Building Main Street Legacies

We help entrepreneurs buy, sell, and finance small businesses through SBA lending, brokerage, and real estate advisory.

Explore What We Offer

Creating Access to Capital
Led by top SBA 7(a) lender Mary Soldano, we help buyers confidently and strategically secure the financing needed to successfully acquire small businesses and build lasting generational wealth through our trusted partnership with Truliant Federal Credit Union.

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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.

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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.

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Tasty Table Catering

Case Study

In 2024, we put our money where our mouth is and acquired Tasty Table Catering, an 18-year-old Main Line business, using SBA 7(a) financing. The acquisition became a real-world example of how thoughtful transitions can preserve legacy while creating new ownership opportunities.

Who We Are

At Legatum Familiae, we’re not just bankers or brokers — we’re entrepreneurs, advisors, and owners who believe in the power of small business to build generational wealth. With experience in lending, real estate, brokerage, and ownership, we’ve walked the same path we now guide others through.

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!

Phone: (443) 603-7081

Email: Mary@legatumfamiliae.com