
At GW-LegacyAdvisors, we believe that knowing your business’s value is just thebeginning. Building that value—strategically, consistently, and with expertsupport—is how great businesses grow, attract capital, and prepare forsuccessful transitions.
We’re excited to announce a value-based pricing model designed toalign our services with your long-term success. Whether you're aiming tostrengthen bank relationships, plan for succession, attract investors, orsimply gain clarity on where your business stands, we’re here to be yourpartner on the journey.
Explore our pricing and offerings at: https://www.gw-legacy.com/pricing
Our Core Services
BusinessValuation – Starting at $2,000
A comprehensive, independent financialvaluation of your business.
Ideal for SBA 7a loan requirements, trust/estate planning, or internaldecision-making.
You’ll receive:
· A full valuation report
· SBA-compliant documentation
· Third-party credibility for lenders and advisors
AnnualValue-Building Partnership – $2,500/year (5-year plan) or$5,000 one-time
Our flagship product: strategic support andannual checkups to grow your business’s value over time.
Each year you receive:
· A business valuation and executive summary
· Trend analysis and bank covenant tracking
· Early warning signs on risks and opportunities
· Value enhancement ideas
· Exit, acquisition, or transition planninginsights
· Discounts on formal valuation reports (IRS,estate, etc.)
This is perfect for owners who want to track progress, stay bank-ready, and plan for thefuture.
Why Value-Based Pricing?
We’ve structured our pricing around one simpleprinciple: if you grow, we grow.That means transparent pricing, flexible support, and services designed to meetyou where you are—whether you’re just beginning to think about value oractively preparing for sale or succession.
Ready to take the next step? Let GW-Legacy Advisors be your guide to knowing your value—and growing it. Interested in more information or a quickconsultation, please contact GW Legacy Advisors serving Sioux Falls, RapidCity, Omaha, Fargo, Des Moines and the surrounding great plains region. www.gw-legacy.com.
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