PRESERVE.
INVEST.
GROW.
Our Mission
New England Legacy Partners is a family-run private investment group dedicated to acquiring, preserving, and growing small to mid-sized businesses across New England.
What sets us apart is our commitment to collaborating closely with business owners, ensuring their values and vision remain at the heart of the business during and after the transition. All discussions are conducted with fairness and integrity while maximizing mutual value for you, your family, and us as your partner.
Whether you seek an immediate exit with an upfront payout or prefer a gradual transition with flexible terms, we tailor our approach to meet your needs. As trusted stewards of your legacy, we honor the culture, people, and unique qualities that define your business, providing continuity and peace of mind for you, your family, and your team.
As Accredited Investors we have immediate access to capital and are equipped and dedicated to ensuring a timely and efficient process leading to final closing.
About Us
Scott & Stephen St. Mary
Founders & Managing Partners
As founders of New England Legacy Partners we each have over 25 years of success in business ownership, management and consulting with hands-on experience developing teams and driving performance through excellence in marketing, sales, finance and operations.
Throughout our careers, we have founded, owned, and operated a diverse range of small businesses, including pool cleaning, landscaping, and entertainment, as well as larger companies specializing in the design, development, and operation of technology systems for some of the nation’s largest organizations.
In addition, we bring over 20 years of combined experience in management and operations consulting for Fortune 500 companies. During this time, we have worked closely with executives to define growth strategies and build the teams and operational infrastructure required to execute them.
Our Comittment
We’re here to help you unlock the next chapter of your life by crafting a plan that delivers the financial freedom and lifestyle you’ve earned while protecting your business and its people.
Understanding that every owner’s circumstances and goals are unique, we begin by listening—learning how you envision the future for yourself and your company.
Every decision, from business valuation and payment terms to the duration and nature of your involvement—even agreements to safeguard valued employees—is thoughtfully designed to honor your priorities.
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Tailored Solutions: We customize every aspect of the exploration process, deal structure,and transition to reflect your unique interest, goals and priorities.
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Transparent Communication: We establish trust through open and honest discussions to ensure clarity and alignment every step of the way.
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Respect for Legacy: We safeguard the culture, values, and people that define your business, maintaining continuity and stability for the future.
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Flexibility in Transition: Whether you seek an immediate exit or prefer to remain involved in the business, we provide options that align with your vision
Immediate Access
to Capital
As experienced and Accredited Investors, we provide immediate funding for all-cash deals, offering a seamless and efficient transaction process with no reliance on third-party financing.
Our hands-on operational expertise and proven track record ensure certainty of closure, faster payouts, and fewer contingencies, enabling you to transition quickly to your next venture or personal goals with confidence
and ease.
We specialize in acquiring and growing small to mid-sized businesses with a proven track record of success and sustainable operations. Our focus is on businesses that align with the following parameters.
Gross Revenue
$3M - $10M in Annual Gross Revenue for past 3+ years.
Operational Stability
Strong Management and Operations Team in Place
Profitability
20%+ Gross Profitability for the past 3+ years.
Opportunity for Growth
Opportunity to grow and expand the business.
History of Sucess
Established and sucessfully operated for 10+ years.
Resiliant Industry
Limited risks from macro-economic downturns or AI.
Selling Your Business: A Step-by-Step Guide
Selling your business is a significant decision, and understanding the process can help ensure a smooth and successful transaction. Below, we outline the key steps involved:
01
Initial Information Sharing
Provide basic details about your business, such as a brief description, gross revenue, and profit margins. This helps potential buyers quickly understand the fundamentals and gauge their interest.
03
Understanding the Seller's Vision & Goals
We take the time to understand your reasons for selling, what’s important to you in a buyer, and your desired level of involvement post-sale.
05
Due Diligence
The buyer conducts a thorough review of your business’s operations and finances to confirm the information provided. Collaboration between buyer and seller is often required to address questions or provide clarification.
07
Final Due Diligence & Negotiation
The buyer completes any remaining due diligence, and both parties finalize the terms of the sale. This step ensures all outstanding details are addressed before drafting the agreement.
09
Closing & Funding
The sale is finalized with all required signatures. The agreed-upon funds are then transferred to you, officially completing the transaction.
02
Signing a Non-Disclosure Agreement (NDA)
Before sharing sensitive or proprietary information, both parties sign an NDA. This protects your business by ensuring all information shared remains confidential.
04
Sharing Detailed Information
Once interest is established, you’ll share more comprehensive information about your business, including operational details, customer base, employee structure, supplier relationships, and several years of financial statements.
06
Letter of Intent (LOI)
The buyer presents a non-binding Letter of Intent, outlining the proposed purchase terms, including the offer price, timeline, and key conditions. This serves as the foundation for final negotiations.
08
Agreement Drafting & Review
A formal, legally binding agreement is drafted to reflect the negotiated terms of the transaction. This document serves as the final blueprint for the sale.
10
Transition
Any transition plans outlined in the agreement are carried out. This may include transferring operational knowledge, introducing the buyer to key employees or customers, and ensuring a smooth handover.