Refine Your Systems to
Dominate the Market
Your company has reached the top 10% in the industry. Now is the time to refine your systems, and dominate the market through operational excellence.
What You Can Expect
✓ $350K-$1M Expected Revenue Growth
✓ 25-35% Profit Margin Improvement
✓ 30+ Hours of Your Life Back Per Week
✓ $75,000 Starting Investment
Legacy Consulting Package
50-100 Employees
Refine Your Systems to Dominate the Market
Your company has reached the top 10% in the industry. You've built something exceptional with 50-100 employees and $10M+ in annual revenue. But you're at a critical inflection point: Can you scale to $20M+ without everything breaking? Can you build leadership depth so the business doesn't depend on you? Can you dominate your market with superior operations and marketing strategy? The Legacy Package is designed for elite businesses ready to achieve operational excellence, market leadership, and predictable growth with systems that allow you to work ON your business instead of IN it.
Is the Legacy Package Right for You?
YOU’RE A GOOD FIT IF:
✓ You have 50-100 employees
✓ Revenue between $5M - $25M
✓ Multiple Departments
✓ Complex Operations
✓ Reduce Owner Dependency
✓ Want to Dominate the Market
YOU MIGHT NOT NEED LEGACY IF:
✓ You have under 50 Employees
✓ Revenue under $5M
✓ Still Firefighting Daily
✓ Not Ready for Enterprise Thinking
You’ve Built Something Exceptional. Now Dominate Your Market.
Only 3-5% of HVAC, plumbing, and electrical companies reach 50+ employees and $5M+ in revenue. You're in elite territory.
But staying at this level isn't enough:
• National chains are consolidating
• Private equity is acquiring top performers
• The middle market is disappearing
• Mediocre businesses are being left behind
You have two options:
1. Dominate your market with superior systems and strategy
2. Build leadership depth so the business doesn't depend on you
The Legacy Package helps you achieve both, operational excellence and strategic positioning that allows you to scale predictably or step back when you're ready.
What's Included in the Legacy Package
📋 2 Day On-Site Discovery & Strategic Session
We spend three full days at your location conducting comprehensive discovery: executive team meetings, departmental assessments, financial review, operational analysis, and market evaluation. You'll walk away with clarity on what's working, what's broken, and exactly how to fix it.
📚 50+ Page Custom Strategic Playbook
Your executive playbook includes detailed strategies for market positioning, pricing optimization, operational excellence, technology implementation, talent development, financial management, and exit planning. This becomes your strategic guide for scaling to $20M+.
🏔️ 1-Day Leadership Retreat
Off-site retreat with your executive team focused on strategic planning, leadership alignment, and organizational design. We facilitate difficult conversations, align on priorities, and create shared accountability for execution.
📊 Employee Engagement & Retention Strategy
Comprehensive talent strategy including compensation structure, career path development, culture optimization, and retention programs. We help you attract and keep top performers in a competitive labor market.
💼 Virtual CMO/CRO Services (10 Hours Per Month)
Access to fractional C-suite expertise (Chief Marketing Officer or Chief Revenue Officer) for 10 hours monthly. We provide executive-level strategic guidance without the $200K+ salary.
Your 12 MonthTransformation Timeline
MONTHS 1-3:
DISCOVERY & STRATEGIC PLANNING
- Initial executive strategy session
- 3-day on-site strategic planning retreat
- Executive team assessments
- Comprehensive financial, operational, and market analysis
- Custom 50+ page strategic playbook delivery
- Quarterly strategic planning session #1
Most clients see measurable improvements within 90 days. By month 18, most Legacy clients have achieved market-leading metrics and significantly increased enterprise value.
Results Our Legacy Clients Typically Achieve
$350K-$1M additional revenue in 18 months | 25-35% profit margin improvement | 30+ hours per week saved for owner | Market-leading operational metrics (30%+ margins, 90%+ retention, <3% churn) | Executive team capable of running business without daily owner involvement | Documented systems that allow predictable scaling to $20M+ | Strategic clarity and competitive positioning
Frequently Asked Questions
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Most Legacy clients see operational improvements within 90 days and measurable financial results within 6 months. Enterprise value building is an 18-24 month process as we document systems, reduce owner dependency, and optimize financial performance.
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Legacy includes 3+ on-site days (vs. 2), weekly calls (vs. bi-weekly), 50+ page playbook (vs. 30+), quarterly on-site sessions (vs. semi-annual), virtual C-suite services, and strategic focus on enterprise value and market dominance. Legacy is for $5M+ businesses ready for next-level optimization.
