Small Business Consulting Services

Integrated Business Planning Services

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The Legacy Integrated Business Planning Service helps you prioritize and focus on high-impact areas that offer the greatest return for your efforts. These fee-based comprehensive services include feasibility studies, operational plans, marketing plans, strategic plans, and investor grade business plans.


The purpose of the Legacy Business Planning Service is to provide you, the business owner, with a well-seasoned staff of business professionals that assist you in defining your business strategies more clearly.  Legacy Associates offer valuable insights and recommendations as they develop successful business strategies for your company  In addition to helping you define your strategies, Legacy Associates work with you and your staff to produce a useful set of comprehensive planning documents for the  implementation of these strategies.

Outsourcing your business planning requirements to Legacy Associates, makes it possible for you to continue doing what you do best… running your business.  The benefit of the Legacy Business Planning Service is that you receive a comprehensive set of professionally developed documents  that clearly define what you intend to do, and how you plan to accomplish it.  These documents become your “roadmap” that guides you to think strategically, to communicate your vision, and to act operationally.

The importance of written goals, objectives and strategies cannot be overstated.  These significant planning documents provide a focus  for your organization and your people, assist in building a goal-oriented, cohesive team, and define how the resources of your organization are going to be allocated or applied.

The structure of the Legacy Integrated Business Planning Service is the coordination of all aspects of your business through an integrated process that creates workable plans and encourages you to respond and adapt to the ever-changing marketplace.  The Legacy Integrated Business Planning Service is a fee-based, comprehensive planning service  comprised of a number of interlinking plans from Strategic Planning, to Feasibility Studies, to Marketing Plans, and  to Formal Business Plans.  As our client, you may initially choose to engage Legacy Associates for a specific plan requirement, or you may choose to engage us for your total business planning requirements.  In either case, Legacy Associates applies our expertise, insight, and a proven methodology to help you plan for the unexpected.

Finely-tuned integrated business planning is useless, of course, if you and your employees do not execute your plan.  For that reason, Legacy Associates continue to effectively develop your Strategic Plan, Feasibility Studies, Formal Business Plan, Operational Budgets/Forecasts, and Exit Strategy/Succession Planning.  Legacy Associates continue to provide you with exactly the right resources that you need to implement and execute your goals.

Under The Legacy Enterprise Support , Legacy Associates will work directly with you and your team on a on-going basis with the required implementation and execution of your planned strategic objectives.

Click here to download a synopsis of Legacy Associates' Integrated Business Planning Services.


Click here 
to continue and learn about the Enterprise Support Program.


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