Legacy Package (Exit & Valuation Readiness)

Tailored for owners preparing their business for growth, transition, or sale. Legacy includes everything in the Growth Package plus advanced value-building tools: baseline and updated business valuations, a 2–5 year exit readiness roadmap, entity structuring and succession planning, capital gains minimization strategies, CFO-level advisory sessions, and one included business tax return. It’s the partner you need to maximize value and plan for the future with confidence.

Best for owners preparing their business for growth, transition, or sale with high-level guidance.