The Team

Nick Arellano

For nearly a decade, Nick Arellano has led Your Legacy Partners, blending twenty years of advisory and acquisition expertise with founder‑to‑founder collaboration to maximize enterprise value and design purposeful second acts.

About me

About

Nick Arellano has been leading Your Legacy Partners for nearly a decade, driven by one conviction: true value isn’t captured in a single transaction but forged over time through deep collaboration. Over twenty years advising founders—first at Morgan Stanley and then as a buyer of small businesses—Nick witnessed how templated exits leave owners wondering what they’ve missed. He traded boardroom presentations for hands‑on partnership, rolling up his sleeves to enhance operations, uncover hidden upside, and amplify enterprise worth long before any term sheet arrives.Armed with an MBA from Chicago Booth and credentials as a CVA®, CEPA®, CFP®, and CIMA®, Nick combines marketplace insight with founder-to-founder empathy. He dedicates up to two years alongside each client—rooting out risks, aligning strategy with personal purpose, and designing a second act that transcends mere wealth. Under his guidance, your sale becomes the launchpad for board leadership, new ventures, and intergenerational impact, ensuring the legacy you built continues to shape the world.‍

Role

Managing Partner, CFP®, CIMA®, CVA®, CEPA®

Author's Articles

How Technology is Empowering Founders During the Sale

How Technology is Empowering Founders During the Sale

Nick Arellano shares how emerging tech tools and thoughtful planning are helping business owners regain control—and clarity—when it’s time to sell.

The Overlooked Founder

The Overlooked Founder

Nick Arellano sheds light on the blue-collar founders whose multi-million-dollar businesses power the economy—but who too often feel overlooked, unsupported, and misunderstood during the most important transitions of their lives.

Key Strategies to Maximize Value Before Selling

Key Strategies to Maximize Value Before Selling

Nick Arellano outlines the practical, often-overlooked strategies that help business owners maximize both the value—and the legacy—they secure when it’s time to sell.

What the Second Act Really Means

What the Second Act Really Means

Nick Arellano explores why so many business owners struggle with regret and lost purpose after selling—and how thoughtful second-act planning can transform a transition into a meaningful new chapter.

Why the Financial System Isn’t Built for Founders

Why the Financial System Isn’t Built for Founders

Nick Arellano explains why today’s fragmented financial system often leaves business owners unprepared and undervalued during the sale of their life’s work—and what founders should know before making a move.