Why LegacyOne Group?

Expertise

The professionals of Legacyone Group, LLC are certified public accountants that possess an in-depth knowledge of the commercial financing landscape, prevailing interest rates and the operations of nonprofit organizations. Our professionals provide the market incite, strategic direction and financing expertise that will save clients time and money.

Relationships

Our firm maintains a national network of relationships with lenders and broker/dealers that offer financing to nonprofit organizations at excellent risk adjusted terms. Our lender contacts provide verbal indications of interest within forty-eight hours of initial contact and formal proposals within a timeframe (generally two to three weeks) specified by the RFP.

Experience

Our firm does not employ entry level professionals. Our team is comprised of all senior level advisors. Collectively, our professionals have over 30 years of experience serving nonprofit organizations and have successfully closed over $ 1 billion of financing transactions, resulting in millions of dollars of interest savings for our clients.