What Legacy Living does

Legacy Living, LLC is a privately-held senior living operator headquartered in Indianapolis, Indiana, that runs a multi-state portfolio of six residential care communities across Indiana (Fishers, Jasper), Ohio (Defiance, Green Township), and Kentucky (Florence, Lexington). The company was formed in 2015 by Tony Schantz after he developed and managed 11 senior living communities through prior ventures; co-founders Al Wurster (Principal, also President of Wurster Construction) and Steve Hodgson (Chief Operating Officer) round out the three-owner ownership group.

The company's core product portfolio is a three-tier continuum of care delivered at each community: Independent Living Town Homes (ground-level condos with attached garages and full amenity access), Assisted Living Residences (apartment-style units with personalized daily-living assistance and 24/7 licensed nursing), and Memory Care (a specialized neighborhood using Teepa Snow's 'Positive Approach to Care' methodology and Hand-Under-Hand technique). All three tiers share access to centralized amenities — restaurant-style dining, scheduled transportation, housekeeping, social programming, and maintenance-free living — enabling residents to transition between care levels without leaving the community.

Legacy Living generates revenue through recurring monthly fees charged to residents for housing, dining, amenities, and care services, with pricing varying by care level and selected living option. The company employs a sales-led, direct-to-consumer go-to-market model: each community has an Executive Director responsible for field sales and tours, supported by a centralized Sales and Marketing team and locally-targeted websites optimized for regional SEO. Its technology footprint is operationally conventional (WordPress-based corporate and community websites) with no disclosed AI, software, or platform products; the principal proprietary capability is the staff training program built around Teepa Snow's dementia-care methodology.

Name

Legacy Living

Legal name

Legacy Living, LLC

Website

https://legacyliving.biz

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Legacy Living is a privately-held Midwest senior living operator running six Independent Living, Assisted Living, and Memory Care communities across Indiana, Ohio, and Kentucky, generating recurring monthly resident fees under a sales-led, direct-to-consumer model.

Ownership category

akta.pro rank

Product category

Senior Living Services

NAICS

Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly (6233)

SIC

Services-Nursing & Personal Care Facilities (8050)

akta.pro primary industry

Continuing Care Retirement Communities (CCRC) with Memory Care (HLADACAD)

akta.pro secondary industries

Market-Rate Independent Living (Private Pay) Communities (HLADAAAA), Senior Living Property Management (BPAJAGAI)

Keywords

• Assisted living services
• Memory care services
• Independent living
• Senior residential care
• Retirement community operations

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Others

Revenue model

1. Senior Living Monthly Fees: Legacy Living generates revenue through monthly fees charged to residents for Independent Living Town Homes, Assisted Living, and Memory Care services. These fees cover housing, dining, amenities, and care services, with pricing varying by care level and living option selected.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Legacy Living operates senior living communities providing a continuum of care for older adults, including Independent Living Town Homes, Assisted Living Residences, and Memory Care services. Residents pay monthly recurring fees that cover housing, dining, amenities, transportation, housekeeping, and personalized care, with specialized memory care delivered through Teepa Snow's Positive Approach to Care philosophy. The company operates six communities across Indiana, Ohio, and Kentucky.

Product overview

Legacy Living operates a platform of three interconnected senior living care products across multiple communities in Indiana, Ohio, and Kentucky. The core portfolio consists of Independent Living Town Homes (ground-level condos with full amenities and maintenance-free lifestyle), Assisted Living Residences (apartment-style living with personalized care and medication management), and Memory Care (specialized neighborhood using Teepa Snow's care philosophy). All three products share access to common amenities and dining services, creating a continuum of care that allows residents to transition between levels of assistance as their needs evolve.

Differentiator

Problem solved

Functional benefit

Products and services

• Independent Living Town Homes Ground-level condo-style living with custom kitchens, attached garages, and access to community amenities including restaurant-style meals, social activities, and a maintenance-free lifestyle with 24/7 wellness support. Targeted at active seniors who want to eliminate the burdens of home ownership.
• Assisted Living Residences
• Memory Care
• Amenities and Dining Services

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• StoryPoint Group: Midwest-based senior living operator offering independent living, assisted living, and memory care across Michigan, Ohio, Indiana, and Kentucky. Closest direct geographic and operating-model comparable to Legacy Living.
• Anthem Memory Care: Focused memory care operator with communities across the Midwest and Western U.S. Directly comparable to Legacy Living's Teepa Snow-anchored memory care positioning and resident demographic.
• BHI Senior Living: Indiana-based senior living management and development company operating independent living, assisted living, and memory care communities in the Midwest. Similar regional cluster and continuum-of-care approach.
• Gardant Management Solutions: Assisted living and memory care management company operating 60+ senior living communities across the Midwest. Comparable size class, regulatory geography, and operational model.
• Provision Living: Mid-size senior living operator headquartered in the Midwest providing assisted living and memory care. Comparable multi-state footprint and private-pay model, with similar emphasis on person-centered care.
• Enlivant: Senior living operator with ~200 communities in 26 states focused on assisted living and memory care. Similar care product mix and private-pay economics, with broader geographic diversification.

Emerging players

• Silverado Senior Living: Memory-care-centric senior living provider with specialized dementia programs. Comparable to Legacy Living's clinical differentiation thesis around memory care, but with a more concentrated and clinical-care positioning.

Broad incumbents

• Atria Senior Living: Major private-pay senior living operator with ~200+ communities across the U.S., focused on independent living, assisted living, and memory care. Comparable care continuum and Midwest presence, with stronger brand and corporate scale.
• Sunrise Senior Living: Established senior living operator with a strong memory care and assisted living program across 270+ communities. Compares on continuum-of-care positioning and clinical excellence, including proprietary dementia training.
• Brookdale Senior Living: Largest U.S. senior living operator (~650 communities) offering independent living, assisted living, and memory care nationwide. Directly comparable continuum-of-care model, but at vastly greater scale and with deeper digital and corporate infrastructure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Living