Financial Advisory Services
Starting, growing and ultimately exiting a business requires help along the way. Whether you're executing on a strategic plan, managing through a low point in the cycle or completing an M&A transaction, financial advice and guidance from a trusted advisor is essential. Legacy Consulting will work to create a financial plan for your business that involves selecting the most appropriate capital structure, business forecasting, budget process implementation, appropriate accounting policy selection, tax planning, and cash flow management. Legacy Consulting will be a long-term partner for your business.
Raising Capital to finance your business involves understanding the existing capital structure and selecting the appropriate debt or equity products that will maximize the returns to the shareholder.
Cash Flow Management
Managing cash flow involves selecting the appropriate capital structure, proper forecasting and budgeting, as well as employing the tax strategies that best fit the financial plan
Forecasting and Budgeting
Forecasting and Budgeting are essential pieces to a successful business. Legacy can combine market research with its forecasting models to help companies understand where the business is going, allowing them to set appropriate budgets for expenses.
While the accounting for daily business transactions can be very straightforward, there are many transactions that occur during the life of the business for which the proper accounting treatment is difficult to understand. Legacy can help you understand the proper accounting rules and create accounting policy for these transactions.
Tax planning involves the selection of an appropriate corporate structure and strategies to mitigate tax liability by lessening or shifting current and future tax liabilities . Tax planning is one of the most important components of your overall financial plan and should be aligned to your overall financial goals.