Built for Blue-Collar Operators at the Next Level
We work with trades and field service owners doing $750k–$10M in revenue—those who've built something real and are now facing decisions about facilities, employees and operations, capital, and legacy.
We're a good fit if you are...
$750K–$10M in revenue
You've built a real business with your hands. Your operation is profitable, your reputation is strong, and you've proven your model works in your market.
Owner-led and reputation-driven
You're still in the field or on the job. Your name is on the trucks, your reputation matters, and you're not looking to flip to private equity.
Facing facility, hiring, or capital decisions
You're at an inflection point—considering a second location, adding capacity, bringing on a key hire, buying equipment, or evaluating a capital raise. The decision feels significant.
Thinking in decades, not quarters
You measure success by what you build and protect, not just what you extract. You want to scale without losing your life—or your values.
We're not the right fit if you are...
Startups or early-stage businesses
If you're still validating your model or doing under $500K in revenue, you need execution help, not strategic underwriting. We're not the right fit yet.
Turnarounds or distressed operations
If you're in crisis mode or fighting for survival, you need a different kind of support. We work with stable businesses looking to grow deliberately.
Shortcut seekers
If you're looking for growth hacks, aggressive leverage, or shortcuts to scale, our conservative approach won't align with your goals. We move deliberately.
Sound like you?
Start with Legacy Discovery—a structured process to bring conservative underwriting and long-term clarity to your most important growth decisions.
Learn About Legacy Discovery