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Perfect. Legacy consulting specifically addresses the factors that drive valuation multiples: recurring revenue, documented processes, reduced owner dependency, clean financials, and predictable growth. We've helped clients increase enterprise value by $5M-$15M before exit.
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Also perfect. Legacy helps you build the systems, team, and strategy to scale beyond $20M while improving your quality of life. Many Legacy clients grow to $30M+ while working fewer hours than they did at $10M.
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Initial planning: 3 full days. Ongoing: 1 hour weekly for executive calls + quarterly full-day strategy sessions. We handle implementation so you can focus on running the business.
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10 hours monthly of fractional executive support from experienced marketing or revenue leaders. This includes strategic planning, campaign oversight, team coaching, and marketing/sales execution without the $200K+ full-time salary.
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30-day money-back guarantee. If you're not satisfied after the first month, we'll refund your investment. We're confident in our ability to deliver transformational results for elite businesses.
🤖 AI & Software Implementation ($5K-$25K)
Automate scheduling, customer communication, and more
Get MASSIVE Efficiency Gains
MONTHS 4-9: IMPLEMENTATION & OPTIMIZATION
- Weekly executive coaching calls
- Begin implementing priority initiatives
- Technology architecture implementation
- Process documentation and SOP development
- Leadership development programs
- Quarterly strategic planning session #2 and #3
🌐 Website Development ($10K-$15K)
High-converting website that generates qualified leads
Many Websites are Outdated
👥 Upper Management Interviews
One-on-one confidential interviews with your leadership team to understand challenges, identify bottlenecks, assess capabilities, and uncover organizational issues. We learn what won't surface in group settings.
📝 Anonymous Employee Survey
Confidential feedback from your entire team reveals culture issues, training gaps, management blind spots, and retention risks. Employees tell us what they won't tell you—giving us critical insights to improve performance.
🔁 Quarterly 1-Day On-Site Visits
Four annual on-site visits to reassess progress, refine strategy, conduct quarterly business reviews, and address evolving challenges. We stay engaged to ensure lasting transformation.
📊 Full Market Analysis
Complete documentation of all critical business processes across departments. We create the SOPs that allow you to scale predictably, reduce errors, and minimize owner dependency.
📞 2-4x Per Month Goal Tracking & Strategy Calls
Weekly or bi-weekly one-hour calls with your leadership team to review KPIs, solve problems, maintain momentum, and ensure accountability. Higher-touch support than Builder ensures faster results.
💻 Technology & Software Audit
We evaluate your current tech stack and recommend tools that will save time and improve operational efficiency.
MONTHS 10-12:
SCALING & MARKET DOMINANCE
- Continue weekly executive coaching
- Quarterly strategic planning session #4, #5, #6
- Fine-tune systems based on results
- Scale successful initiatives
- Build foundation for $20M+ growth
- Achieve $350K-$1M revenue growth
Investment & Payment Options
Total Investment: $75,000 for 12 Months of Service
Option 1: Annual Payment - Save $9,000 vs Quarterly
$37,500 Upfront + $37,500 in 6 Months
Or
Option 2: Quarterly Payments - Easier Cash Flow Management
$21,000 per quarter for 4 Quarters
With $350K-$1M in additional revenue and 25-35% profit improvement, your $75,000 investment returns 5-13x in additional profit while giving you 30+ hours per week back.
*Minimum 12-month commitment. After 12 months,
can transition to quarterly advisory at reduced rate.
Still Have Questions?
We get it. This is a significant investment. Let’s talk through your specific situation. Schedule a free 30 minute strategy call with Flow State Strategies.
No Pressure. No Obligation. Just answers.
Enhance Your Results with Implementation Services
The Legacy Package focuses on strategy and consulting. Want us to handle the implementation too?
These optional implementation services will take the strategy we develop to the next level. Every project is different and pricing reflects a range of options available from Flow State Strategies.
📱 Digital Marketing ($1K-$5K/month)
Google Ads, SEO, and social media management
Predictable Lead Generation
👥 In-Person Sales Training ($2K-$5K)
Train your team to close more sales and upsell services
Develop Your Team to Upsell
Ready to Dominate Your Market with the Legacy Package?
Schedule a FREE 30-minute consultation where we'll:
✓ Analyze your current position and competitive landscape
✓ Identify your biggest opportunities for growth and value creation
✓ Confirm Legacy is the right fit for your goals
✓ Show you exactly how we'll achieve $350K-$1M growth
No pressure. No obligation. Just strategic insights from someone who understands elite businesses.
Or call Pete directly: 615-542-2370
⚠️ Limited Availability: Only Accepting 1 Legacy Client per Year
Legacy clients require significant hands-on engagement. We intentionally limit our client load to ensure exceptional results for every engagement.