STRATEGIC LEGACY PARTNERS

We build your team, your assets, and your company value

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WE HELP YOU:

Retain your most valuable employees

Our “golden handcuff” plans incentivize employees and executives to stay at your company.

Recruit high-quality candidates

We offer customized benefit plans to help you attract top employees and executives.

Incentivize job performance

Our innovative compensation structures tie employees’ financial success to the company’s success.

We exist to help you build a stronger team and maximize your company's value.

Gabe Pelphrey, Principal of Strategic Legacy Partners

OUR CLIENTS

We serve companies ranging from $1 million to $8 billion in annual revenue.

Our clients are leaders in the following industries:

Manufacturing
Health Care
Sports Teams
Constuction
Hospitals
Dealerships
Technology
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Media

WHO WE SERVE

OWNERS

seeking to retain their best employees

EXECUTIVES

looking to retire with higher income

HR PROFESSIONALS

trying to recruit higher-quality candidates

WHY SHOULD YOU CHOOSE OUR PLANS?

92%

%

of Fortune 1000 companies offered executive benefit plans in 2017*

89%

%

of employees are actively looking for or would consider better opportunities**

87%

%

of organizations say recruiting and keeping top employees is one of their top problems***

26%

%

increase in annual revenue by organizations with formal employee engagement program****

We can help you recruit and keep your top employees, increase annual revenue, and create a customized, tax-efficient exit plan.

READY TO GET STARTED?

REFERENCES FOR STATISTICS
*2017 Study by AdvisorNews   |   **2016 Glassdoor US Site Survey   |   ***2016 Study by Future Workplace and Kronos   |   ****2015 Study by Aberdeen

© 2024 Strategic Legacy Partners

Securities offered through Lion Street Financial, LLC., Member FINRA/SIPC.

Investment advisory services offered through Lion Street Advisors, LLC., a registered investment adviser.

Lion Street Financial, LLC is not affiliated with Strategic Legacy Partners, LLC or Lion Street Advisors, LLC.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Strategic Legacy Partners at 817-527-5460 or info@stratlegacy.com.