Who we help
Owners-Operated Companies
from $1M to $3M.
Big enough that the numbers matter. Not yet big enough for a full-time CFO. That range is where the gap between what the business could be worth and what it will be worth is widest, and where the right financial partner changes the outcome most.
THE OWNER WE WORK BEST
You are still the decision engine
Pricing, hiring, big purchases, key customers: it all runs through you.
That works until it does not, and it is the single largest drag on what the business is worth to anyone else.
You get report, not answers
The financials arrive, you look at the bottom line, and nothing about next month is clearer than it was. The reporting is fine. The interpretation is missing.
Growth feels like it costs more than it returns
Revenue is up and cash is tighter. Somewhere in margin, terms, or capacity the growth is consuming itself, and nobody has shown you where.
A transition is coming, even if the date is not set
A sale, a successor, or simply stepping back in the next 3 to 10 years. The decisions you make now decide which of those will be available to you later.
INDUSTRIES
Where we do our best work.
41 Legacy works with owner-operated companies in professional services, staffing, home services and trades, construction, distribution, and manufacturing. The common thread is a business with real operations, real labor economics, and a founder who is still close to the numbers.
Old Saybrook, Connecticut, serving New England in person and the rest of the country by remote delivery
INDUSTRIES
This is not a bookkeping service
Most companies in this range need two seats they do not have: someone to keep the record straight (the controller seat) and someone to read the record forward (the CFO seat). We fill the second. If the first is empty or shaky, we help you define it and find the right person or firm. We do not fill it ourselves.
If you went years without anyone telling you what the numbers meant, the CFO seat was empty the whole time, and filling it is where the money is.
INDUSTRIES
Where we do our best work.
41 Legacy works with owner-operated companies in professional services, staffing, home services and trades, construction, distribution, and manufacturing. The common thread is a business with real operations, real labor economics, and a founder who is still close to the numbers.
Old Saybrook, Connecticut, serving New England in person and the rest of the country by remote delivery
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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