FOR WEALTH ADVISORS, CPAS, ATTORNEYS, AND BANKERS

The structured business path your

practice has been missing.

Your business-owner clients have most of their net worth inside a company that has never been measured. The Advisor Partner Program gives you a clean, structured way to bring financial clarity and exit readiness to those clients, without adding operational complexity to your practice and without stepping outside your lane.

THE PROBLEM YOU SEE

You already know which

clients need this.

The owner whose business is the plan and who has no idea what it is worth. The client three years from selling with financials a buyer will tear apart. The successor who is about to inherit a company that only runs when the founder is in the building. You see the risk. Advising on it is outside your scope, and referring it out has never had a reliable destination.

THE PROBLEM YOU SEE

A defined engagement,

not an open referral

A six-week financial clarity intensive with fixed scope and fixed deliverables, followed by an ongoing fractional CFO seat. You know exactly what your client is being offered and what they get.

Exit readiness built into

the finance seat

Enterprise value is the lens on every recommendation from Week 1. For clients approaching a transition, the engagement extends into a working valuation, gap identification, and a sequenced value growth plan, delivered by a Certified Exit

Planning Advisor.

Your role, protected

41 Legacy works alongside your advice, not around it. Wealth, tax, legal, and lending stay with you. We bring the financial clarity that makes your advice land, and the business-side plan that your planning has been waiting on.

HOW IT WORKS FOR YOU

1

Identify

You spot a client who fits: $1M to $30M revenue, owner-operated, growing, stuck, or approaching a transition.

2

Intoduce

A 30-minute conversation with the owner, with you on the call or not, your preference.

3

Engage

The six-week intensive establishes the financial picture and the working valuation. You receive a summary appropriate to your role and the client's consent.

4

Coordinate

As the CFO seat continues, the financial plan for the business and your plan for the owner move in the same direction. The client sees one aligned team.

WHY 41 LEGACY

Mike Laskowski brings 26 years as a Special Agent with IRS Criminal Investigation, a Certified Exit Planning Advisor designation, Growth Drive certification, and operator experience across his own companies. The combination is forensic financial reading, exit planning discipline, and the practical realities of running a business, applied to the one asset your client's plan depends on.

"Most advisors see the owner's balance sheet clearly, except for the largest line on it. That line is the business."

Mike Laskowski, Founder, 41 Legacy

GET STARTED

Let's talk about the clients

you have in mind.

 A 30-minute conversation about your practice,

your business-owner clients, and how the program fits.

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.

© 2026 41 Legacy LLC. All rights reserved.