Legacy Sales Process

Legacy's sales process generates successful results for a broad range of client needs, ranging from the sale of a few selected assets to an entire estate.

 

From day-one, Legacy works to understand client objectives and establish a plan to meet them. Price realized is just one element of a successful asset sale. Legacy sales plans also include definitive timelines and alternative disposition strategies for difficult to sell assets, removing the risk and uncertainy from the disposition.

 

Clients can expect total visibility into their sales. Legacy's online portal shows the status of each asset in real-time, and throughout the sales process, we communicate frequently and proactively about sale progress.

 

 


Sales Network

  • Auction Houses
  • Specialty Dealers
  • Online Marketplaces
  • Estate Liquidation Companies

 

  • Understand client timelines
  • Assess asset inventory
  • Categorize assets to be sold by Legacy
  • Communicate likely sales channels for identified assets
  • Establish price goals
  • Finalize and document sales plan for client review
  • Catalog each asset for sale, including purchase price, manufacturer, and other important details
  • Photographs each asset for listing
  • Develop online profile for items
  • Contact appraisers as necessary to set asset value
  • Confirm price goals and asset market values are in line
  • Provide clients with online login and password to view asset listings
  • List items for sale on online partner auctions
  • Present online asset profiles to auction houses
  • Contact traditional auction houses for syndicate listing
  • Contact historical buyers to offer items, as appropriate

  • Monitor online auction status and communicate to clients
  • Set sales with specialty buyers
  • Mange packaging, insurance, and transportation of each item as sold
  • Maintain accurate financial documentation as items are sold
  • Communicate status of sold/unsold items to client
  • Revise disposition plan based on progress of sale
  • Review unsold items with client and determine a final disposition strategy
  • Manage final estate sale with local partner, as necessary
  • Communicate with tax advisors and local charities, as appropriate
  • Arrange for transportation of remaining items from property
  • Create final disposition financial summary for estate planning and tax purposes