Legacy & Succession

Financial Services • 3030 NW EXPRESSWAY STE 700, Suite 404, United States • 11-20 Employees

Company overview

Headquarters	3030 NW EXPRESSWAY STE 700, Suite 404, Oklahoma City, Oklahoma 73120, US
Phone number	+14057085508
Website	legacysuccession.com
NAICS	52
Founded	1967
Employees	11-20
Socials

Key Contacts at Legacy & Succession

David Ortiz

Director Of Strategic Planning

David Chaney, Chfc Advising Legacy Minded Entrep

Founder

Legacy & Succession Email Formats

Legacy & Succession uses 2 email formats. The most common is {first initial} (e.g., j@legacysuccession.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@legacysuccession.com	66.7%
{first name}	john@legacysuccession.com	33.3%

About Legacy & Succession

For three generations, our mission has been the same. Unite families, preserve values, and impact the world by empowering entrepreneurs and the families that run them. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by and may not represent the views of HTK or its affiliates. This material is not intended as a recommendation, offer, or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services are offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 800-873-763. Legacy & Succession and other listed entities are not affiliated with HTK. 8284279RG_Aug27

Legacy & Succession revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Legacy & Succession has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Legacy & Succession has never raised funding before.

Legacy & Succession Tech Stack

Discover the technologies and tools that power Legacy & Succession's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Vimeo

Video players

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Frequently asked questions

Legacy & Succession is located in 3030 NW EXPRESSWAY STE 700, Suite 404, US.

You can reach Legacy & Succession at +14057085508.

Legacy & Succession was founded in 1967, making it 59 years old. The company has established itself as a significant player in its industry over this time.

Legacy & Succession has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Legacy & Succession

David Ortiz

Director Of Strategic Planning

David Chaney, Chfc Advising Legacy Minded Entrep

Founder

4.8

40,000 users