The Legacy Optimizer relishes the opportunity to be a vessel to business owners helping them understand and craft their financial story leading to more favorable funding opportunities as well as longevity with their company.

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The purpose of the Legacy Optimizer is to help business owners and founders feel more confident, knowledgeable, empowered when it comes to the financials. Additionally, assisting entrepreneurs with establishing a sound business blueprint (framework) and mindset enabling them to connect their financials, strategy, and operations. 

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To be a guide/GPS for small businesses/start-ups as they navigate their journey of financial data, taxes, establishing key metrics that inform better decision making and devising a route to get to their ultimate destination.

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Providing the prescription to ease + diagnosis the financial pain points small businesses face such as acquiring capital and managing cash flow. 

Helping business owners understand through a supportive community the significance of monitoring + measuring the financial health of their company on a consistent basis and understanding of their business credit profile.

 

Additionally, we look to empower organizations with key financial templates to drive more efficient business operations + financial management.

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The Legacy Optimizer is on a journey to become the financial voice for startups/SMBs/non-profits by adding the key finance ingredients to their overall legacy recipe. 

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