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Focus on doing what you love

We share a passion for helping families by providing the best possible experience. This requires taking a personal approach to doing business, which is why Legacy Succession Partners was founded. 

Image by Richard Lee


We believe that people are happiest when they get to do what they do best. That's why we handle all the necessary but tedious tasks of running a business such as: payroll, administration, and tax filing. This frees you and your team to focus on what you do best: serving families.


We believe that successful partnerships are built on collaboration and mutual understanding. That is why we work closely with you and your team to identify your unique needs and goals, so we can add the most value to your business.  Our aim is to simplify your processes and maximize efficiency, allowing you to focus on what really matters, the families.

Our Support

We are here as a partner to offer you all the support that you need to be successful

Marketing & Sales

Finance & Accounting


Our Process

Introduction meeting

Getting to know each other.

We believe that understanding your unique needs and goals is essential to every meaningful partnership.


Getting to know the business.

Our team of experts evaluates your business and guides you through the process of gathering all required information.

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