The Legacy Results AI Toolkit
Five working documents.
Use them this week.
Most owner-operators are buying AI activity. Almost none are buying AI architecture. This toolkit is the difference — built from real engagements, free to take.
Calibrated for $2.5–15M private companiesWhy this exists
I'd rather every operator have this framework than have nine of them call me for it.
These aren't slides from a conference. They're the actual documents I hand clients in the first 60 days of an engagement — the scoring tool, the diagnostic, the policy template, the frameworks that separate where to invest from where to wait.
No form. No email required. Just five working documents, ready to install.
The five documents
Read in order — each one builds on the last
AI as Thought Partner
One-Page Primer
The starting point. Most leaders use AI as a faster assistant. The real leverage is using it as a thought partner on your hardest strategic decisions. Introduces the CRIT framework — Context, Role, Interview, Task.
Download PDF ↓AI for Owner-Operators
From Hype to Handles
Why most $2.5–15M companies are buying AI activity instead of AI architecture — and what the difference looks like in practice. Covers the five axes that separate what to build, what to wait on, and what to drop.
Download PDF ↓Owner-Operator Task Map
Operational Diagnostic
The first thing I want to see when I walk into a new engagement. Who does what, who reviews it, where the bus problem is, where errors hide. Before any AI conversation, you need to know what you're handing off.
Download Excel ↓AI Use Case Matrix
Prioritization Scoring Tool
Capture every AI use case and score it on five axes: Value, Implement Effort, Maintain Effort, Reversibility, Ownership Durability. The math tells you what to build first, what to wait on, and what to drop.
Download Excel ↓AI Use Policy
Starter Template
A working starting point for your finance and operating team. Covers who's approved to use what, what data goes in and what doesn't, how outputs get reviewed, and who owns the policy as tools evolve.
Download Word ↓Thought Partner → Owner-Operators → Task Map → Use Case Matrix → Policy. The first two are mindset and framing. The middle two are working tools. The last is governance.
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.
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