Small Business Consulting Services

Business Assessments... Business Planning Services... Consulting Services...
Mentoring Programs... Business Skills Training

How We -- Legacy Associates -- Work as
Small Business Consultants...

Our mission is to improve our client’s business operations and to encourage our client , the business owner, to seize the opportunities created by these improvements.Legacy Consulting Fee Schedule Icon

The Expected Results

Working with Legacy Associates, helps you acquire a clearer sense of direction for your business and a greater peace of mind for yourself.
  This new state of being is the direct result of a collaborative effort by you, your staff, and your Legacy Advisor.  This collaboration of forces enables your Legacy Advisor to explore all facets of your business by comparing your business practices to the best business practices employed by successful companies.  This benchmarking analysis highlights the areas of your business that need more attention in order for you to realize increased profitability and to enhance the value for your business.

With the advice and the assistance from your Legacy Advisor, you no longer have to go it alone. The days of managing your business in isolation is a thing of the past.  Your Legacy Advisor provides you with a well-seasoned sounding board  that offers you impartial, practical business advice.

Rather than operating from a reactive stance, your management style takes on a more proactive posture.  This proactive management style puts you in a position to better realize and seize opportunities. The results are measurable performance improvement for your company with regard to growth, profit, cash management, ease of operations, enhanced company value, and return on investment.

Our Guiding Values

Legacy’s guiding values are based on the fact that we only recommend solutions and implement actions that are in the long-term best interest of our clients.  Legacy Associates experience, skills, and knowledge, as well as, our ability to gain a total understanding of you and your business, insures that we are able to provide you with valuable solutions and implement actions  that produce improved results.

Our Approach

The Legacy approach does not reflect a “cookie-cutter” or "one size fits all" style. Legacy’s style is strictly personal.  Legacy’s approach is first centered on you--the owner,the entrepreneur,the leader. Then, our focus shifts to your business.  The Legacy consulting engagement, with you and your company, is one that is based on a written agreement of confidentially, non-disclosure and non-compete. This agreement establishes the foundation of trust, openness, honesty, professionalism, and commitment that is necessary for our relationship and the engagement to be successful.  We believe this policy ensures client confidence and integrity.

The Legacy approach is a systematic process of getting you, our client, from Point A, your current status of your business, to Point Z, your future situation. Point Z reflects the vision that you have for the future of your company and the goals you wish to achieve.  To effectively accomplish this transition, your Legacy Advisor must have a clear perception of current process and their rationale.  Your Legacy Advisor will be assessing issues, internal as well as external, to determine how they are impeding your business. 

The Legacy approach focuses on 5 different components of your business and evaluates how each component impacts your revenues and your business value.  A business is a system, and any one component within the business is inextricably linked to other components elsewhere in the business.  To effectively improve the performance of a company, it is necessary to facilitate incremental improvements in all aspects of a company’s activity rather than concentrating on any one single aspect.  Under Legacy’s Enterprise Support Program, your Legacy Advisor, looks at the big picture – your entire company – and sees exactly how the various 5 components of planning, profit, people, product, and process are working together.

The Legacy approach provides a comprehensive overview of the state of your business.  It is difficult to be objective about your business when you are involved in a twelve-hours-or-more business day.   The Legacy Business Assessment Profile is the quickest and most affordable way for you to get an outside professional opinion on the general health of your business.  The objectives of the Legacy Business Assessment Profile are to help you assess your growth potential, identify any problem areas that may be keeping you from reaching your goals; and focus on high-impact areas with the most return for your efforts.

The Legacy approach develops a strategic plan, the “roadmap”, for you and your business. Entrepreneurs and business managers are often so preoccupied with the immediate issues they face, that they lose sight of their ultimate objectives.  It is for this reason that a business review and preparation of a Strategic Plan is a virtual necessity.  This may not be a recipe for success; but without it, a business may ultimately fail.  Your Legacy Advisor will help you prioritize your opportunities and suggest practical cost-effective ways to achieve your goals.  The results of this process is your Strategic Business Plan, a top-level document that focuses on your destination (the where), your road map (the how), and your means of getting there (the what) for your future business development.

The Legacy approach assists you with hands-on implementation and execution of needed action.  Like you, most small business owners--who employ fewer than 100 employees-- do not have the support of a professionally trained management team or large staff of employees to take on peripheral project(s).  Legacy Associates has the knowledge, the skills, and the resources to accomplish these projects.  With Legacy Associates, you can outsource specific tasks and functions, thus affording you and your staff additional time to concentrate on the primary reason that you are in business. . . to service your customers.

The Legacy approach creates a series of “checks and balances” to effectively measure your business progress.  Businesses need controls. Without these controls, businesses run the risk of slow leakage of financial resources.  Internal controls are an essential part of keeping your business healthy.  Your Legacy Advisor reviews, recommends, and helps implement a number of  “checks and balances”  to maintain productivity and efficiency, and optimize resources and capital.

The Legacy approach positions you, the owner, the entrepreneur, the leader, in a more proactive management stance to better realize and seize opportunities.  A truly proactive entrepreneur has a realistic vision, is able to communicate that vision, and surrounds himself with talented people.  The key to your entrepreneurial success is your ability to plan, implement, execute, measure, and adjust.  It is very difficult to do all of these things on your own.  Legacy Associates, your team of professional general business advisors, help you architect your business future, chart a course, develop strategies, and provide you with the resources necessary  for successful implementation and execution of your plans.

Our Uniqueness

Legacy offers a unique blend of technical, analytical, and practical hands-on assistance that is  comprehensive in scope and well-supported with years of business experience.  Legacy Associates work with clients that own and operate manufacturing, distribution, and service businesses that employ fewer than 100 employees.  Legacy prides itself in developing long-term relationships with its clients.   Legacy’s Enterprise Support Program provides you, our client, with ongoing “hands-on” advice and guidance combined with practical and structured implementation.

Legacy Associates will help you in your decision making process by providing  you with innovative ideas, broad resources, and proven advice from experienced entrepreneurs who have “been there” and “done that.”  Making informed decisions is the name of the game in business.  However, you do not always have the luxury of time to research the matter or have the available staff to implement the new strategy.  Certain business situations demand that you make prompt decisions and effectively implement them.  As the business owner, these decisions fall squarely on your shoulders.  In most cases, businesses like yours-- with fewer than 150 employees--do not have the benefit of a Board of Directors to turn to for advice and guidance.  With Legacy Associates, acting as your Virtual Board of Directors, you receive the benefit of our well-rounded experiences.  Legacy Associates provide objective insights and fresh perspectives that will help you make more informed business decisions with confidence.

We can help

If you have concerns and doubts about your business, or you just wish that you had someone to talk to about what you’re doing in your business, then we can help. Seeking business advice is a good thing.  The importance of aligning yourself with a trusted business advisor is the best piece of advice you can be given.  Perhaps the biggest mistake many entrepreneurs make is employing business advisors only when they are in serious trouble.  Legacy Associates, your team of professional general business advisors, provide advice and guidance, as well as, a helping hand when doubt and concerns about your business surround you.  With Legacy Associates, your doubts are minimized, your concerns are addressed, and your focus becomes sharper.

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Legacy Products and Services.