Brian Stephens – M&A Advisor, MBA, Tampa Business Broker

Brian Stephens, MBA, CEPA

Brian Stephens – M&A Advisor, MBA, Tampa Business Broker

Position: M&A Advisor - Construction, Environmental, Engineering and Tampa Business Broker

Personal Experience

Founder’s Educational Background and Professional Expertise

Dedicated with a strong passion to helping legacy business owners, navigate the complex process of selling their businesses, or transferring their businesses to family members, or even passing their businesses on to their employees. We have strong history and helping construction related companies, like HVAC companies, plumbing companies, electrical contracting companies, mechanical companies, and many more disciplines within that sector.

We’ve also worked with medical and dental practices. And have a passion for helping veterinary practices as well. We have sold a good number of online businesses for sale. Fitness and health related businesses for sale, professional services for sale, and Environmental and engineering businesses for sale.

Completed the training with the national Association of Certified Valuation analysts, receiving my CVA in 2021. We provide professional, business valuations, value, builder, assessments, and support the business Transition Council community at btctampa.com.

We’re here to help people sell their businesses successfully. And we love helping individuals, acquire existing businesses. We believe that when you sell a business, you share a legacy. When you buy a business, you begin to dream. We have been delighted to help individuals from the military, Army, Marine’s, Air Force, navy, etc. acquire the right business.

Visa Work – We have also enjoyed helping people from the round and country, acquire businesses through the E2 vsa, or L1 or EB5 programs. We’ve had the pleasure of working with clients from Canada, France, England, Ireland, Slovenia, Italy, Russia, Ukraine, Brazil, and many other countries from around the world.

Our founder’s extensive educational background, combined with a lifelong commitment to learning, sets the foundation for the expertise at Legacy Venture Group. With degrees in Environmental Engineering Sciences and Behavioral Sciences from the University of Florida, our leadership is equipped to understand both the technical and human elements of the industries we serve. This knowledge was further enriched by a Master’s in Business from Loyola College in Baltimore, Maryland, specializing in International Markets and Marketing.

Our founder’s professional development continued with targeted training in Mergers and Acquisitions in Kennesaw, Georgia, alongside further educational pursuits at the University of Maryland and the University of North Carolina at Chapel Hill. Additionally, our founder brings a wealth of experience from handling mergers and acquisition deals for major oil companies like Shell, Texaco, and Saudi Aramco across the Mid-Atlantic region of the United States.

Our Service Focus

Legacy Venture Group specializes in assisting business owners in planning their exit strategies, focusing on businesses with annual revenues from $2 million to $50 million. We have a proven track record across various industries, with particular emphasis on construction, engineering, environmental, and health and science-based companies.

Our team is comprehensive, capable of meeting the diverse needs of nearly any client. We start by understanding the people we work with, recognizing that every business owner has both personal and professional sides to their journey. While we excel in financial analysis, business valuation, and marketing, our initial approach is always empathetic—we listen intently to our clients to truly understand their needs and aspirations.

This deep-rooted understanding allows us to provide tailored advice and strategies that significantly benefit our clients during critical business transitions, ensuring every step is taken with precision and care.

Or the company that’s there for legacy business owners, who start to ask the following questions: can I sell my business? What is my business worth? Can I get a business valuation for my business or a business appraisal for my business? Who will buy my business? How long does it take to sell a business? Can someone help me here in the Tampa Bay area to sell my business? Or can someone help me here in Naples Florida to sell my business? And how do I know the right way to value my business? And exactly how does this whole business brokering work? And what’s the difference between a business broker and an MA advisor and a business ownership transition advisor? Do I have to work with the franchise like TransWorld, or Sunbelt Business Brokers, or The, or Business Brokers? Or FirstChoice, Business Brokers or Murphy Business Brokers? And in general what’s the market for selling my construction business or plumbing business or HVAC company? Or is this a good time to sell a distribution business or anything like that.

Brian Stephens, MBA, CEPA

Brian Stephens – M&A Advisor, MBA, Tampa Business Broker

Position: M&A Advisor - Construction, Environmental, Engineering and Tampa Business Broker

Personal Experience

Founder’s Educational Background and Professional Expertise

Dedicated with a strong passion to helping legacy business owners, navigate the complex process of selling their businesses, or transferring their businesses to family members, or even passing their businesses on to their employees. We have strong history and helping construction related companies, like HVAC companies, plumbing companies, electrical contracting companies, mechanical companies, and many more disciplines within that sector.

We’ve also worked with medical and dental practices. And have a passion for helping veterinary practices as well. We have sold a good number of online businesses for sale. Fitness and health related businesses for sale, professional services for sale, and Environmental and engineering businesses for sale.

Completed the training with the national Association of Certified Valuation analysts, receiving my CVA in 2021. We provide professional, business valuations, value, builder, assessments, and support the business Transition Council community at btctampa.com.

We’re here to help people sell their businesses successfully. And we love helping individuals, acquire existing businesses. We believe that when you sell a business, you share a legacy. When you buy a business, you begin to dream. We have been delighted to help individuals from the military, Army, Marine’s, Air Force, navy, etc. acquire the right business.

Visa Work – We have also enjoyed helping people from the round and country, acquire businesses through the E2 vsa, or L1 or EB5 programs. We’ve had the pleasure of working with clients from Canada, France, England, Ireland, Slovenia, Italy, Russia, Ukraine, Brazil, and many other countries from around the world.

Our founder’s extensive educational background, combined with a lifelong commitment to learning, sets the foundation for the expertise at Legacy Venture Group. With degrees in Environmental Engineering Sciences and Behavioral Sciences from the University of Florida, our leadership is equipped to understand both the technical and human elements of the industries we serve. This knowledge was further enriched by a Master’s in Business from Loyola College in Baltimore, Maryland, specializing in International Markets and Marketing.

Our founder’s professional development continued with targeted training in Mergers and Acquisitions in Kennesaw, Georgia, alongside further educational pursuits at the University of Maryland and the University of North Carolina at Chapel Hill. Additionally, our founder brings a wealth of experience from handling mergers and acquisition deals for major oil companies like Shell, Texaco, and Saudi Aramco across the Mid-Atlantic region of the United States.

Our Service Focus

Legacy Venture Group specializes in assisting business owners in planning their exit strategies, focusing on businesses with annual revenues from $2 million to $50 million. We have a proven track record across various industries, with particular emphasis on construction, engineering, environmental, and health and science-based companies.

Our team is comprehensive, capable of meeting the diverse needs of nearly any client. We start by understanding the people we work with, recognizing that every business owner has both personal and professional sides to their journey. While we excel in financial analysis, business valuation, and marketing, our initial approach is always empathetic—we listen intently to our clients to truly understand their needs and aspirations.

This deep-rooted understanding allows us to provide tailored advice and strategies that significantly benefit our clients during critical business transitions, ensuring every step is taken with precision and care.

Or the company that’s there for legacy business owners, who start to ask the following questions: can I sell my business? What is my business worth? Can I get a business valuation for my business or a business appraisal for my business? Who will buy my business? How long does it take to sell a business? Can someone help me here in the Tampa Bay area to sell my business? Or can someone help me here in Naples Florida to sell my business? And how do I know the right way to value my business? And exactly how does this whole business brokering work? And what’s the difference between a business broker and an MA advisor and a business ownership transition advisor? Do I have to work with the franchise like TransWorld, or Sunbelt Business Brokers, or The, or Business Brokers? Or FirstChoice, Business Brokers or Murphy Business Brokers? And in general what’s the market for selling my construction business or plumbing business or HVAC company? Or is this a good time to sell a distribution business or anything like that.