Legacy Advisors Arizona

Legacy Advisors Arizona helps business owners understand what their company is worth and plan an orderly exit from it. Its core work is business valuation and succession planning, with value enhancement strategies, mergers and acquisitions experience, and help turning business value into a retirement income plan. Founding members Joe Scheid and Diane Thomas lead the advisory work, and Kristin Sica handles client relations.

The process begins with discovery conversations to clarify goals, followed by an assessment of the business and a plan to reach those objectives. Consultations are arranged by appointment through the website or by phone. The office is in Scottsdale, and the firm emphasizes trust and confidentiality from the first meeting.