Legacy Brokerage

The dry cleaners around the corner, the nail salon across the street, and the restaurant tucked between high-rises might seem like just what they are — places to get a shirt pressed, nails done, or a meal served. But they’re so often more than that.

More likely than not, they're the first tangible asset a family builds, an anchor for their plans for upward mobility. However, even more than that, they're the culmination generations of dreams, culture, and legacy made visible, present, and known.

Historically, these small businesses are a legacy passed down to the previous generation to the next.  However, as of 2024, 60-70%   of small business owners have   no succession or transition plan   and are often   forced   to sell.

On the other hand, the path for buyers isn’t simple. Access to capital remains one of the biggest barriers — especially for first-time buyers, entrepreneurs of color, or those without generational wealth. Traditional lenders often require high personal collateral, long credit histories, or a track record of prior business ownership — criteria that exclude many of the very people most committed to revitalizing and sustaining these businesses.

Whether you’re passing down a legacy, looking to inheriting one, or planting the first seed  — if you’re building through small business, we want to hear your story.

We connect legacy business owners and aspiring buyers to the resources, relationships, and hands-on support  they need to navigate transitions, secure funding,  and keep community-rooted businesses alive — and thriving.