Ridgewood-based The DAK Group and Legacy Partners Worldwide on Monday announced they formed a strategic partnership. The new alliance combines the full power of Legacy’s Master Exit Planning process with DAK’s expertise guiding owners through every step of a sale, merger or acquisition, to offer business owners a comprehensive, integrated path to a successful transition.
“This partnership underscores The DAK Group’s commitment to innovation in deal advisory,” Alan Scharfstein, CEO of The DAK Group said. “Clients will benefit from a single, cohesive engagement that addresses both preparation and execution.”
The partnership delivers a turnkey solution that begins with a detailed exit roadmap and ends with a well-executed transaction. Legacy Partners guides owners through a disciplined planning process, starting with a market-based business valuation and developing a strategy that maximizes enterprise value, aligns with personal and financial goals, and prepares for a successful internal or external exit.
“By combining Legacy Partners’ rigorous exit-planning methodology with The DAK Group’s proven M&A expertise we offer a seamless experience that positions middle-market businesses to attract the right buyers and capture maximum value upon exit” Chris Vanderzyden, CEO of Legacy Partners Worldwide, said.
Key Benefits of the Partnership Include:
Master Exit Planning Process: A structured, proactive approach to exit readiness, including:
- Business valuation and value enhancement roadmap
- Exit strategy selection: family succession, management buyout, ESOP, or 3rd-party sale
- Coordination with wealth managers, legal, and tax advisors to implement estate planning, tax mitigation and wealth preservation strategies
Seamless M&A Execution: Expert guidance from The DAK Group through every stage of the deal—from marketing to due diligence and negotiation to final close
Expanded Network Access: Combined reach across strategic buyers, private equity, family offices, and industry specialists to broaden opportunity
Tailored Support: Dedicated advisory teams providing hands-on service aligned with each owner’s goals, risk profile, and legacy aspirations
