WE ACQUIRE LEGACY BUSINESSES
TOGETHER WE CAN ACHIEVE MORE!
WE ACQUIRE LEGACY BUSINESSES
TOGETHER WE CAN ACHIEVE MORE!
What We Do
The Legacy Firm
DEAL SOURCING & ORIGINATION
DEAL SOURCING & ORIGINATION
DEAL SOURCING & ORIGINATION
Negotiation & Procurement
BUSINESS PLANNING
DEAL SOURCING & ORIGINATION
DEAL SOURCING & ORIGINATION
Formal Business Coaching, Aiding & Creating of Key Performance Indicators
GROWTH
DEAL SOURCING & ORIGINATION
GROWTH
Grow the Company by Acquisitions and Strategic Add-Ons
Site Content
opportunities by acquiring Business acquisition loan
opportunities by acquiring Business acquisition loan
opportunities by acquiring Business acquisition loan
20% Share of Profits, 20% Upon Sale of the Business, & Option for up to 20% of Real Estate.
and/or
Invest the 20% of downpayment for a 40% cash return
Partnering with The Legacy Firm
opportunities by acquiring Business acquisition loan
opportunities by acquiring Business acquisition loan
- Sign Service Agreement
- Invest $10,000 in 1-Year Acquisition Search
- Review Target Companies with The Legacy Firm
- Partner on a Transaction
- Build Wealth through Ownership
Meet the Team
Beatrix Davis - Managing Partner
Sam Hall - Senior Business Development Manager
Jordan Gary - Senior Business Development Manager
Mrs. Davis has more then 25 years of hands-on industry experience within the following verticals trucking, healthcare, finance , manufacturing and construction. While working within corporate American Mrs. Davis, knowledge, ethical and integrity always lead to Leadership position. Within these varies roles she was able to scale each business to high-level of profitability. Soon the entrepreneur spirits soon hits Mrs. Davis to take her many years of experience and knowledge to move forward in creating several highly profitable businesses of her own. Each stage of Mrs. Davis life has gear her ambition and driven nature to move to the higher and next level of her career.
The word” LEGACY” sit within Mrs. Davis, foundational piece of her overall make-up. Mrs. Davis create “The Legacy Firm”, to now acquire businesses that fit this models. Maintaining the brand of the entity, pay homage to business owners that has pour into these business and scale it. Mrs. Davis is and investors will a diversity and intricate background and very skilled at business strategies, structure, expansions and development.
Jordan Gary - Senior Business Development Manager
Sam Hall - Senior Business Development Manager
Jordan Gary - Senior Business Development Manager
Jordan Gary was born and raised in California. He was not born into a wealthy or financially stable home, which drove him to pursue different options to change his environment. Upon graduating, he immediately started working in various fields including detailing busses, construction, and farm equipment fabrication. He realizes that he needed to start thinking about his future so he proceeded to follow his father's footsteps and joined the military. He joined the Army and continue to grow his knowledge in Financial Literacy before finally transitioning into a Business Development Manager for The Legacy Firm. He is excited to see where the organization will be going in the future and will definitely be forever grateful for the opportunity to showcase what the firm has to offer.
Sam Hall - Senior Business Development Manager
Sam Hall - Senior Business Development Manager
Sam Hall - Senior Business Development Manager
Sam Hall is a Senior Business Development Manager for the Legacy Firm. He is an experienced organizational leader with a background as a financier event coordinator, and manager with a strong history of successful implementation of operational procedures and spearheading collaborative efforts.
As a senior executive for the Legacy Firm Sam’s responsibilities include locating, defining and targeting key business prospects. As well as establishing and nurturing relationships with prospective partners and customers
Christine Panaligan Executive Assistant
Carolyn L. Richards - Financial Service/ Business Development Manager
Sam Hall - Senior Business Development Manager
Christine Panaligan is a hardworking and self-motivated assistant. She has an experience as a Virtual Assistant for over years and is proficient in Social Media Management and Virtual Assistance.
She works with honesty, sincerity, and professionalism. You can check at her previous work. She has done all previous work with 100% client's satisfaction and worked in many organizations. She has a great passion for working as a VA and have been doing that in the last 5 years so she has gathered enough experience to meet your needs.
She is one of the senior member of the Legacy Firm and she is tasked to manage social media, increase engagement, conduct research, and create graphics. Also provides administrative services directly to the client and owner.
Carolyn L. Richards - Financial Service/ Business Development Manager
Carolyn L. Richards - Financial Service/ Business Development Manager
Carolyn L. Richards - Financial Service/ Business Development Manager
The Legacy Firm is excited to welcome Carolyn L. Richards to the team. As a former Director of Community Education for Florida A&M University, Chicago Public Schools Business Manager and American Express Merchant Financing Specialist, to name a few, she brings with her a wealth of knowledge and experience to enhance and support the goals and mission of the Legacy Firm.
As a world traveler Carolyn is sensitive to the impact that cultural diversity has on international mergers and acquisitions. She will play a key role in maneuvering this delicate balance for the team and its partners in an effort to ensure smooth transitions.
With a Bachelor’s degree in Business Economics and a Master’s degree in Counseling Carolyn possesses a unique insight on how to strategically navigate the technical business aspects of M&As; while simultaneously integrating the “soft” skills of dealing with the people side of the process.
As a member of the Legacy Firm team Carolyn looks forward to incorporating her ability to strategize, research, manage, perform under pressure, pay close attention to detail, bring people together for the purpose of a common goal and ultimately drive the deal to its intended end of a successful and profitable M&A for all parties involved.