Dave Seitter

Expertise

Succession planning and business transition strategy Internal succession and long-term ownership paths (management transition, partner transition, family transition) Pre-transaction readiness and de-risking (clarity, alignment, sequencing) Advisor team

Buzzwords

Succession planning Transition planning Exit readiness Internal transfer Management buyout (MBO) Partner transition Family business transition Continuity planning Business readiness assessment Value preservation Risk reduction Clarity and align

SF14 Testimonial

To connect with all the amazing professionals already helping the business owners I co-founded Montage Legacy to serve. Together, we can do more to help them with the biggest transaction of their lives.

Introdution Template

How to introduce me:

Subject: Quick intro: [Owner Name] Dave Seitter (Montage Legacy Advisors)

Hi [Dave],
Introducing [Owner Name], [title] at [Company]. [He/She/They] is thinking about succession/transition and is looking for clarity on options and a practical path forward.

Hi [Owner Name],
Dave helps owners and their advisory teams get clear on succession and transition options (often including internal paths) and build an executable roadmap through Assessment, Plan, and Implementation. Dave is very referral-safe: no hard-sell, no taking over, and he keeps the advisor looped in.

Dave, I’ll stay connected here as needed.
Thanks,
[Your Name]