Legacy Business Brokers

What Legacy Business Brokers does

Legacy Business Brokers is a privately held business brokerage and M&A advisory firm headquartered in Scottsdale, Arizona, founded in 2021. The company serves three customer groups: (1) small to mid-sized business owners in the lower middle market (typically $1M-$30M+ valuation) seeking to sell their businesses, (2) buyers and acquirers — including entrepreneurs, private equity groups, and strategic buyers — seeking acquisition opportunities, and (3) aspiring brokers who license the Professional Business Intermediary (PBI) program to launch their own practices. Core revenue is generated through three streams: sell-side brokerage commissions averaging $50K per closed deal, M&A advisory fees on complex lower middle-market transactions, and licensing fees of $60K-$110K plus 10-20% royalties from PBI licensee brokers.

The firm's technology stack centers on an AI-augmented research and analytics platform combined with proprietary deal management systems. Notable components include a Buyer Network of 2,400+ pre-vetted buyer profiles, a secure Broker Portal for licensees (deal pipeline, research suite, document handling), and a proprietary seller-lead engine that generates and qualifies seller leads. AI capabilities are described as "AI-augmented" research and predictive analytics used to prepare comparables and counterparties, layered over human deal-making expertise. Buy-side mandates follow a 5-phase process over 14-20 weeks, and sell-side engagements follow a 5-phase process over 16-20 weeks.

The go-to-market combines direct advisory engagement with a nationwide licensed broker channel and a gated buyer registration portal. Pricing tiers for licensing are publicly disclosed: an Associate tier at $60K with 6 guaranteed hot leads per month, a Professional tier at $85K (most popular) with 10 leads, and an Enterprise tier at $110K with 15 leads and priority data requests. The company cites operating presence across at least Scottsdale, Dallas, Austin, and Nashville, and serves 10 industries including Construction, Manufacturing, Home Services, and Technology. Public case studies include a construction firm sold at 3.5x EBITDAR in 6 months and 15% above asking price, and a home-builder with $40M revenue, $5.5M EBITDA, and $12M FF&E.

Name

Legacy Business Brokers

Legal name

Legacy Business Brokers

Website

https://thelegacybrokers.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Legacy Business Brokers is a Scottsdale-based business brokerage and M&A advisory firm serving lower middle-market business owners, buyers, and aspiring brokers through its brokerage services, AI-augmented deal tools, and a Professional Business Intermediary licensing program.

Ownership category

akta.pro rank

Product category

Business Brokerage and M&A Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Sell-Side Business Brokerage (FSAEAIAC)

akta.pro secondary industry

Lower Middle-Market Business Brokerage (FSAEAIAB)

Keywords

• Business brokerage services
• M&A advisory services
• Lower middle-market transactions
• Business valuation services
• Broker licensing program

Headquarters

HQ city

Scottsdale

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. Sell-Side Brokerage Commissions: Transaction-based commissions on successful business sales. Brokers represent sellers, market businesses confidentially, negotiate deals, and earn commission upon closing.
2. Broker Licensing Fees: One-time licensing fees for the Professional Business Intermediary (PBI) program, with tiers ranging from $60,000 to $110,000. Includes ongoing royalties of 10-20% on completed deals.
3. M&A Advisory Services: Investment banking-level advisory for complex transactions including strategic sale planning, confidential auctions, management buyouts, and PE recapitalizations. Revenue from advisory fees on completed mandates.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

Legacy Business Brokers is a Scottsdale-based business brokerage and M&A advisory firm that represents small to mid-sized business owners in buying and selling businesses in the lower middle-market (roughly $1M-$30M+ valuation). It complements direct advisory services with a Professional Business Intermediary (PBI) Licensing Program that recruits independent brokers to operate under the Legacy brand and uses AI-augmented research, a proprietary broker portal, and a 2,400+ buyer network to source deals and manage transactions end-to-end.

Product overview

Legacy Business Brokers operates as a unified platform combining business brokerage services with proprietary technology. The core offering includes Business Brokerage Services (buy/sell representation) and M&A Advisory Services (complex transactions). Licensed brokers access a proprietary Broker Portal with backend research suite, while the company maintains a Buyer Network of 2,400+ qualified buyers. The PBI Licensing Program allows individuals to launch their own M&A practices using Legacy's tools, leads, and branding.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Brokerage Services Comprehensive buy- and sell-side business brokerage representation for small to mid-sized business owners in the lower middle-market, including valuation, packaging, confidential marketing to a 2,400+ buyer network, negotiation, due diligence guidance, and transaction coordination through closing.
• M&A Advisory Services Wall Street-grade M&A advisory for complex lower middle-market transactions, including strategic sale planning, confidential auctions, management buyouts, and PE recapitalizations, combining analytical rigor with personalized service.
• Professional Business Intermediary (PBI) Licensing Program Three-tier licensing program (Associate $60k / Professional $85k / Enterprise $110k) that enables individuals to launch an independent M&A or business brokerage practice under the Legacy brand, including exclusive monthly seller leads, training, coaching, a custom website, branded materials, backend portal access, and a 10-20% ongoing royalty structure with a 12-month money-back guarantee.

Quantifiable outcome

• 97% broker satisfaction rate among licensed brokers
• +5 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature5 records

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/legacy-business-brokers

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Legacy Business Brokers