Legacy Associates can assist you with the development and implementation of solid, substantive strategies that may catapult your business to the next level.  Below are the main products/ services, and programs offered by Legacy Associates. 

• Our fees structure for the various services like -- business plan reviews, custom business plan development, custom marketing plan development, custom financial forecast modeling, and custom feasibility study development -- varies and depends on the scope of the actual work to be performed.  Therefore, you need to use the Legacy Fast Track Quotation Request to obtain pricing for your specific requirements.

• Whereas, our fees for services like -- business assessment profiles, small business consulting, and entrepreneurial mentoring program -- are fixed fees and the prices plus ordering information is listed below.  We, also, offer a variety of payment options and methods for your convenience.  

Fast Track Quotation Requests:

In order for us to provide you with our fees that accurately reflect your specific requirements, we require that you complete and submit a Fast Track Quotation Request.  After a preliminary review of your particular requirements has occurred, we will submit a written Fast Track Quotation that clearly defines the item(s) that make up the scope of work and detail our fee structure, expenses, and payment schedule.




Online Payments:

We accept many forms of online payments - PayPal, credit cards, or other types of payments - through PayPal.  PayPal, a leader in online payments with over 193 million accounts worldwide, is the fastest, safest way to pay online.  The service allows you to pay in any way you prefer, including through credit cards, bank accounts, buyer credit or account balances. 

With PayPal, you don’t have to worry about exposing your financial information – PayPal never shares it with Legacy Associates, Inc. ____________________

Business Assessment

The game of business is not unlike any other game --- there are winners and there are losers.  The stakes are high, and the competition is fierce.  As the business owner, assessing your current business position, enables you to accurately forecast your company's future success .  The Legacy Business Assessment Profile is the essential first step in helping you, the business owner, assess your opportunities, as well as, deal with issues/problems that hinder your company's growth.

The Legacy BAP is structured as a fee-based initial evaluation and assessment of your entire business  via a three-way mirror---a past view, a current view, and a future view.  This multi-view evaluation of your business is a systematic 5 step interactive process between you, the business owner, and your Legacy Advisor.  The Legacy BAP is an incredibly powerful tool for placing strategy, rather than finance alone, at the center of your business.

The Legacy Business Assessment Profile is one of the most valuable tools you can have in your possession.  It is the essential first step in helping you, the business owner, assess your company’s past performances, highlight areas of your company that require attention, confront issues that are hindering your company’s growth, and provide the foundation for the strategic planning process. 

The Legacy BAP assesses where your company has been, highlights areas of the business that need greater attention, and provides the foundation for developing solid strategies.  These strategies effectively bridge the gaps between your company’s current position and the desired future positions.

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Business Planning Services

The importance of comprehensive, thoughtful integrated business planning cannot be overemphasized.  Much hinges on it – outside funding, credit from suppliers, management of your operation and finances, promotion of your business, and achievement of your business goals and objectives.

The benefit of the Legacy Business Planning Service is that you receive a comprehensive set of professional developed documents that clearly define what you intend to do and how you plan to accomplish it.  These documents become your “road map” that allows you to think strategically, to act operationally, and to effectively communicate your vision.

Each and every Legacy Associates business planning service engagement is 100% customized based on your specific needs and objectives.  Our pricing varies based on the particular service that we provide, and is influenced by factors that are specific to your given business.  Like the:

• complexity of your business and financial model.
  
  
• amount of primary vs. secondary market research that is needed.
  
  
• and, the sophistication of your intended audience.
  

We welcome the opportunity to provide you with our Fast Track Quotation within 24 hours for  any of the Legacy Business Planning services listed below:

• Business Plan Reviews: 

Legacy Associates will perform a comprehensive review of the business plan that you have already written and provide a concise summary of suggestions to enhance your plan's format, elements, organization, and your proposed business model . 

• Custom Business Plan Development and Writing:

Legacy Associates will partner with you and combine our research and development to professionally write a customized comprehensive business plan that clearly defines and articulates your proposed business development and the results you will achieve by following the documented intuitives. 

• Custom Marketing Plan Development and Writing:

Legacy Associates will research, develop, and write a stand-alone marketing plan that focuses on identifying the elements, objectives, activities and the plan of action that produces a competitive advantage.  (No extra charge applies marketing plan models that are part of a business plan.)

