LegacyEnterprise value focused CFO
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Value growth advisory

Profit pays you now. Value pays you later.

Most of an owner's net worth sits inside the business, and most of it has never been measured. Value growth advisory measures it, finds what holds it down, and builds the plan that moves it.

For owners who want options, whatever they decide.

Sell it, hand it to family or management, keep it and step back, or simply build something that does not need you every day. Every one of those outcomes depends on the same thing: a business that is worth more without you in the building.

  1. 01

    Deep discovery

    What the business is worth today, what you need it to be worth, and what stands between the two.

  2. 02

    The gap, named

    Owner dependence, customer concentration, margin durability, the team. Each gap sized and ranked.

  3. 03

    A sequenced plan

    What to fix first, what it is worth, and who owns it. Your wealth, tax and legal advisors brought into one direction.

  4. 04

    Built over time

    A monthly retainer that keeps the plan moving, alongside the CFO seat or on its own.

A decision can raise profit and lower what the business is worth at the same time. We were built to see both.

41 Legacy, Certified Exit Planning Advisor

Start with a conversation

What do you want the business to do for you?

That question comes before any valuation. Tell us a little about where you are and we will be in touch.