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🌟 THE LEGACY SYSTEMS CONSULTING SUITE™ 🌟

A Licensing‑Ready Advisory System for Tax Pros, CPAs, Credit Consultants, Attorneys & Business Service Firms

Businesses today face more complexity than ever — identity theft, brand impersonation, compliance gaps, entity confusion, credit issues, and legacy planning failures. They don’t need another guru.

They need a consultant who understands systems.

This suite gives you the capability to become that consultant.

ℹ️WHAT THIS SYSTEM DOES: A complete, white‑label‑ready advisory framework that equips you to offer:

• Business formation strategy
• Entity structure education
• Trust & legacy planning education
• Brand & identity protection
• Credit & risk monitoring
• Debt documentation support
• Compliance & governance mapping
• B2B advisory frameworks
• Year‑round consulting services

All without practicing law or tax — you operate as a Strategic Advisor using a compliant, proven model.

ℹ️WHO THIS IS FOR:

The Legacy Systems Consulting Suite™ is designed for:

• Tax Preparers & EROs
• Service Bureaus
• CPAs & Accounting Firms
• Credit Consultants
• Attorneys & Legal Support Firms
• Business Consultants
• Multi‑Office Agencies
• Entrepreneurs building advisory firms

If you want to offer premium, compliant, year‑round business advisory services, this system is your foundation.

📍WHY THIS SYSTEM IS DIFFERENT:

Most “consulting kits” are:

• Template bundles
• Affiliate starter packs
• Surface‑level scripts
• Membership resells

This suite is infrastructure, not information.

You receive:

✔ Professional advisory frameworks
✔ Compliance‑aligned education
✔ B2B‑ready systems
✔ White‑label capability
✔ Templates, SOPs & workflows
✔ A complete client delivery engine
✔ Licensing pathways for scaling

This is the professional standard for non‑credentialed business, legacy, and risk consultants.

➡️LICENSING OPTIONS⬅️ Choose the licensing tier that matches your business model.

•TIER 1 — INDIVIDUAL CONSULTANT LICENSE $1,497/year
Renewal: $697/year

For solo consultants, tax pros, and credit advisors.

Includes:

• Personal use license
• Full suite access
• Templates + workflows
• Client intake + audit tools
• Entity + trust education scripts
• Brand protection + risk frameworks
• Quarterly updates

•TIER 2 — SMALL AGENCY LICENSE (2–10 USERS) $4,997/year
Renewal: $2,497/year

For tax offices, credit agencies, and boutique consulting firms.

Includes:

• Multi‑user license
• Internal SOPs
• Team training modules
• B2B pitch decks
• Client‑facing templates
• Compliance workflows
• Priority support

•TIER 3 — PROFESSIONAL FIRM LICENSE (CPAs, Law Firms, ERO Networks)
$12,500–$25,000/year
Renewal: $6,500–$12,500/year

Includes:

• Full white‑label rights
• Internal training portal
• Staff certification
• Custom branding
• Governance templates
• Compliance architecture
• B2B proposal packs
• Annual updates

•TIER 4 — ENTERPRISE LICENSE (Service Bureaus, Multi‑Office Chains)
$25,000–$75,000/year
Renewal: $15,000–$35,000/year

Includes:

• Full white‑label platform
• Unlimited staff licenses
• Internal LMS setup
• Custom SOPs
• Compliance governance
• Backend consulting
• Co‑branded certification
• Ecosystem partnership

•TIER 5 — MASTER LICENSE (RESELLER RIGHTS) $50,000–$150,000/year
Renewal: $25,000–$75,000/year
Plus: $500–$1,500 per sub‑license

Includes:

• Full reseller rights
• White‑label LMS
• Licensing training
• Backend support
• Ecosystem architecture
• Annual updates
• Revenue share options

This is the franchise‑level tier for organizations ready to scale your system across multiple markets.

🤔 HOW TO GET STARTED:

Licensing access is granted by application only.

➡️ Apply for Licensing Access ⬅️

[email protected]

Once approved, you’ll receive:

• Licensing agreement
• Invoice
• Onboarding instructions
• Access to your tier
• Orientation call (Tier 3+)

Your advisory ecosystem begins here.

‼️THE PROMISE‼️

The Legacy Systems Consulting Suite™ empowers you to build a consulting practice that is:

• Credible
• Compliant
• Profitable
• Purpose‑driven
• B2B‑ready
• System‑based
• High‑value
• Scalable

You’re not just adding a service.
You’re acquiring infrastructure.