General: The Legacy Group provides high caliber, professional Exit Planning Consultation and Discreet Business Transfer assistance for mid-market businesses, business professionals (attorneys, accountants, etc.), and those special individuals/groups with the desire to take hold of life’s reins. 

 

Founded by Neil R. Palmquist, our President, on the belief that all individuals deserve the opportunity to “leave their mark on this world”, The Legacy Group was formed to help individuals do just that…  set new paths and pass along and/or create their own “Legacy”.

 

Mission: Our goal is to provide the highest levels of service, integrity and professionalism found in any industry… on any continent, as it relates to helping our clients’ OPTIMIZE their respective sale/exit of their business.  Dictated by our ethical priority to first understand… and only then… to be understood, all clients must be more than merely satisfied with our assistance, they must be thoroughly pleased with our services.

 

Background: A business owner and entrepreneur, our founder, Neil R. Palmquist, CM&AA (Certified Merger & Acquisition Advisor) has been providing management consulting and brokerage services for respectable multinational clients/customers since the mid 1990’s…  His realm of expertise and experience spans many industries and market segments…  He has managed and consulted on demanding national and internationally-scoped programs for Fortune 100 companies, as well as, manufacturing sole proprietorships.  …but found no experience as self rewarding as those that assisted like-minded individuals in establishing new paths for themselves and thus… The Legacy Group was born.

 

Business Method: To ensure the highest standards of knowledge and service… The Legacy Group has sought to form the strongest support network of professionals and associations in Legal, Accounting, Financing, and the Mergers and Acquisitions Industries…  No two businesses and/or individuals are alike.  Each is unique and must be approached as such to ensure they are properly evaluated and guided through our proven OPTIMIZING step-by-step exit preparation and discreet business transfer process.