Small Business Consulting Services
Business Assessments... Business Planning Services... Consulting Services...
Mentoring Programs... Business Skills Training
Small Business Consulting
by
Legacy Associates
Legacy Associates provides solutions that deliver results and produces long-term sustainable improvements through either its Monthly
Retainer Fee Program or its Packages of Consulting Blocks-of-Time.
Monthly Retainer Fee Program:
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 Small Business Consultants. 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, lead by your Legacy Advisor, 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 act not only as your General Business Advisors, but they also serve as a “virtual” Board of Directors. Legacy Associates’ three-plus decades of entrepreneurial experience, combined with an affiliation in an international web-based network of top Senior Business Executives, add 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 produces long-term sustainable improvements for your company.
The valuable benefits that business owners, like yourself, realize from the Legacy ESP are numerous. Taking the guesswork out of decision-making processes, utilizing business resources more effectively, and getting things done on a timely basis are the results of the interaction between you and your Legacy Advisor. These important benefits not only enhance the level of your confidence and the confidence level of your employees, but they also produce higher performance results. With the Legacy Enterprise Support Program, you now have a highly professional resource that enables you to more effectively brainstorm ideas and strategies.
The Legacy ESP is a systematic process of getting you 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 processes and their rationale. Your Legacy Advisor will be assessing issues, internal as well as external, to determine how they are impeding your business growth.
The Legacy ESP approach focuses on 5 different components of your business and evaluates the impact that each component has on your annual revenues and your total 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 views the interaction of these 5 components: planning, profit, people, product, and process.
The Legacy Enterprise Support Program, a retainer-based program, is an interactive process that involves you, your staff, and your Legacy Advisor. The ESP is designed specifically to guide, direct, and assist you and your staff in the implementation of well-defined strategies. These well-defined strategies are formulated based on the Business Assessment Profile that is prepared by Legacy Associates. These strategies are pivotal in achieving your targeted objectives and they effectively bridge the gap between your company’s current position and the desired position that you envision for your company.
A preliminary sequence of events takes place in order to determine the actual scope of work to be performed under The Legacy ESP. This sequence of events begins with the Business Assessment Profile. The Legacy BAP evaluates the past performance of your company, highlights the areas of your business that need greater attention, and provides the foundation for the strategic planning process. The Legacy BAP is a powerful evaluation and assessment tool for focusing on strategic planning as the driving force, and not on financial issues alone.
The next step in the preliminary sequence occurs when your Legacy Advisor reviews with you the findings of the BAP and his analysis of its data. Typically, this conversation is a series of back-and-forth discussions about the issues and challenges that your company currently faces. A mutual agreement is reached between you and your Legacy Advisor on the key issues and challenges that require attention. This mutual agreement also defines the required resource of people needed to achieve projected outcomes and estimates a time-table to adequately complete the key action items within the Enterprise Support Program.
These mutually-agreed-upon key issues and challenges become the key action items that make up the scope of work under the Legacy ESP agreement. The Enterprise Support Program Letter of Agreement between you and Legacy Associates confirms the scope of work to be completed under the ESP. In addition to the standard terms and conditions of the ESP, the Letter of Agreement includes an estimate of the minimum number of hours required for each month during the program. The Letter of Agreement also includes the amount of the monthly retainer fee. The retainer fee is due and payable, a month in advance, during the course of the ESP. Commencement of work begins under the Legacy ESP once Legacy Associates receive the signed Letter of Agreement along with the payment of the first month’s retainer fee.
The initial focus of the Legacy Enterprise Support Program is centered on the specified action items and other specific activities that make up the scope of work as outlined in the Letter of Agreement. During the course of the ESP, your Legacy Advisor schedules a pre-determined number of hours each month for the purpose of working with you and your staff to accomplish the established goals and objectives. The activities of your Legacy Advisor are not limited to the specified action items. Since different issues and situations may arise during the course of the ESP, your Legacy Advisor can shift his focus to address these new situations.
With the Legacy Enterprise Support Program, your professional services are tailored to your particular business needs. At the center of these personalized professional services is your Legacy Advisor. Along with the resources of his fellow Associates, your Legacy Advisor utilizes his vast business knowledge and his entrepreneurial experiences that cover a multitude of business areas, and offers you the professional guidance, advice, and assistance that you require in all facets of your business.
The Legacy Enterprise Support Program provides a wide gamut of business advisory and support services:
· Business Growth and Expansion
· Business Valuation and Exit Strategy
· Executive Development and Recruitment
· Financial Management
· Funding
· Import/Export Opportunities
· Integrated Marketing Communications
· Profitability Improvement
· Sales and Marketing
· Strategic Business Planning
· Succession Planning
· Turnaround and Re-structuring
The Legacy ESP assists you with hands-on implementation and execution of necessary action. Like you, most small business owners --who employ fewer than 150 employees--do not have the support of a professionally trained management team, nor do they have a large staff of employees to take on peripheral project(s). Legacy Associates has the knowledge, skills, and resources to supplement the core specialties that you and your staff request. With Legacy Associates, you can outsource specific tasks and functions. This affords you and your staff time to concentrate on the primary reason that you are in business. . . to service your customers!
The Legacy ESP creates a series of “checks and balances” to effectively measure your business progress. Businesses need controls. Without these controls, businesses runs 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” in order to help you maintain productivity and efficiency, and optimize resources and capital.
The Legacy ESP 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, helps you architect your business future, chart a course, develop strategies, and provide you with the resources for successful implementation and execution of your plans.
Click here...to get a Fast Track Quotation for the Retainer Fee Schedule
for the Legacy Enterprise Support Program within 24 hours.
for the Legacy Enterprise Support Program within 24 hours.
If you prefer to "pay as you go" versus the standard
Legacy Monthly Retainer Fee Program... then the Legacy
Consulting Blocks-of-Time Packages are for you...
SEE ORDERING DETAILS BELOW
Legacy Monthly Retainer Fee Program... then the Legacy
Consulting Blocks-of-Time Packages are for you...
SEE ORDERING DETAILS BELOW
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Consulting Blocks-of-Time Packages:
- 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.
The Legacy Local Consulting Block Fee Schedule
|
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.
The Legacy Out-of-Town Consulting Block Fee Schedule
|
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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