Your Legacy Method –
Frequently Asked Questions
Get answers to common questions about our risk-free finance model, succession planning, and capital-free expansion process.
Finance & Security
1. What makes your finance model 'risk-free' for me as a business owner?
Our finance is supplied directly to the hand-picked Executive licensee—zero interest, no collateral, no personal guarantees, and no liens or holds. Repayments come only from future business sales, meaning your assets and reputation are never at risk.
2. Will my property, business assets, or personal wealth ever be used as security or be exposed to risk?
Never. There are no personal guarantees, property liens, or business asset ties. Your wealth and holdings stay secure throughout.
3. How are repayments structured for the new owner?
Repayments are a small, fixed percentage of monthly sales. If sales are slow, repayments decrease, maintaining fairness and flexibility.
4. Do I have any ongoing financial involvement, vendor finance, or liabilities after transition?
None whatsoever—unless you voluntarily offer support or mentorship. The Executive licensee's finance is fully managed and does not affect you post-handover.
5. How is my privacy, data, and brand reputation protected during and after the process?
Strict confidentiality and data security protocols are always used. Only fully vetted Executive licensees receive access to your information and brand materials.
Successor Selection & Legacy Protection
6. Who chooses my successor—and how do I know they're the right fit?
We thoroughly vet, interview, and assess all candidates. You approve the final choice and can meet potential successors during the selection phase.
7. Is succession available for family members, internal candidates, or only external buyers?
Both family, internal, and external successors are eligible. We tailor the process to suit your goals.
8. Can I stay involved after transition as a mentor, advisor, or partner?
Absolutely. Many owners serve as mentors, advisors, or board members if desired. You control your level of involvement.
9. What support is available for my successor after I step away?
We provide hands-on onboarding, ongoing advisory, and access to our legacy community to help successors succeed.
10. Is the process customizable to my specific needs or multiple businesses?
Yes. Our team works with you to customize succession planning for single or multiple businesses. We bring in specialist advisors if required.
Succession Process & Timeline
11. What are the main steps and how long does the average transition take?
Typical transitions include listing, vetting, matching, approval, onboarding, and handover. Processes can take as little as 30–90 days or extend at your preferred pace. Review our complete process overview for more details.
12. Can the entire succession be handled virtually or does it require in-person meetings?
Most steps, including introductions, interviews, and onboarding, can be handled fully online. In-person only where necessary and at your discretion.
13. How do you address legal, accounting, and tax needs during transition?
Our advisors collaborate with your professionals as needed, ensuring compliance on legal structure, tax management, and employee/asset transfers.
14. What if my needs change or I wish to alter my involvement mid-process?
Our process is flexible—whether you wish to stay engaged longer, retire earlier, or restructure, our team adapts with you.
15. How do we make our money with no interest & no fees?
We make our money as the finance is only repaid back as a percentage of licensees sales only. This is a completely different method of financing! So the better the licensee does as a business the quicker the loan is repaid. It's a win-win for all!
16. How do I get started or ask questions specific to my situation?
Just Book Your Zero-Risk Succession Call for personalized answers. You can also learn more about our team or explore resources on succession planning.
Ready to Start Your Succession Journey?
Book your complimentary consultation to discuss your business and explore how The Legacy Method can help you build a lasting legacy.
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