Built for Owners Whose Business Is Their Retirement Plan

 If most of your net worth is tied to your company, value clarity isn’t optional.


Good Point

  • Founder-led and owner-operated companies

  • Profitable (or close) with real operations to optimize

  • Owner wants optionality (not just “more work”)

  • Owner is open to systems, leadership, and KPI upgrades

  • Owner has trusted advisors but no “quarterback” orchestrating execution

Common Pain Points

  • The business depends too heavily on the owner

  • Financials aren’t “buyer clean”

  • No valuation baseline

  • No roadmap

  • No consistent accountability cadence

Building businesses like assets—so owners create freedom now and optionality later.

Services

© 41 Legacy. All rights reserved.

© 41 Legacy. All rights reserved.

41 Legacy provides strategic education and advisory coordination. We do not provide legal, tax, or accounting advice.

All decisions should be made in consultation with your licensed advisors.