Our Mission

How We Help

Our mission is to maximize transferable business value - to uncover risks in an owner's business, build significant value prior to a transition, and align an owner’s business, personal, and financial goals, allowing them to eventually exit their business on their own terms and without regret.

We understand the challenges business owners face today.  Recent surveys by the Exit Planning Institute (EPI) show that many owners have little to no exit planning in place, even though many of them have 80 to 90 percent of their net worth in the business itself. EPI estimates that some 4.5 million firms representing more than $10 trillion in business value could transition over the next decade or so, but only about 20 to 30 percent of businesses that go to market end up selling. This estimate is consistent with a recent national report by BizBuySell, which indicated about one of every five listings on the online marketplace for small business sales and purchases had closed a sales transaction in 2016.

An EPI survey of San Diego business owners found that two-thirds agreed that “Getting full value for my business to fund retirement or other business interests” was their top goal in the transition of the business, yet less than 40 percent had a formal valuation conducted in the last three years, and 65 percent have never had their financial statements audited.

We believe most businesses, with a little effort, can have transferable value and our turnkey process can help them maximize that value!

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

CFG Legacy Planners employs a turnkey 3-step process designed to show business owners in actual dollars the potential cost benefits of growth and exit planning. These steps are Discovery (identifying the current business and personal situation), Prepare (developing and executing a plan of improvement) and Decide (starting the business transition process or continuing the business growth plan).


Our Team

Our Team

Throughout our process you will be guided by professionals who have owned businesses.  We feel there is no substitute for real-world experience!  While CFG Legacy Planners can work in tandem with your professional advisor(s), our principals have decades of ownership experience and those professionals we collaborate with within the business advisory space typically also have ownership experience or focus their practice on business owners. 

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