Hey, did you stop by today because you wanted jargon-free clarity about your organization's financial operations?  Well, you came to the right site.

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The Legacy Optimizer was created to be your vessel in translating your financials into a simple, actionable story that shows where cash is flowing, leaking, and which metrics truly matter for your goals.

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We are here to be that strategic financial partner for small business owners, non-profits, NIL athletes, and mission-driven organizations supporting underserved entrepreneurs in solving those real issues/questions:

• Don't know if your business is profitable after owner's pay and hidden costs

• Need to predict cash runway to avoid surprises next month, next quarter or next year

• Are preparing to apply or reapply for funding and access to capital

• Need someone to translate the financials into operations, pricing, and hiring decisions

• Want to learn how to improve your business lending profile

• Need to devise plan to lower taxes

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The Legacy Optimizer is on a journey to become that trusted financial partner for startups, SMBs, athletes, and non-profits by adding the key finance ingredients to their overall legacy recipe. 

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