The price range for a Custom Stand-Alone Marketing Plan produced by Legacy is $2,500.00 - $5,000.00.

Click here, to get a Fast Track Quotation for your
Custom Stand-Alone Marketing Plan
within 24 hours.

• Custom Financial Forecast Modeling:

Legacy Associates will research, analyze, and generate a set of 3 and 5 years stand-alone pro-forma financial  statements (P&L, Balance Sheet, Cash Flow, and Use of Funds Statements) that accurately reflect the current, as well as, the future financial position of the venture. 

Financial forecast modeling is an integral part of each Legacy produced custom business and marketing plan, no extra charge applies for financial forecast models that are part of a business plan or a marketing plan.

The price range for Custom Stand-Alone Financial Forecast
model produced by Legacy is $2,500.00 - $5,000.00.

Click here, to get a Fast Track Quotation for your
Custom Stand-Alone Financial Forecast Model
within 24 hours.

• Custom Feasibility Study Development and Writing:

A Feasibility Study produced by Legacy Associates is a detailed investigation and an analysis of factors that influence your project to determine whether or not the project is viable.  The study examines the economic, marketing, technical, managerial, and financial aspects of your proposed business idea. 

The result of the Legacy Feasibility Study is an independent analysis of the feasibility of your proposed business idea or project.  If your idea or project is deemed feasible from the results of the study, then the next step is to proceed with a Formal Business Plan.

The price range for Custom Feasibility Study produced
by Legacy is $7,500.00 - $15,000.00.

Click here, to get a Fast Track Quotation for your

Custom Feasibility Study within 24 hours.

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Small Business Consulting Services

Legacy Associates is not only your General Business Advisor, but also serves as a “virtual” Board of Directors and your personal “sounding board.”  Legacy Associates’ three plus decades of entrepreneurial experience, combined with an affiliation in international web-based network of over 3000 Senior Business Executives, adds a tremendous scope to Legacy’s business advisory capabilities.  Legacy’s “been there, done that” practical advice and assistance provides solutions that deliver results and produce long-term sustainable improvements for your company.

• The Legacy Virtual Consulting Rate:
  
  The Legacy virtual standard rate of $225.00 per hour applies to client work performed by Legacy Associates via telephone, e-mail, and web conferencing.  Miscellaneous out-of-pocket expenses, and/or the cost of purchasing proprietary, third-party data that are incurred will be billed, in addition, to the hourly base rate. 
  
  This fee-based program is purchased in blocks of time.  One block represents one hour of time, and with the purchase of larger block packages, the hourly rate is noticeably reduced. 
  
  
  Minimum purchase is a One Hour Virtual Block Package.
  
  
    
  

The Legacy Virtual Consulting Block  Fee Schedule

 

Description	Hourly Rate	Package Price	Payment
One Hour Virtual Consulting Block	$225.00 per hour	$225.00
Two Hour Virtual Consulting Block	$220.00 per hour	$440.00
Four Hour Virtual Consulting Block	$215.00 per hour	$860.00
Eight Hour Virtual Consulting Block	$205.00 per hour	$1,640.00
Twelve Hour Virtual Consulting Block	$195.00 per hour	$2,340.00
Sixteen Hour Virtual Consulting Block	$185.00 per hour	$2,960.00

• The Legacy Local Consulting Rate:
  
  The Legacy local standard rate of $250.00 per hour applies to client work performed by Legacy Associates in the Florida Gulf Coast counties of Sarasota and Manatee.  Miscellaneous out-of-pocket expenses that are incurred will be billed, in addition, to the hourly base rate. 
  
  This fee-based program is purchased in blocks of time.  One block represents one hour of time, and with the purchase of larger block packages, the hourly rate is noticeably reduced. 
  
  
  Minimum purchase is a One Hour Local Block Package. 
  

Description	Hourly Rate	Package Price	Payment
One Hour Local Consulting Block	$250.00 per hour	$250.00
Two Hour Local Consulting Block	$245.00 per hour	$490.00
Four Hour Local Consulting Block	$240.00 per hour	$960.00
Eight Hour Local Consulting Block	$230.00 per hour	$1,840.00
Twelve Hour Virtual Consulting Block	$220.00 per hour	$2,640.00
Sixteen Hour Local Consulting Block	$210.00 per hour	$3,360.00

• The Legacy Out-of-Town Consulting Rate:
  
  The Legacy out-of-town standard rate of $325.00 per hour applies to all client work performed outside of Sarasota and Manatee counties in Florida.  Any travel and out-of-pocket expenses incurred will be billed, in addition, to the hourly base rate. 
  
