Building Main Street Legacies
Explore what we offer
Creating Access to Capital
Mary Soldano, a top SBA 7(a) lender in the country, leads our lending efforts with unmatched experience. We help buyers secure the funding they need to acquire small businesses and build generational wealth partnering with the nation’s top credit union - Truliant FCU.
Turning life’s work into lasting value.
We guide small business owners through the sale of their companies with care, strategy, and integrity. As part of the First Choice Business Brokers network, we specialize in Main Street transactions that honor legacy while creating opportunity.
Moving the mission forward—property by property.
From helping clients find the right location to transitioning owned real estate during a sale, our team of licensed agents brings a stewardship mindset to every deal. We work with entrepreneurs, investors, and families to align property with purpose.
Case Study: Tasty Table Catering
Berwyn, PA — Acquired 2024
In 2024, we put our money where our mouth is and acquired Tasty Table Catering, an 18-year-old corporate catering business serving Philadelphia’s Main Line. The company had a strong reputation, a loyal client base, and deep community roots — exactly the kind of business we believe deserves a thoughtful and strategic transition.
We used an SBA 7(a) loan to finance the acquisition, working closely with the seller to preserve the culture, staff, and operational strengths of the company. Rather than overhaul what worked, we built on its legacy — investing in its people, systems, and growth plan alongside our partners.
Today, Tasty Table continues to serve clients with excellence — and stands as a proof of concept for what we do at Legatum Familiae:
Help owners exit with confidence. Help buyers build with purpose. Create Main Street millionaires through real business ownership.
Who we are
At Legatum Familiae, we are not bankers or brokers in suits. We are entrepreneurs, advisors, and owners who believe in the power of small business to build generational wealth and lasting legacy. Our team brings experience from lending, real estate, business brokerage, and ownership — and we’ve walked the very path we now help others follow.
We believe in doing business with integrity, in walking alongside our clients, and in stewarding what others have built with care.
Contact Us
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