Legacy as a Service
For Founders Who Care What Comes Next
1. Most founders don't regret selling - they regret who they sold yo
2. Legacy breaks down fast when buyers don't share your values
3. You built more than a business. We help you Protect what matters.
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Your business is More than a balance Sheet.
People. Brand. Legacy.
Achieve the Exit you Deserve.
Our Services
Pro
60+ Hours Weekly
- Exit Strategy Consultation
We clarify your personal and financial goals, then shape the deal structure accordingly- timeline, role post-close, valuation targets.
- Buyer Outreach & Qualification
We run targeted outreach to vetted buyers- strategics, PE, and searchers - handle inbound, screen for fit, and maintain the dialogue.
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- Custom Marketing Materials
We build a full buyer pack: CIM/teaser, positioning memo, and founder letter that frames the story on your terms.
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- Financial Modeling & Valuation
We prepare clean historical financials, normalize earnings, and model deal scenarios - so you understand tradeoffs before negotiating.
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- Deal Negotiation Support
We advise you through LOI terms, structure, earnouts, equity rollover, and key reps/warranties. We speak the language and push back where needed.
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- Diligence Management
We project manage the process: data room setup, Q&A handling, and coordinating with your legal/accounting teams.
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- Transition Planning
We help structure post-close roles, team messaging, and handoff planning to preserve morale and continuity.
Pricing
Pro Package
60+ hours per week
$1000/ Month
3 month term, 60 days cancellation notice
Premium Add-Ons
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Fund Strategy
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Insurance DD
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Tech Advisory
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Legal Advisory
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Exec Coaching