  This fee-based program is purchased in blocks of time.  One block represents one hour of time, and with the purchase of larger block packages, the hourly rate is noticeably reduced. 
  
  Minimum purchase is an Eight Hour Out-of-Town Block Package. 
  
  

Description	Hourly Rate	Package Price	Payment
Eight Hour Out-of-Town Consulting Block	$325.00 per hour	$2,600.00
Sixteen Hour Out-of-Town Consulting Block	$295.00 per hour	$4,720.00

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Entrepreneurial Mentoring Programs

Legacy Associates offers three separate business mentoring programs  --- Start Up, Growth, and Professional Sales.  Each program is structured to work directly with you, the business owner/executive, on a one-to-one basis to further develop your leadership and sales skills, and at the same time, fine-tune your management style.

• Start Up Mentoring Program
  
  Legacy’s Start Up Mentoring Program is specifically designed for entrepreneurial start up companies.  The Legacy SM Program is perfectly suited for the new entrepreneur that has limited or no experience with owning his own business. 
  
  Whether you are a entrepreneur that is starting a new venture or buying an existing business, Legacy’s program of twelve (12), 75 minute, one-to-one virtual mentoring sessions over 90 day period of time.  The Legacy SM Program is tailored to the specific needs of you, the entrepreneur, and it is necessary for building a solid business knowledge base.

Description	Plan		Price	Payment
Legacy Start Up Mentoring Program Full Payment Plan	One Payment		Full Payment $2,925.00
Legacy Start Up Mentoring Program Installment Payment Plan Three (3) payments of $1,075.00 each; !st payment NOW, 2nd in 30 days, & Final payment in 60 days.	Three Payments		First Payment $1,075.00 NOW

• Growth Mentoring Program

The Legacy Growth Mentoring Program is geared specifically for business owners and executives of growth companies that employ less than 150 employees.  The Legacy Growth Mentoring Program provides you with a personal mentor who communicates his business knowledge/experiences and becomes the catalyst that helps you implement strategies to grow your business.

The Legacy Growth Mentoring Programs is based on a blended learning approach.  This blended learning approach is a combination of twelve (12), 75 minute, one-to-one virtual interactive tele-mentoring sessions, alternative communication media, various business activity exercises, and instructional strategies.  Rather than developing an instructor-paced learning style, Legacy’s blended learning approach develops a self-paced learning style.  This self-paced learning style alone leads to more effective learning and increased knowledge retention.

Description	Plan		Price	Payment
Legacy Growth Mentoring Program Full Payment Plan	One Payment		Full Payment $2,925.00
Legacy Growth Mentoring Program Installment Payment Plan Three (3) payments of $1,075.00 each; !st payment NOW, 2nd in 30 days, & Final payment in 60 days.	Three Payments		First Payment $1,075.00 NOW

• Professional Sales Mentoring Program
  
  Legacy’s Professional Sales Mentoring Program has been developed for all individuals who are new to the role of selling or those people who wish to move into a selling career.  The Legacy PSM Program is comprised of twelve (12), 75 minute, one-to-one virtual mentoring sessions over a 90 day period of time.  The one-to-one mentoring sessions cover the entire sales process from start to finish---from prospecting new business customers, to obtaining those priceless referrals or just acquiring valuable tips for your professional development. 
  
  Your Legacy Sales Mentor discloses certain common business errors that should be avoided and recommends insightful business principles that insure effective closing techniques.  You learn how to replace sales stigmas with customer satisfaction, customer trust, and even customer respect.
  
  
  
  Professional Sales Mentoring Program Fee Schedule

Description	Plan		Price	Payment
Legacy Professional Sales Mentoring Program Full Payment Plan	One Payment		Full Payment $2,925.00
Legacy Professional Sales Mentoring Program Installment Payment Plan Three (3) payments of $1,075.00 each; !st payment NOW, 2nd in 30 days, & Final payment in 60 days.	Three Payments		First Payment $1,075.00 NOW