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Legacy Results, Inc.
Board-level financial architecture.
Delivered for the owner-operator.
Built for companies too small for a full-time CFO and too complex for a bookkeeper. Twenty-four years of refined operating systems, now AI-augmented and ready to install.
A 60-day diagnostic and implementation plan, followed by a standing quarterly rhythm.
By the time most owners feel cash pressure, they're 60 days past where it was cheap to fix.
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Read the Writing
The practice.
One layer above fractional CFO. The architect, not the bookkeeper.
Most owner-operators in the $2.5–15M revenue band don't need another bookkeeper, and they can't fully justify a full-time CFO. They need the architect: someone who comes in, builds the financial infrastructure the company actually runs on, and stays available at a quarterly cadence as the business changes.
The work is board-level: cash architecture, succession-readiness, owner-dependency, customer concentration — the structural decisions that determine whether a $2.5–15M private company is sellable on the owner's terms or transferable to insiders when the time comes.
How it works
Infrastructure, not opinions.
A rhythm, not a retainer.
60-Day Diagnostic & Implementation
A structured engagement that builds the financial infrastructure your company actually runs on — 13-week cash flow model, rolling budget-to-actual, accounting diagnostic. AI-augmented and ready to install in weeks, not months.
Standing Quarterly Rhythm
Once the infrastructure is in place, a quarterly cadence keeps it current as the business changes. You have a CFO-level lens available without a full-time CFO cost.
Capability Transfers to Your Team
Workflows are designed to transfer to your staff — not locked in the advisor's head. The goal is a business that runs without you having to call me every month.
Core deliverables
13-Week Cash Flow Model
Refined across hundreds of engagements. Puts pressure on your dashboard 90 days early, when it's still cheap to fix.
Rolling 12-Month Budget-to-Actual
The framework your controller actually uses. Not a one-time model — a living system your team runs.
Accounting Diagnostic Test Matrix
The first thing I look at in a new engagement. Where errors hide, where the review gaps are, where the bus problem lives.
The arc
Forty-plus years of operator depth.
Now AI-augmented.
Touche Ross. Public company CFO roles. IPO and debt offering work. On-the-ground operating experience in Germany (1979–1981), Japan (early 1990s), and China (2017–2019). Founder of Legacy Results in 2001.
Three tools, three jobs. Claude for thinking and writing. ChatGPT for general purpose. Perplexity for research with citations. AI is leverage on top of operator judgment — not a substitute for it.
Facilitator of PeerSpectives, an Edward Lowe Foundation peer advisory roundtable serving Michigan owner-operators since 2008.
24yrs
Legacy Results founded 2001
40+
Years of operator depth
$2.5–15M
Revenue band served
3
AI tools, three different jobs
Latest from the Substack
When the baton pass goes right
On a Southeast Michigan firm that ran a clean internal succession, and what made it possible over a 10–20 year arc. Worth a read if you're thinking about what the business looks like after you.
Board-level financial architecture for the $2.5–15M owner-operator.
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