Disclosures

Scope of services

41 Legacy LLC provides fractional CFO, finance department (bookkeeping and controller) and enterprise value advisory services. We advise. Owners and their teams make and carry out decisions.

What we are not

• Not a CPA firm. We do not perform audits, reviews, compilations, attest work or tax preparation.
• Not a law firm. We do not provide legal advice or draft legal documents.
• Not a registered investment adviser or broker-dealer. We do not give investment advice or sell securities.
• Not a business broker or M&A intermediary. We do not market businesses for sale or negotiate transactions.

Valuations and scores

Any working view of value we provide is a planning estimate, not a certified appraisal, fairness opinion or valuation for tax, legal, lending or transaction purposes. Owner check and advisor check scores are self-assessments based only on your answers.

No guarantee of results

Outcomes depend on many factors outside our control, including market conditions and decisions made by owners and their teams. Examples on this site are illustrative and do not promise similar results.

Delivery partners

Bookkeeping and controller work is delivered by vetted partner firms, some located outside the United States, under confidentiality obligations and reviewed by 41 Legacy.

Articles

Blog articles are general education, not advice for any specific business. Consult licensed professionals before acting on them.

Third-party marks

Strategic Capacity and related concepts are courtesy of Growth Drive. CEPA and Certified Exit Planning Advisor are marks of the Exit Planning Institute. Use of these names does not imply endorsement of 41 Legacy by their owners.

Accessibility

We aim to make this site usable for everyone. If anything is hard to use, let us know through our conversation page and we will help.