“Legacy Advisors has set a standard that everyone else in the business should aspire to.”

Bo Burlington, Author, “Finish Big: How Great Entrepreneurs Exit Their Companies on Top”

Legacy Business Advisors Mid-Atlantic offers confidential executive and management services to small and mid-sized businesses, entrepreneurs, and local/state leaders.

Our goal is to empower closely held business owners with the necessary tools to build, grow, and transition successful businesses. With a team of experienced advisors and a vast national network, we cater to a diverse client base, providing personalized solutions that align with their unique needs.

Contact us today to learn how we can help you innovate and succeed in your business endeavors.

Our Advisors

Our advisors are leaders in the business planning and financial services industry and are eager to apply their unique experience and expertise on behalf of the clients they serve.

Our advisors have a shared commitment to offering solutions to business owners who are seeking assistance with determining a plan for the next phase in their company’s existence.

David Stephens, CFS, CFBS
David Stephens, CFS, CFBSPresident/ Founder
Buck Jones,
Buck Jones, Business Advisor
Courtney Strawhand,
Courtney Strawhand,Chief of Operations

Strategic Alliances

Our process is enhanced by industry-leading tools and assessments. We have strategic relationships with service providers who help us deliver on the promises we make to our clients. Our advisors across the country keep us on the leading edge of new techniques which are quickly adopted thanks to the help of these organizations.

BizEquity is the world’s only patented and the largest provider of business valuations, having valued 33,389,942 private businesses globally.

BEI helps business advisors worldwide create and deliver tens of thousands of planning solutions to business owners.

Legacy Advisors Network exists to provide timely and valuable resources to business owners and their advisors that inform business owners of the value of their business and help them identify and select the best option to realize that value as they complete their transition into the next chapter of their lives.