ENNIS Legacy Partners
Montgomery Village
Montgomery Village
We exist to help business owners build sellable business value and exit on their own terms and conditions.
WHO WE SERVE:
Our clients are business owners who have one or more of these characteristics:
Between $3-25 million in revenue.
Motivated to build the sellable value of their business and/or plan for their exit well ahead of time.
Show more
Be the first to leave a review for ENNIS Legacy Partners.
What do you love most about your job?
Serving business owners who have such great impact on so many others.
What inspired you to start your own business?
Successful business owners are very impactful, serving family, employees, customers, vendors, suppliers, the community and the local and national economies. We are excited about helping business owners build a business that's transferable and then exit successfully.
Why should our clients choose you?
Our differentiators include: 1) Comprehensive exit planning with an emphasis on building sellable business value. 2) Relational and comprehensive approach versus transactional resulting in the role of “Trusted Advisor” to our clients. 3) Professional network of experienced advisors. 4) Certified Exit Planner professional designations.
Strategy Advisor LEVEL ONE | $1,500 per month
Is right for you if...
You want more freedom in the business today and more options for exit in the future.
You want to maximize sellable value.
You could benefit from monthly coaching and accountability.
One-year engagement.
Monthly review of your vision and goals to build sellable value.
A monthly exercise with a Certified Value Builder™ Advisor focused on strengthening one of eight value drivers in with The Value Builder System™
You need a 5-year strategic financial plan for business growth
You need a current estimate of business value
Strategy Advisor LEVEL TWO | $2,500 per month
Is right for you if…
You want everything in LEVEL ONE and an audit of your exit readiness and plan for business continuity:
Identify gaps in business continuity and personal and business readiness for exit (tax, estate, financial, insurance, asset protection).
Connect you with experienced professional advisors if needed.
Strategy Renovation® Retreat | $3,000
We have found that owners often need help “renovating” their strategy to address their current “pain points” and whatever is “keeping them up at night”.
ELP facilitates a one-half day offsite meeting focused on an owner’s current stress or pain points which might include:
Organizational clarity: mission, vision, values, strategic priorities.
Current organizational structure and staffing issues.
Growing revenue and profitability.
Owner’s role in the business and the management team.
Cash flow management and strategic priorities.
Customer satisfaction.
Product differentiation.
The process includes a pre-meeting interview and post-meeting report with action plan.
