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the fsh process

You didn't build a line on a spreadsheet; you built a legacy. You built a business that provided for your loved ones, gave honest work to your neighbors, and earned its reputation as a pillar of the community. We designed our process to ensure a transition that honors your life's work.

It starts with your story.

We aren't just buying a business, we're forming a legacy partnership, and that requires trust. Our first priority is understanding who you are and what drives your vision. We want to know about the early years, the challenges you overcame, and how you've given back to the community. In a confidential, no-obligation introductory call we'll discuss all of that and your goals for the future of your business.

a deeper dive.

Once we've agreed that it seems like a good fit following the introductory call, our team will work with you to get a better understanding of your operation. This is when we'll discuss finances, tailwinds and headwinds, what has made you the go-to for the locals, and what your outlook is. We'll look beyond the numbers to understand the heart of you and your business, to understand its potential.

Flexible offer

The offer stage is where FSH Legacy Partners stands out from other exit strategies. Unlike traditional buyers, we specialize in a Legacy Partnership model that allows you to retain equity in the business, reduce your tax burden, and share in the future success. For owners who prefer a different path, we also have the resources to facilitate traditional exits. The choice is always yours. 

Securing the future

Once everyone is in agreement on a path forward, the transition begins. Our teams handle the paperwork and logistics, ensuring a smooth handover. On day one, our priority is supporting your existing team and customers, reinforcing that the name and legacy you've built will continue. We then invest in modernizing the business with updated systems, refreshed marketing, and new incentives to ensure it thrives for generations to come. 

our founders

After experiencing the impacts and inner workings of Private Equity personally, our founders came to the conclusion that there has to be a better way. With that guiding principle, they founded FSH Legacy Partners with the goal of proving that an exit doesn't have to mean the end. 

Founder & CEO Fred Flessner's Headshot

Founding Partner

Fred Flessner

Fred grew up in Bulverde, Texas, where hard work wasn't just a value but a way of life. Raised in a humble household, he started working as soon as he could, spending his formative years alongside his grandfather working cattle on ranches. This blue-collar foundation drove Fred into healthcare operations with a mission to help people in a meaningful way.

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Founder & COO Jon Smith's Headshot

Founding Partner

Jon Smith

Jon Smith’s commitment to service, resilience, and leading from the front stems from his four years in the US Army's elite 2nd Ranger Battalion. From law enforcement to healthcare leadership, Jon has consistently driven transformative growth, turning vision into sustainable success while uplifting teams and communities.

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Founder & CRO Brian Hogan's Headshot

Founding Partner

Brian hogan

Brian grew up in Indianapolis, Indiana. As the oldest of three brothers, he learned early that success comes from hard work, not just raw talent. At Indiana University, Brian earned his Biochemistry degree with highest distinction by outworking those around him, leveraging what he calls his "Pete Rose approach.” Hard work beats talent, when talent doesn’t work hard.

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Our Team.

While our founders steer the ship, our team is the engine keeping things moving. Their experience and passion for upholding legacies have made them integral to what we do at FSH Legacy Partners. 

M&A Lead Cody Koppenstein's Headshot

Cody

Koppenstein

Mergers & Acquisitions

General Counsel Brendon Murphy's Headshot

Brendon

Murphy

General Counsel

Marketing Transformation Lead Sebastian Tercilla's Headshot

Sebastian

Tercilla

Marketing Transformation

(210) 262-9986

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