Struggling to Scale or Plan Your Exit?

Discover the simple system that helps businesses like yours grow faster, prepare for exit, and achieve lasting success.

For A Limited Time – Legacy Wealth Capital Group is revealing The Legacy Business Operating System™ (LBOS™), designed to help business owners scale & exit.

Watch This Video to Learn How

We’ve helped businesses raise over $300 million and prepare for IPOs and exits and now it’s your turn.

Apply to Join The Legacy Business Operating System™

Limited Spots Available

This isn’t just another course. If you qualify, you’ll learn the exact system that’s helped businesses secure millions, improve operations, and get ready for IPOs and Exits.

Even if you don’t join our exclusive portfolio, connecting with us could open doors to future partnerships with Legacy Wealth Capital Group.

What’s Included?

We’re sharing our The Legacy Business Operating System™ for the first time.

This system is trusted by businesses across industries to:

pillar 1

Vision & Strategic Planning

  • Refine your business model and identify your competitive edge with targeted tools and workshops.

  • Develop a clear roadmap for scaling with resources like the Business Model Canvas and Value Proposition Framework.

What You’ll Accomplish:

  • A rock-solid business strategy ready for scalable growth.

pillar 2

Marketing Engine

  • Conduct in-depth market research and customer validation to identify opportunities and refine your approach.

  • Craft compelling messaging and launch strategic marketing campaigns with tools like the Brand Messaging Template and Marketing Funnel Framework.

  • Develop a content calendar to engage and convert your audience.

What You’ll Accomplish:

  • A strong, recognizable brand and a scalable marketing system.

pillar 3

Sales Systemization

  • Build a high-converting sales funnel and long-term customer engagement strategies.

  • Install predictable pipelines + increase close rates

  • Access templates like the Customer Retention Plan and Sales Script Framework.

What You’ll Accomplish:

  • A predictable, scalable sales system and loyal customer base.

pillar 4

Client Delivery & Fulfillment

  • Create a product roadmap and refine your offerings with customer feedback.

  • Optimize onboarding, retention, and upsells

  • Use the MVP Testing Framework to test and iterate effectively.

What You’ll Accomplish:

  • A world class delivery and scalable fulfillment system.

pillar 5

Financial Visibility & Control

  • Track revenue, CAC, LTV, margins in real time

  • Build realistic financial projections and key performance indicators (KPIs).

  • Access resources like the Financial Model Spreadsheet and Break-Even Analysis Templates.

What You’ll Accomplish:

  • Investor-ready financials and a clear understanding of your business metrics.

pillar 6

Leadership & Talent Development

  • Build your team, roles, KPIs, and hiring systems

  • Strengthen your leadership skills and create a scalable team structure with mentorship and assessments.

  • Access templates like the Leadership Development Plan and Organizational Chart.

What You’ll Accomplish:

  • A cohesive, high-performing team aligned with your business goals.

pillar 7

Capital & Exit Readiness

  • Assemble your data room, pitch decks, valuation plans

  • Learn proven strategies to attract investors and secure funding with tools like the Funding Roadmap and Pitch Deck Templates.

  • Practice elevator pitches and gain insights from real investor panels.

  • Plan for long-term growth and sustainability, focusing on scaling operations, expanding into new markets, and optimizing for ongoing profitability.

  • Prepare for investor due diligence.

What You’ll Accomplish:

  • A comprehensive funding strategy and confidence in presenting to investors.

Ready to Take the Next Step?

Legacy Wealth Capital Group’s The Legacy Business Operating System™

Trusted by businesses to secure capital, scale operations, and prepare for IPO.

LBOS™ gets results, period!

Direct communication style, coupled with vast knowledge and expertise in business systems.

– Nick Berendt // Rellaire

Expertise coupled with collaborative and innovative spirit

Easy to work with and my go-to expert. Recommendations and tools are detailed, organized, and worked! I appreciate the honesty and constructive feedback.

– Matt Tincher // Auto Relocation Management

LBOS™ provides insight, wisdom, and structured suggestions!

Helped me realize some key places and adjustments that I could use to scale my business.

- Dave Vandenabeele // 4ocean

LBOS™ provides easy to follow action steps!

The advice was on a level that I could execute on immediately.

- Andrew Mueller // Colorado Under Par

Ready to Break Through?

This could be the turning point for your business.

Dear Founder,

Here’s the truth:

Some businesses are built to grow, while others hit a wall.

Without the right systems, even the hardest-working entrepreneurs can feel stuck, working endless hours without real progress.

Does this sound like you?

But What If You’re Just a Few Steps Away?

Even if you’ve built a strong foundation, you might feel like you’ve hit a ceiling. Maybe it’s $1 million or $10 million, but you’re stuck.

For many founders, it’s not about revenue. It’s about freedom. You’ve worked hard, but now you want a business that works without you.

What Would It Mean for Your Life and Business to Break Through?

What if getting to the next level was easier than you think?

After 40+ years working with founders across industries, we’ve learned this: most businesses don’t need a complete overhaul. They just need a few key changes to unlock massive growth.

The problem? You don’t know what you don’t know.

Why Does This Work?

If one part of your business isn’t working, it creates chaos. But when everything works together, it unlocks growth you didn’t think was possible.

That’s the power of the The Legacy Business Operating System™.

Why Are We Sharing This?

Other firms keep their best strategies secret. But at Legacy Wealth Capital Group, we want to build relationships with founders early.

That’s why we’re opening up our proven system.

When you grow, we grow. It’s a win-win partnership.

What Else Do You Get?

In addition to the The Legacy Business Operating System™, you’ll gain access to:

  • Our Team:

    Experts who’ve raised $300M and helped 100+ businesses succeed.

  • Our Tools:

    Templates and systems designed to save time.

  • Our Network:

    Connect with investors, partners, and advisors who can bring your vision to life.

Does This Sound Like You?

  • You’re tired of working harder and not seeing results.

  • You’ve hit a ceiling and can’t grow any further.

  • You want to raise capital but don’t know where to start.

  • You want a business that gives you freedom, not more work.

Ready to Break Through?

This is your chance to finally get the funding, systems, and growth you’ve been searching for.

Spots are limited, so don’t wait.

This could change everything for your business—and your life.

We look forward to meeting you,

I look forward to meeting you,

Tyrus Shivers, Sean Teamor, & Kyle Freeman

Founders, Legacy Wealth Capital Group

Will LBOS™ Work for You?

We’ve already helped businesses raise capital and grow in industries like:

Technology

Health & Wellness

B2B Services

Retail & Franchising

Construction

Are you ready to join them?

Nothing contained on this site constitutes investment, legal, tax or other advice, nor does this material constitute a recommendation, solicitation, or offer by Legacy Wealth Capital Group or its affiliates to buy or sell any securities or other financial instruments. The material herein is strictly for illustrative, educational, or informational purposes and is subject to change, and should not be relied upon in making an investment or other decision for which you should obtain relevant and specific professional guidance.

Licensing Disclosure: Legacy Wealth Capital Group is not a registered broker-dealer or FINRA licensed, and does not perform in the capacity of a licensed broker.

Legacy Wealth Capital Group © 2025 All Rights Reserved