Built for owners at inflection points
We work with a specific type of business owner—those who've proven their model and are now asking bigger questions about growth, capital, and legacy.
We're a good fit if you are...
Proven operators
You've built a business that works. Revenue is between $750K and $10M annually. Your model is validated, and you have the track record to prove it.
Considering expansion, facilities, or capital
You're at an inflection point. A new facility, a capital raise, a major hire, or a strategic pivot is on the table. The decision feels significant.
Seeking leverage and lifestyle balance
You want growth that creates freedom, not complexity. You're thinking about the next decade and how your business fits into the life you want to live.
Long-term thinkers
You measure success in years, not months. You're building something durable—a business that reflects your values and serves your definition of legacy.
We're not the right fit if you are...
Startups
If you're still validating product-market fit or searching for your first reliable revenue streams, our approach isn't designed for your stage.
Turnarounds
Businesses in crisis need different expertise. We work with stable operations looking to grow deliberately, not companies fighting for survival.
Hustle-first founders
If your philosophy is 'grow at all costs' or you're optimizing for speed over sustainability, our conservative approach won't align with your goals.
Sound like you?
Start with Legacy Discovery—a structured process to evaluate your next major business decision with clarity and confidence.
Learn About Legacy Discovery