Enterprise value focused CFO
41 Legacy is an enterprise value focused CFO and value growth advisory for owner-operated companies from $1M to $30M. We help owners know their number, grow it, and convert it into value, starting with where the profit and cash really are.
A CFO seat that reads the numbers forward, so the next hire, the price change and the bank conversation get decided on facts instead of feel.
Every decision judged twice: once for what it does to profit and cash, once for what it does to what the business is worth to someone other than you.
The goal is a business that serves your life and stands on its own. Every decision we help you make is aimed at it from week one.
Find your starting point
Every owner arrives at a different point. Tell us where you are and we will point you to the part of the work that matters first.
Revenue is up and the bank balance is not. Margin is leaking somewhere in pricing, mix, labor or terms, and the monthly report is not built to show you where.
Growth consumes cash before it returns it. Without a forward view, every good month sets up the next tight one, and the decision to expand gets made on hope.
Whatever you eventually do with the business, sell it, hand it down or step back, the number that decision depends on has never been calculated, so nothing today is aimed at it.
The finance department
The CFO seat leads. Behind it, our team fills whichever record-keeping seats are empty, so all four run as one connected department aimed at a single number: what the business is worth.
Fill one seat or all four. How the department works →
How 41 Legacy gets you there
The way there is three stages, each one earning the next, with every decision judged twice: once for profit and cash today, once for what the business is worth tomorrow.
Strategic Insight Intensive Six weeks, fixed scope
Where the profit comes from, where the cash goes, what the business is worth today, and the two or three levers that would move it most.
Learn moreThe CFO seat Ongoing, monthly
A forward-looking rhythm built around the decisions in front of you, one governing constraint at a time. The report stops being the product. The decision is.
Learn moreValue growth advisory When the time is right
A sale, a transfer to family or management, or simply stepping back. Because the work aimed at value from week one, this is a continuation, not a restart.
Learn more
The owner check
Score your business on knowing, growing and converting the number. You get your strongest stage, your starting point and the move that matters first. No financial statements required.
Forty is the number of the trial. Forty-one is what comes after. This is my last professional chapter, and I am spending it helping as many fellow owners as I can.
For owners
Small local chapters of owners who meet to learn, compare notes and see where their business stands. Education first. No pitch in the room.
Visit The Owners CouncilFor advisors
Your clients' largest asset is often the one nobody has measured. Refer with a defined path, share the owner check, or host a council chapter.
Work with 41 LegacyQuestions owners ask
41 Legacy is an enterprise value focused fractional CFO and value growth advisory for owner-operated companies from $1M to $30M in revenue. We help owners know their number, grow it, and convert it into value, with a full finance department (bookkeeping and controller) behind the CFO seat.
A CFO who judges every financial decision twice: once for what it does to profit and cash today, and once for what it does to what the business is worth to someone other than the owner. A decision can raise profit and lower enterprise value at the same time, and this approach is built to catch that.
Most fractional CFOs focus on profit, cash and reporting. 41 Legacy adds the enterprise value lens from the first week, establishing a working view of what the business is worth and aiming every recommendation at increasing it, so the owner has real options for a sale, a transfer or stepping back.
Owners of owner-operated companies with roughly $1M to $30M in annual revenue who are big enough that the numbers matter but not ready for a full-time CFO. Companies under $1M usually start with the bookkeeping and controller seats.
With a free 30-minute Strategic Readiness Conversation. Engagements then begin with the Strategic Insight Intensive, a fixed six-week engagement that maps where profit and cash come from, what the business is worth today, and the levers that move it. After six weeks, owners decide whether to continue with the ongoing CFO seat.
A separate engagement for owners who want to increase what their business is worth and prepare for an eventual sale, family transfer or step back. It measures current value, identifies gaps such as owner dependence and customer concentration, and builds a sequenced plan with the owner's wealth, tax and legal advisors.
Bookkeeping and controller work is delivered by our team as part of the finance department. 41 Legacy is not a CPA firm and does not prepare taxes, perform audits, provide legal or investment advice, or issue certified appraisals.
The first step
A conversation about where the business is, what you want it to do for you, and whether our work is the right next move. If it is not, you will hear that too.
