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Clear scope, clear boundaries, and no incentive to push a deal toward close.
01What is the Field Manual System?+
It is Legacy Forward's operating system for evaluating, acquiring, and improving privately held businesses. Five FM families map to seven buyer-side moves: Find, Screen, Investigate, Transfer Command, Execute, Sustain, and Automate.
02How is Legacy Forward different from a broker or investment banker?+
We work exclusively on the buy side. We do not represent sellers, broker deals, or take transaction-based fees. Our job is to help you make a better decision and operate with discipline after close.
03Do you replace our legal, accounting, or financial advisors?+
No. We complement those advisors by organizing the operational and transition layer around your acquisition. We do not provide legal, tax, audit, valuation, or investment advice.
04Do you share your internal templates or models?+
Clients receive finalized, decision-ready deliverables tailored to their deal. Our internal tools, scoring models, templates, and working files remain proprietary.
05When should we bring you in?+
As early as possible—before a full diligence process is underway, before close if the handoff is approaching, or immediately after close when the first 90 days need structure.
06Why do you say systemize first and automate second?+
Automation applied to an undocumented business creates a second layer of risk. We first understand the work, data, roles, and controls, then identify where automation can create leverage safely.
07What does FM 5-0 cover?+
FM 5-0 is the AI Enablement family. It applies governed, human-in-the-loop AI to a specific workflow after the operating baseline is understood. Legacy Forward does not automate chaos.
08How do we know where to start?+
Start with the deal moment that is most urgent: evaluating a target, preparing for handoff, or making the first 90 days operable. A short briefing can confirm the right scope.
09What does a typical engagement produce?+
A defined, decision-ready output: a risk view, diligence brief, control plan, debrief, modernization blueprint, baseline, operating cadence, or scoped modernization workstream.
10How does pricing work?+
Investment is confirmed after a short scoping conversation because the right fee depends on deal complexity, information readiness, timeline, and support level. All engagements are fee-for-service.