Legacy Associates can assist you, our client, with the development and implementation of solid, substantive strategies that may catapult your business to the next level.  Below are the main services, programs, and products offered by Legacy Associates.  If you would like to learn more about a particular program or service,  please click on the appropriate link.

Business Assessment Program

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 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 strategic planning process strategies are crucial in bridging the gap between your company’s current position and the desired future position that you have envisioned for your company.

Integrated Business Planning Service

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.

The Legacy Integrated Business Planning Service helps you prioritize and to focus on high-impact areas that offer the greatest return for your efforts.  These fee-based comprehensive services include Strategic Planning, Feasibility Studies,Formal Business Plans, Operation Budgeting/Forecasting, and Exit Strategy/Succession Planning.

Enterprise Support Program

In order to compete effectively in today’s market, business owners of enterprises that employ fewer than 150 people, must have access to the same breadth and depth of information as their counter-parts in much larger businesses.  It is clear that this business sector requires not only information and advice in order to survive and to grow, but also requires practical assistance in the form of both process and expert business advice.

The purpose of the Legacy Enterprise Support Program (ESP) is to provide you, the business owner, with access to the expertise and talents of an elite group of Senior Business Executives.  This elite group of Legacy Associates works directly with you and your staff on an interim basis to assist you in implementing and executing your defined strategic objectives.  The Legacy ESP is a retainer-based program, lead by your Legacy Advisor, which facilitates incremental improvements in all aspects of your company’s activity rather than concentrating on any one single aspect.

Under the Enterprise Support Program, 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.

Entrepreneurial Mentoring Programs

Research, in both the educational and business setting, indicates that students, employees, and CEOs are more likely to succeed if they had a mentor.  Fortune 500 CEOs were asked the question, “What factor contributed most to your success?”   Many listed an effective mentor as one of the key factors.  As a result, more and more businesses are participating in formalized mentoring programs.  Legacy Associates offers three separate business mentoring programs.

Each of the Legacy mentoring programs ---Startup, Growth, and Professional Sales, are 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. 


     1.  Startup Mentoring Program

Legacy’s Entrepreneurial Startup Mentoring Program is specifically designed for entrepreneurial startup companies.  The LSM Program is perfectly suited for the new entrepreneur that has limited or no experience with owning his own business.  Whether the entrepreneur is starting a new venture or buying an existing business, Legacy’s program of one-to-one mentoring sessions is tailored to his specific needs and is necessary in building a solid business knowledge base.

    2.  Growth Mentoring Program

The Legacy Entrepreneurial Growth Mentoring Program is a business mentoring program geared specifically to business owners and executives of existing growth companies that employ less than 150 employees.  The LGM program is a series of one-to-one mentoring sessions.  The Legacy EGM 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 LGM focuses on improving your knowledge and skills in the five core disciplines: 1) Strategic Planning, 2) Leadership 3) Business Development, 4) Operations Management, and 5) Financial Management. 

    3.  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 a series of one-to-one mentoring sessions that covers 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.

How to Jumpstart Your Business

How to Jumpstart Your Business is practical guide that includes down-to-earth answers to questions about the issues and challenges that every business owner faces.  The book, How to Jump Start Your Business, was written by Terry Hill, Managing Partner of Legacy Associates to help you, the business owner, fast-track your business.  It is a great desk-top business reference guide.


Click here  to download a synopsis of Legacy Associates' Programs and Services.

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