Secure your retirement.
protect your people.
keep vermont strong.
When small businesses plan their transition, owners enjoy the retirement they've earned, employees keep their jobs, and communities continue to thrive. At Green Mountain Legacy, we help you design a clear path forward - so your life's work continues to serve the people who depend on it.
Smooth Transitions
We make the handoff simple—minimizing disruption so you can retire with confidence while your business continues to run smoothly.
Preserving
what matters
Your business is more than numbers. We protect the jobs, relationships, and community ties you’ve built, ensuring they carry on into the future.
Trusted
experience
With years of experience managing and growing small businesses, we guide transitions with care. You can count on us to handle details so nothing is left to chance.

1. Start the conversation
The first step is a no-pressure conversation to understand your goals for both the sale of your business and your retirement. We’ll talk through your business’s history, current operations, and your desired timeline for stepping away. This is also your chance to ask questions about the process. Our aim is to get a clear picture of what success looks like for you, so we can create a plan that’s aligned with your vision. Everything is confidential, with no obligation to move forward.
2. Plan your legacy
Once we’ve learned about your business and goals, we’ll design a transition plan that reflects your hard work and ensures a smooth handoff. This includes valuing the company, creating a roadmap to secure your retirement, and planning for continuity so employees keep their jobs, customers are supported, and ownership responsibilities are passed on with confidence. Our goal is to turn your business into a lasting legacy while preparing you for the next chapter.


3. Transition with confidence
With your transition plan in place, we guide the process of bringing it to life. From finalizing the agreement to stepping into daily operations, we ensure the handoff is handled with care and professionalism. We take on the responsibilities of ownership so you can step back confidently—knowing your employees are supported, customers are cared for, and your retirement is secure. Our goal is to make the transition seamless for you, your team, and your business.
