
For more than 15 of those years I was also an owner. I have run payroll, hired and lost people, set prices, carried overhead, and watched a good revenue month turn into a tight cash month. I know what it feels like to make a big decision on a gut call because the number you needed did not exist yet.
41 Legacy is where those two sides meet. Most owners in the $1M to $30M range have a bookkeeper keeping the record straight and a CPA handling the taxes. What they do not have is someone reading the numbers forward and telling them what to do about it. That is the seat I fill.
Twenty-six years of tracing where money actually goes, not where the report says it went. Margin leaks, cash traps, and patterns that hide in plain sight.
Fifteen-plus years on the owner side of the desk. Every recommendation gets tested against payroll on Friday, customers who pay late, and a team that has to carry it out.
Trained to see the business the way a buyer, a lender, or a successor will. Every cash flow decision is measured by what it does to what the business is worth.
26-year career in financial forensics. Retired 2026.
Exit Planning Institute. Value
growth and transition readiness.
Strategic capacity and business
value analysis.
Plus specialized training in
fractional financial leadership.
41 Legacy LLC provides fractional CFO, financial advisory, and enterprise value services. The scope of each engagement is defined in the client's written agreement. 41 Legacy is not a CPA firm and does not provide audit, review, or other attest services, legal advice, or investment advice. Information on this site is general in nature and is not advice for any specific situation.
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