The Legacy Strategy Consultation produces clarity and direction. Implementation Services are where that direction becomes action, organized around the six pillars of the LEGACY Framework™ and personalized to the priorities identified in your 90-Day Legacy Action Plan.
Every Independent and Guided engagement already includes a personalized one-page document for each LEGACY pillar. These four services are separate, optional add-ons for deeper work — identified during your Assessment and Strategy Consultation, not required to complete the framework.
Client / package-based pricing
Ongoing monthly maintenance of your books going forward.
Going forward
Builds or improves the financial structure and processes you'll use going forward. May include QuickBooks setup and organization where appropriate. Historical cleanup is excluded — that's Financial Review & Cleanup, below.
Looks back
A historical internal accounting review, correction, cleanup, or catch-up to an agreed point. This is not an audit, CPA review, compilation, assurance engagement, fraud examination, or forensic engagement.
Focused, not exhaustive
Focused on your selected high-priority processes, not documenting every task in the business. Success means another appropriate person can follow the documented process with reduced guidance from you. Does not include or request passwords.
Every Independent or Guided engagement includes a personalized one-page document for each of the six LEGACY pillars. Deeper implementation services below are separate, optional add-ons when your Assessment and Strategy Consultation show they're needed.
Who leads, who decides, and who steps in when the owner is unavailable.
Build the financial systems and habits that give you accurate, timely information to make confident business decisions.
Available as separate paid add-ons when deeper work is needed:
The ability to grow without losing structure or stability, or creating greater dependence on the owner.
Priorities, responsibilities, deadlines, tracking, and follow-through.
How the business keeps operating if the owner is unavailable or leaves, including critical processes, SOPs, key contacts, and instructions.
Available as a separate paid add-on when deeper documentation is needed:
What the owner ultimately wants the business to become, and how it will benefit the next generation.
When ready to continue this work:
Each of the four services above stands on its own. Start with just the one you need, or combine them as your business requires.
If you've completed a Legacy Strategy Consultation, your personalized 90-Day Legacy Action Plan will identify which of these services, if any, support your top three priorities.
A separate, optional 90-day advisory engagement, generally entered into after your initial Independent or Guided engagement.
Strong businesses are built consistently over time. The objective is meaningful, measurable progress toward the vision you defined: one priority, one system, one decision at a time.
Already know which service you need? These four are available à la carte. If you'd like a personalized 90-Day Legacy Action Plan first, start with the free LEGACY Snapshot and a complimentary Legacy Clarity Consultation. From there, if you choose Independent or Guided, your full Legacy Readiness Assessment and paid Legacy Strategy Consultation will identify your priorities and the Action Plan that makes implementation focused and effective.
If you've already completed your consultation and are ready to discuss implementation, contact us directly at shawn@4dfs.net or schedule a follow-up conversation.
If you're not sure where to begin, the free LEGACY Snapshot is your starting point. It takes just a few minutes and will give you and your advisor the information needed to make your consultation as valuable as possible.