Closings · Texas
Case studies are how an advisor proves what works. Below, Legacy's public-record closings — anchored on the Carlson dental practice that three prior brokers couldn't close in years, and Randy closed in three months.
three brokers. multiple years. then three months.
Dr. Hal Carlson, D.D.S., had listed his Texas dental practice with several different brokers across multiple years. Each engagement ran the same playbook — public listing, generic buyer pool, slow leads, no offer. He met Randy Kinnison in May 2023. The sale closed in August.
3 mo
Manufacturing transition (TX light-industrial).
Awaiting transaction-public sign-off. Posted here when the parties release the file.
your story belongs in this file.
Most owners explore a transition for years before they engage. The first conversation costs nothing and sets the value bar — whether or not we run the deal together.