your business legacy, our expertise

plan for
tomorrow,
today

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Exit planning done right is more than just walking away from your business

it’s securing the future you’ve
worked a lifetime to build.

we craft personalized

EXIT PLANS

Our goal is simple

We’re here to help you achieve the freedom you've earned while ensuring the longevity of your business.

As a business owner, you've invested countless hours, energy, and resources into growing your company. Now it's time to think about the next chapter—whether that's retirement, a sale, or transitioning your business to the next generation. At Legacy Advisors of the Lowcountry, we specialize in crafting personalized exit plans that allow you to preserve your legacy while securing your financial future. We offer a transparent, straightforward approach designed to guide you through every step of the transition process.

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Our Services

Statistics

on Exit Planning

the

Graphic of a hand holding a large diamond inside a circular frame.

70-80% of businesses put
on the market never sell

without proper planning, many business owners leave significant value on the table

Exit Planning Institute

Illustration of two faceless figures with arrows indicating a cycle or exchange between them.

Only 34% of family-owned businesses survive to the second generation

proper exit planning is crucial for legacy preservation

Family Planning Alliance

A circular graph with a bar chart in the middle and segment lines around it, representing data metrics.

75% of owners profoundly regret selling their business just a year after the sale

this can be avoided with a structured, well-planned exit

Exit Planning Institute

Graphic of a web browser window with lines of text and a large diamond icon in front.

Less than 2% of business owners know the true value of their business

knowing your business’s value is key to planning your future

IBISWorld report

Schedule a consultation with our exit planning experts.

Start preparing for your

Schedule a Meeting