📅 Exit & Succession Planning

• Business Valuation Review
• Sell, Transfer, or Transition
• Estate & Trust Referrals

📚 Knowledge Transfer

• Trade Guide Creation
• Mentorship Program Design
• Legacy Video Series

💼 Estimating & Consulting

• Become an Estimator-for-Hire
• Proposal Coaching & Review
• Online Presence Setup

🛠️ Smart Downsizing

• Specialize in Light Projects
• Insurance & Risk Adjustments

💻 Technology Coaching

• 1-on-1 Training (Bluebeam, PlanSwift, QuickBooks)
• Spreadsheet-to-App Conversions

🏆 Legacy Branding

• Retirement Website & Portfolio
• Final Community Project Planning
• Retirement Announcement Kit

🔹 Starter Legacy Plan – $395

• 1-hour Private Consultation
• Business Valuation Overview
• Succession Options Review

🔸 Transition Bundle – $795

• Setup as Estimator-for-Hire
• Basic Website and Online Listing
• Technology Training (2 sessions)
• Proposal Review and Coaching

🏆 Legacy Pro Package – $1,495

• All Services from Starter and Transition
• Mentorship Program Design
• Trade Guide Development
• Legacy Video Production (up to 3 videos)
• Final Project Planning Support