LEGACY WEALTH MANAGEMENT CONSULTANTS

Business Advisory Services

Business Advisory Services

Our Business Advisory Services are designed to support business owners and senior management in making informed financial and strategic decisions to drive sustainable growth, enhance profitability, and maximize business value.

1.Costing Study & Profitability Improvement

We conduct in-depth costing studies to help you understand the true cost structure of your products, services, and operations. Our services include:

  • Cost analysis & cost center evaluation
  • Break-even analysis
  • Margin and pricing optimization
  • Identification of cost-saving opportunities
  • Product or customer profitability assessments
  • Implementation of cost control and monitoring mechanisms

Through actionable insights and data-driven recommendations, we help you optimize your pricing models, streamline operations, and improve gross and net margins.

2.Revenue Growth Strategies

We work closely with you to uncover new growth opportunities and design strategies to boost top-line performance:

  • Market and competitive benchmarking
  • Sales performance analysis
  • Revenue leakage diagnostics
  • New revenue stream identification
  • Customer segmentation and value propositions

We aim to align your revenue strategy with market trends and customer needs, ensuring sustainable business expansion.

3.Investment & Capital Advisory

Making the right investment decisions is critical for growth. We provide advisory on:

  • New capital investments – feasibility and ROI analysis
  • Expansion strategy evaluation
  • Debt vs. equity structuring support
  • Business case development for capital expenditure
  • Due diligence support for acquisitions or partnerships

Our team ensures that every investment decision is financially sound, risk-managed, and aligned with your strategic goals.

4.Commercial Contracts & Terms Advisory

We assist in reviewing and negotiating commercial terms to ensure financial and operational viability:

  • Contract term evaluation and negotiation support
  • Pricing and payment terms optimization
  • Risk allocation and mitigation strategies
  • Compliance with financial obligations and KPIs

Our approach focuses on protecting your commercial interests and reducing exposure to unfavorable terms.

5.Business Sale & Exit Strategy Advisory

When it’s time to exit, we help maximize the value of your business through a structured approach:

  • Valuation and readiness assessment
  • Preparation of investment or sale memorandum
  • Identification and engagement with potential buyers
  • Transaction structuring and negotiation support
  • Post-sale transition planning

Whether you’re looking to sell, merge, or hand over to the next generation, we help you make the most of your exit.