Our Services
At Legatum Familiae, we specialize in guiding Main Street entrepreneurs through life-changing transitions — whether it’s acquiring your first business, planning a legacy exit, securing SBA financing, or aligning real estate with long-term goals.
We bring hands-on experience, personal ownership, and a stewardship mindset to every deal. This isn’t Wall Street. It’s Main Street — and it deserves expertise, care, and vision.
SBA 7A Consulting & Lending
Ready to Buy a Business — But Not Sure Where to Start?
Connect with Mary Soldano, the nation’s top SBA 7(a) lender, to discuss your deal, prequalify for financing, and get clarity on your next step.
Business Brokering
Buying or Selling a Business? Start with a Strategy.
Whether you're ready to exit a business you've built or looking to acquire your first, our team is here to guide you through every step.
Let’s talk timing, valuation, and the roadmap ahead.
Real Estate
Looking to Buy, Sell, or Relocate Your Business?
Our licensed team brings a legacy-first mindset to commercial real estate. Whether you're acquiring a new space, selling an existing property, or aligning your real estate with your business goals — we’re ready to help.
Contact us
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