CFG Legacy Planners
“Helping wealth creators grow and preserve their legacy”


Burdee Nicolas
Co. FounderIs most of your retirement tied up in your business?
Studies show that, on average, up to 80% of a business owner’s net worth is tied up in ownership of that business. That means getting full value from your business at retirement can greatly impact the income you have in retirement. How much income do you need to live comfortably after leaving your business?
- Expertise and experience
- Client centric approach
- Commitment excellences


Burdee Nicolas
Co. FounderGet our comprehensive service offerings
Exit Planning Services
In today's dynamic business environment, the key to success lies strategics our planning and operational business.

Comprehensive Business Builde
In today's dynamic business environment, the key to success lies strategics our planning and operational business.

Succession Planning
In today's dynamic business environment, the key to success lies strategics our planning and operational business.


Is your business ready to sell?
A recent Exit Planning Institute study found that 56% of owners had no formal succession plan and 70% fail to sell at the time of owner retirement. Because so many businesses will change hands in the next decade, buyers can be somewhat selective and choose those companies that pose the least risk to their invested capital.
Do you have a personal plan for “life after business”?
Not having a plan for yourself after selling a business and retiring can leave unprepared owners disillusioned, aimless, and eventually disappointed. Therefore the personal aspects of the exit plan can be as important as the financial aspects.
- Expertise and experience
- Client centric approach
- Commitment excellences


Burdee Nicolas
Co. Founder
Are you “burned out” or looking for a quick resolution out of your business?
Health issues, family situations, partnership disputes, or simply exhaustion from years of running the business can make a quick exit more appealing than maximizing value.
-
Business consultants
90% -
Client communication
95%
Expert team members

Savanah Nguyen
Manager
Esther Howard
Co. Founder
Kristin Watson
Sr. Manager
Guy Hawkins
Sr. MarketerJoin the 1000+ companies benefiting from solvior






Our clients testimonials

Partnering with solvior has been a transformative experience for our organization. Their expert guidance through our market expansion strategy was invaluable. They helped us navigate complex regulatory environments and develop a clear, actionable plan that has led to successful

Florence R. Ochoa
Sr. Executive
Partnering with solvior has been a transformative experience for our organization. Their expert guidance through our market expansion strategy was invaluable. They helped us navigate complex regulatory environments and develop a clear, actionable plan that has led to successful

Debra R. Barnes
Business owner
Let’s discuss further to get better results
Our mission is to empowers businesses off our all size too thrive in an businesses ever changing marketplaces. In today's dynamicis business environment, the key to success lies.
Tip and tricks for success
- Branding
- 2 Comments
Innovative solutions for business success dynamic from today
- Branding
- 2 Comments
What consultants should know about working with nonprofits
- Business
- 2 Comments