The Legacy Results AI Toolkit
Seven 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 seven working documents, ready to install.
The seven 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. The Five C's are the habits underneath; CRIT — Context, Role, Interview, Task — is what they look like at the keyboard.
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.
Owner-Operator Task Map
Complete Operating Diagnostic
The whole business on one screen — Accounting & Finance, AI, IT & Systems, Email & Cyber, HR, Insurance & Tax. Each tab a domain the owner needs to know is handled: who does what, who reviews it, where the bus problem is, and where errors hide.
Time-Value Matrix
AI Opportunity Discovery
Sort your week into four quadrants and surface the AI Kill Zone — the loud, recurring, low-judgment work AI should take off your plate. Discovery before scoring: the top Q3 items become your week-one candidates. The decision layer stays with you; the input layer moves to AI.
AI Use Case Matrix
Prioritization Scoring Tool
Take the candidates discovery surfaced and score each 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.
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.
AI Operations Checklist
AI Governance — Standalone
The AI governance domain pulled out to stand on its own. Inventory, data boundaries, output review, and reversibility — what AI is being used, what data it touches, and what gets checked, without paging through the full operating map.
Thought Partner → Owner-Operators → Task Map → Time-Value Matrix → Use Case Matrix → Policy. The first two are mindset and framing. The next three are working tools — map the work, find the leverage, score the candidates. Then governance — and the AI Operations Checklist when you want the AI piece on its own.
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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