Refer with a defined path
A 30-minute conversation, then a fixed six-week engagement with a clear scope. You know exactly what your client is offered, and you receive a summary appropriate to your role and their consent.
For CPAs, attorneys, bankers and wealth advisors
The business side of your client's plan.
Your business-owner clients have most of their net worth inside a company nobody has measured. We bring the financial clarity that makes your advice land, without stepping into your lane.
Three ways to work together.
Share the owner check
A four-minute check your business-owner clients can take on their own. They get a plain-language starting point. You get a reason for the next conversation.
Host an Owners Council chapter
A small, education-first owners group you co-host and we design and facilitate. Your name on the invitation, no pitch in the room, and a standing reason for owners to gather around you.
How a referral works.
- 01
Identify
A client who owns a $1M to $30M business: growing, stuck, or approaching a transition.
- 02
Introduce
A 30-minute conversation with the owner, with you on the call or not.
- 03
Engage
Six weeks that establish the financial picture and a working view of value.
- 04
Coordinate
The business plan and your plan for the owner move in one direction.
Wealth, tax, legal and lending stay with you. 41 Legacy works alongside your advice, not around it.
Strategic Alignment Session
A peer conversation, not a sales meeting.
Thirty minutes on the owners we each serve, the readiness gaps we see, and where working together makes sense and where it does not. If alignment exists, we agree on next steps. If not, we part with clarity.
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Prefer we reach out?
Let's talk about the clients you have in mind.
Thirty minutes about your practice, your business-owner clients, and which way of working fits.