The Legacy Energy Consulting Business Sale Process: Edition 2 of 7

September 15, 2026

The first major preparation step is developing the CIM and financial package. These materials introduce the company to qualified buyers, explain why the opportunity is attractive, and organize key information for initial evaluation. The objective is to be clear and credible while protecting confidentiality and avoiding unnecessary disclosure too early.


What the CIM does: The CIM introduces the business in a professional, buyer-ready format. It tells the company's story, summarizes key strengths, and organizes the information buyers need to understand the opportunity at a high level.


What buyers expect: Buyers want enough information to evaluate fit, financial quality, operations, customers, employees, and growth potential. The right presentation builds confidence while avoiding unnecessary disclosure before the buyer is qualified.


Why guidance matters: Preparing the CIM and financial package is key to supporting the company's value story. Legacy Energy Consulting manages that balance so the seller is positioned professionally without giving away sensitive information too early.

Client Testimonial

"Chad and Tyler made up a great team to guide us through the sale process. Chad's many years in the industry and experience in acquisitions from both the sale and purchase side proved to be vital in getting our sale completed, and their communication and organization was always prompt and efficient.


Their understanding and flexibility working through this very challenging and stressful process was exactly what was needed to make it happen and I am confident that using Legacy Energy Consulting was the right decision. We got it done and made a friend in the process and I am now positive that I would not have wanted to handle this sale on my own. They were personal but professional, and really care about finding the best solution for their client."


Scott Steele- Reliance Propane Service, Oroville, CA

More Completed Sales

O'Connell Oil Company

O’Connell Oil Company

By Karlie Mosher • July 6, 2026
Learn how we delivered comprehensive merger & acquisition services for the sale of O'Connel Oil Company to Central Farm Service headquartered in Truman, MN.
Legacy Propane LLC

Legacy Propane LLC

By Karlie Mosher • June 1, 2026
June 1, 2026 Legacy Energy Consulting, a prominent merger and acquisitions consulting firm, is pleased to announce the successful sale of Legacy Propane in Allison, IA to Heartland Co-op headquartered in Clive, IA. Legacy Propane of Allison, IA was originally established as Allison Propane in 1972 and was acquired by Heritage Petroleum of Evansville, IN as part of its much larger acquisition of Diamond Oil in February of 2025. John Clark, the COO of Heritage Petroleum commented “We have bought 25 companies in 12 years but had never sold anything. The Legacy Energy team presented, then executed a plan seamlessly to make our first selling experience a success. I would not only use them again, but I would recommend them to other companies looking to execute a transition." Chad Pendill, founder, and President of Legacy Energy Consulting commented "John Clark and Phil Davidson of Heritage Petroleum were a pleasure to work with on this project and it could not have gone any smoother." Legacy Energy Consulting delivered comprehensive merger and acquisition services to Legacy Propane. These services encompassed the initial valuation, discreetly marketing the business to potential buyers through an efficient and structured sale process, negotiating the final deal structure, and managing the due diligence process between the seller and the eventual buyer. Chad Pendill, Tyler Pendill and Dustin Shafer managed the transaction. This transaction is the first for Legacy Energy Consulting in 2026, and it’s twenty-eighth since 2020.
Undisclosed Oklahoma Propane Company

Undisclosed Oklahoma Propane Company

By Karlie Mosher • November 3, 2025
November 3, 2025 Legacy Energy Consulting, a leading firm specializing in mergers and acquisitions, is pleased to announce the successful sale of a distinguished, undisclosed Oklahoma-based propane and refined fuel company. Legacy Energy Consulting delivered comprehensive merger and acquisition services to the undisclosed company. These services encompassed the initial valuation, discreetly marketing the business to potential buyers through an efficient and structured sale process, negotiating the final deal structure, and managing the due diligence process between the seller and the eventual buyer. Chad Pendill and Tyler Pendill managed the transaction. This transaction is the sixth for Legacy Energy Consulting in 2025 and its twenty-seventh nationwide since its inception in 2020 .