Business Valuation | Succession Planning

Success Stories

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They have extensive knowledge, skills and qualifications from years of working as financial & business advisors. They lay it all out for you, from the value of your business, to options for succession planning that are custom tailored for your goals. They start by getting to know you – what makes you tick and identifying your objectives.

I highly recommend Joe and Diane with Legacy Advisors Arizona. They are outstanding advisors, confidantes, mentors, coaches or whatever it is you need to accomplish your business and financial requirements.

Scott Boyer
National Document, LLC

For 5 years, my partners and I have worked with Joe and Diane at Legacy Advisors Arizona. They are Diamondback Design Group’s business consultants. We needed help and guidance on developing our exit strategy and Joe and Diane jumped in and spent the time to get to know our business inside and out.  They also recommended top-quality local resources on the legal side of the business to assist in finalizing our Operating Agreement, Employee Agreements, and Handbooks.  Getting these items in place, among other things, will allow our business to continue to grow and become more valuable to meet our future plans.

I highly recommend Joe and Diane to any small to medium size business looking to build a successful business with an appropriate exit strategy.

Terry Johnson, President
Diamondback Design Group