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Why use a CBI?

Assisted Living


Our sell-side process is as follows:


  • A level-set on owner objectives: strategic, personal and financial

  • Due diligence and valuation, to prepare for buyer scrutiny

  • Buyer identification is critical, and needs to consider both strategic and financial fit

  • Positioning – including material preparation – highlights our clients’ strengths and anticipates buyer questions and due diligence

  • Managing the “auction process” – buyer candidates provide formal indications of interest, and with multiple parties, a managed auction process is designed to maximize value

  • The negotiation process: Legacy is on the front lines. Our clients are able to run their business and then they join the process at key points. This approach maximizes success rate and value

  • Due diligence and closing: the buyer usually has intense due diligence requirements. Legacy continues to manage the process, including interaction with legal, accounting, etc., on through closing.



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Legacy serves as an extension of each client’s management team – as a trusted advisor with the right set of skills and experience to manage a business sale or divesture. Quite simply: we dive in, focus on value, and achieve optimal outcomes.

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