Contact Us

All communication with Legacy Consulting will be CONFIDENTIAL, and initial discussions and consultations are available without cost or obligation.

To contact us, call us anytime

(800) 755-9243 or
(541) 306-3333

70 SW Century Drive Suite 100-400
Bend, OR 97702

You may also reach us directly:

Jim Stewart: (808) 276-0550 (personal cell) (personal email)


"Jim and his team are true professionals! They walked us through every step from A to Z and my husband and I could not be more thankful. There is no one better at what they do than Legacy.” 

Susan W.
(Riverside, CA)


“I had a pretty large base of customers with solid RMR but no contracts. Others told me I had no value but Legacy Security said “No Contracts, No Problem. What a great service they offer”

Ricardo E.
(Waco, TX)


“I have sold thousands of alarm systems but I have never sold an alarm company and it’s a very different animal. I did not know what deferred revenue, attrition caps, seller indemnification, and true-ups were until I started this process with Legacy. Having a professional broker paid us back many times more than their small fee.”

Kelly S.
(Tempa, FL)


" No more round the clock calls from frantic customers and the “what if” fear of owning a company that deals with the protection of life and property. All I can say is Thank God I sold and retired. My life is finally mine again"

Stephen A.
(Evertt, WA)


“Having a broker that has been in the industry for 30 years and who used to own his own large alarm company made a world of difference. Other brokers come from the finance world and just wanted to piggy back on my life's work. I see why Jim named his company Legacy because he really found the right buyer who will carry on our “Legacy” indefinitely.”

Milton R.
(Boston, MA)



“I think Jim being a former owner with thousands of his own monitored accounts made him understand the unusual connection and concern we had with selling our company to just anyone. His honest and straightforward advice was refreshing and appreciated. He found us the best buyer at the best price. I could not give a higher recommendation than Legacy Security. Thanks to Jim and his team!”

Phil & Marilynn
(Edina, MN)



“My biggest concern by far was confidentiality. If my customers, employees or competitors got wind that I was thinking of selling, it could be devastating. Jim and his close knit team provided absolute discretion right down to the moment we closed and funded. Nothing was jeopardized and my wife and I are comfortably retired in Boca.”

Saul & Sarah G.
(Millburn, NJ)




“In the same way ADT drastically reduced the installation dollars from our industry, Simpli-Safe and the DIY companies are going to do the same to the RMR dollars. That’s why we decided to sell and cash in now. Legacy made that happen at a very high multiple.”

Lorenzo & Charlotte.
(Scottsdale, AZ)


“I wanted to raise money but not get out of the industry at this time. Legacy helped me sell a group of accounts at a great multiple and I still maintained ownership of my company and everything else. Couldn’t be happier”


Mike P.
(Provo, UT)



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"Top 7 Mistakes" when selling your security alarm company

Don't even THINK of selling your company or accounts without reading this important book. This free ebook will clearly explain the costly mistakes owners make when selling their security alarm company.

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