Consultation.

Get a consultation with our experts. We'll assess your current financial situation and understand your goals. If you're located in Mississippi or Alabama we can even come to you.

02

Customized Proposal to Sell Your Business

We create a personalized roadmap to success based on your unique business and aspirations.

03

Effortless Setup. Easy Valuation.

Our team collaborates with you to seamlessly create a valuation of your business to give you an idea of what you should list at.

04

Managing your business sale

Gain real-time access to exclusive private equity database and other resources. We handle everything from booking meetings to negotiations.

05

Post Sale Partnership

We're by your side every step of the way. Enjoy ongoing support from our dedicated team of experts.

Resources we use

Ditch the spreadsheets and let us unlock a world of the newest tech and resources to sell businesses.

Online
Postings

Exclusive private equity database

Advanced
research

Networking to find existing buyers

Included Services

We equip you with tactics that will assist in a successful sale. All at no cost to you.

“Legacy took the stress out of selling my agency. I got more than I thought for my business and they handled everything!”

Got Questions?
We've Got Answers

No question is too big or too small. Find answers to everything you've been wondering about selling your business.

Why can't I just sell my business myself?

You can! However, there are some major strategic advantages that having a M&A advisor brings:

- An intermediary or business broker will provide marketing services beyond what a seller can provide on their own. We bring leads to the table, create marketing collateral and organize it in a manner that makes it easy to understand and offer a transparent view of the business

- Organize multiple years of financial history on the business in a way that makes it attractive to buyers

- Organize data in a way that makes the business easy to sell

- Managing the entire sale process from advertising through due diligence, securing formal offers, negotiating based on realistic cash flow and asset values, using relationships with support industries such as legal and banking to close a deal

These are just a few of the ways we can help with an acquisition.

How much do you charge?

Our services come at no cost to you unless a buyer we bring to you purchases your business. We charge a percentage of the sale of your business. This amount depends on the size of your business and how much preparation to go to market it will require.

Is the process confidential?

Confidentiality is our top priority. We require all parties in the discussion of the acquisition to sign bulletproof NDAs that will protect you. For generating interest initially we give you final approval over what info we have on your listing.

How long does it take to sell my business?

The process typically takes from 90 to 150 days depending on the size of the business.

What happens when you find a qualified buyer?

Legacy streamlines the entire m&a process. We are with you from the valuation to post acquisition. We leverage our more than 40 years in business experience to create creative deal structures that align with your priorities.