Your Legacy Deserves More Than a Transaction

At Legacy by Oaks, we guide Montgomery and Southeast business owners through one of life's most important transitions—selling the business you built and securing the retirement you deserve.

Our Story

Built on Trust, Driven by Results

Legacy by Oaks was founded with a simple mission: to help business owners exit with confidence, dignity, and maximum value.

For years, we watched hardworking entrepreneurs pour their hearts into building remarkable businesses, only to struggle when it came time to sell. They faced uncertainty about valuation, worried about confidentiality, and felt overwhelmed by the complexity of the sale process. Many left money on the table. Others delayed their retirement dreams because they didn't know where to start.

We knew there had to be a better way.

Legacy by Oaks brings together deep market expertise, proven processes, and genuine care for the business owners we serve. We're not just brokers—we're advisors, advocates, and partners in your transition. Based in Montgomery, Alabama, with extensive reach across the Southeast, we understand the unique dynamics of our regional business landscape.

Backed by the trusted name and experience of S&K Services, Legacy by Oaks combines local roots with professional excellence. We've helped business owners across industries successfully transition to retirement, ensuring their life's work is valued, protected, and passed on to the right buyers.

Our Mission

Our Commitment to You

Honor Your Legacy

Your business represents decades of sacrifice, innovation, and achievement. We treat every sale with the respect and care it deserves, ensuring your legacy lives on.

Maximize Your Value

Through proven valuation strategies, strategic marketing, and skilled negotiation, we help you achieve the highest possible return on your life's investment.

Guide Your Transition

From initial consultation to closing and beyond, we provide expert guidance every step of the way, making your exit as smooth and stress-free as possible.

Why Legacy by Oaks?

Frequently Asked Questions

Clear answers to help you make confident decisions.

How much is my business worth?

Business value depends on multiple factors including revenue, profitability, assets, market position, and growth potential. We provide complimentary confidential valuations for qualified businesses in Montgomery and throughout the Southeast.

How long does it take to sell a business?

The typical timeline ranges from 6-12 months from listing to closing, though some businesses sell faster. Factors include business type, price, market conditions, and buyer financing.

Will my employees and customers know my business is for sale?

Confidentiality is our priority. We use proven methods to market your business discreetly, only revealing details to qualified, vetted buyers who sign non-disclosure agreements.

What types of businesses do you sell?

We work with a wide range of businesses across industries including manufacturing, service companies, retail, hospitality, healthcare practices, and professional services throughout Montgomery, Alabama, and the Southeast.

Get Started

Start Your Exit Journey with Confidence

Your business represents years of hard work, sacrifice, and achievement. Let Legacy by Oaks help you transition to the next chapter with a successful sale that honors your legacy and secures your financial future.