LEGACY PLANNING SERVICES BUSINESS PLAN

I. Executive Summary

Company Description

Aquila Legacy Partners — named for the Latin word for eagle to connote vigilance and long-term perspective — is a professional services firm in the wealth management and legal advisory sector. We deliver integrated legacy planning: estate law, tax strategy, fiduciary investment management, and family governance. Our team of credentialed JDs, CFPs, and CFAs works under a transparent billable-hour model to simplify wealth transfer for affluent clients. We launch operations in Q2 2026 from a major U.S. metropolitan hub and serve high-net-worth families and privately held business owners nationwide. One clear promise: coordinated legal and financial advice in one place.

We provide bespoke estate plans, trust administration, tax-efficient wealth transfer models, and succession planning for business owners. Core activities include client intake and financial/legal audits, plan design and modeling, document drafting, fiduciary transition services, and ongoing advisory. What sets us apart is multidisciplinary teams billing hourly for full transparency, joint client meetings with legal and investment leads, and standardized operational protocols that cut setup time to under 60 days. Short-term goals: onboard 25 household relationships and breakeven by month 18. Long-term goals: scale to 500 households, expand to two additional hubs by year five, and maintain >70% gross margin on advisory services.

Problem

High-net-worth families and business owners face a fragmented wealth-transfer process where legal and financial advisors operate in silos, creating misaligned strategies, preventable tax inefficiencies, and costly oversights. That lack of a single point of accountability forces clients to coordinate across firms, increases time and cost, and drives legal disputes and family conflict during succession.

Business owners in particular struggle with complex leadership handoffs that existing, disjointed plans fail to execute, leaving asset protection, tax efficiency, and legacy intent unserved.

Families and business owners need a single, trusted partner to unify counsel, reduce execution risk, and preserve wealth across generations.

Solution

We offer a unified platform that combines expert legal counsel and strategic financial planning to solve the fragmented wealth-transfer process in the U.S. By drafting wills, trusts, and healthcare directives; designing tax-efficient investment plans; coordinating buy-sell agreements and valuations; and providing trust administration and fiduciary oversight, we create aligned legal documents and investment strategy so families and business owners avoid costly oversights and conflicting advice.

One-line outcome: a single point of accountability that reduces tax exposure, administrative friction, and the risk of legacy erosion.

Mission Statement

We protect and preserve the legacies of high-net-worth families and business owners by integrating legal and financial expertise into a single, trusted point of contact. We eliminate complexity and fragmentation in wealth transfer through bespoke strategies and proactive guidance that secure clients’ visions for future generations. We operate with deep trust, absolute confidentiality, and professional excellence to set the standard for holistic legacy planning.

Key Success Factors

These core strengths drive client acquisition, retention, and profitable delivery of legacy planning services.

• Credentialed multidisciplinary team delivering integrated legal, tax, and financial advice not found at traditional firms.
• Proprietary modeling & secure document platform ensuring precision, speed, and confidentiality in every plan.
• Established reputation in the high-net-worth market and a steady referral pipeline from CPAs and brokers.
• High-touch, dedicated advisory model that builds long-term trust and drives client retention.
• Disciplined financial management that targets rapid breakeven while preserving capital for premium service delivery.

Financial Summary

Summary of projected performance, breakeven, funding needs, and returns for the Legacy Planning Services launch in 2026.

Financial requirements: initial marketing of $120,000, capex ~$215,000 (total listed items), and minimum cash buffer of $603,000 (required by May-26). Breakeven is forecast for Jun-26 with an 11-month payback; management expects ROE of 20.34% and IRR of 15.45%.

Outlook: profitable by launch year with rapid scaling to $12,056,000 revenue and $7,289,000 EBITDA by Year 5.

Funding Requirements

We require capital to fund initial build-out, launch marketing, six months of operations, and a minimum cash reserve to achieve breakeven in June 2026.

Financial snapshot: Year‑1 revenue $2,318,000 with EBITDA $485,000; Year‑5 revenue $12,056,000 with EBITDA $7,289,000; breakeven June 2026; payback 11 months; ROE 20.34%; IRR 15.45%; initial marketing $120,000; staffing ramps to 12 FTE by 2030.