Turn Your Service Business Into a Scalable Machine (Without Guesswork, Burnout, or Wasted Years)
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Scaling your business is just 1 call away...
Scaling your business is just 1 call away...
WHAT ACTUAL CLIENTS HAVE TO SAY ABOUT MARCEL…
Todd Levon, Viking Tree and Stump
Michigan, USA
"I was lucky enough to meet Marcel at the beginning of this season. I would say late May, early June is when he started coaching me. I was kind of skeptical at first, but he's definitely helped me improve my numbers. That's not saying I haven't put in a lot of hard work, but with the knowledge Marcel has backed me with motivation, and it's definitely increased our numbers.
So let's just see what we did last year. January 1st to December 31st, about $270,000. And now January 1st 25th to August. As of date, we're already at $715,000. So if you're on the fence, just do it. Just know that you have to put in the hard work to back it up. Highly recommend Marcel. Great guy."
Chris Kimball, Atlas CNY
New York, USA
"Marcel is not only an excellent communicator, but he is flexible and will start you at the level he finds you at. We’re a small start-up with two young owners. We have plenty of industry expertise, but not much business experience. We saw potential in our market but had no clear goals or roadmap to get there.
Marcel helped us get on the same page, align our team, and focus everyone on a shared target. What stood out most is his flexibility and communication. He meets you where you are, brings his own real-world business experience, and translates it into practical steps you can actually execute."
Leah Brueggeman, Balancing Hormones
Kentucky, USA
"When I first started working with Marcel, I had already grown my business to multiple six figures, but I was stuck. My profit margins weren’t great, I felt overwhelmed by managing my team, and honestly, I couldn’t see a clear path forward.
The results were huge. I walked away with so much more clarity and structure. We had some of our biggest months after implementing his strategies, my coaches were energized by the new team and page structure, and everything became more efficient and trackable. Instead of spinning our wheels, we were spending less time on the backend while creating bigger results for our clients."
James DeLisle, Sunshine Trade Services
New York, USA
"So, to be honest, I was somewhat skeptical at the start of our time working together with Marcel. I'm what some might call "old fashioned" and the idea of using a business coach definitely went against the grain a little bit, but he has shown both the talent and the drive to help with a variety of personalities and difficulties that can come up in any business.
In our business we are two equal partners but very different in age and place-in-life. We both have the same goal (a successful business) but come from different places (over a decade of age difference).
Marcel did a great job helping to get us on the same page in our approach to growing our business, and definitely opened my eyes to possibilities that I didn't see. I will definitely be continuing with the ideas and methods I learned during our time working together."
Scaling your business is just 1 call away...
WHAT ACTUAL CLIENTS HAVE TO SAY ABOUT MARCEL…
Todd Levon, Viking Tree and Stump
Michigan, USA
"I was lucky enough to meet Marcel at the beginning of this season. I would say late May, early June is when he started coaching me. I was kind of skeptical at first, but he's definitely helped me improve my numbers. That's not saying I haven't put in a lot of hard work, but with the knowledge Marcel has backed me with motivation, and it's definitely increased our numbers.
So let's just see what we did last year. January 1st to December 31st, about $270,000. And now January 1st 25th to August. As of date, we're already at $715,000. So if you're on the fence, just do it. Just know that you have to put in the hard work to back it up. Highly recommend Marcel. Great guy."
Chris Kimball, Atlas CNY
New York, USA
"Marcel is not only an excellent communicator, but he is flexible and will start you at the level he finds you at. We’re a small start-up with two young owners. We have plenty of industry expertise, but not much business experience. We saw potential in our market but had no clear goals or roadmap to get there.
Marcel helped us get on the same page, align our team, and focus everyone on a shared target. What stood out most is his flexibility and communication. He meets you where you are, brings his own real-world business experience, and translates it into practical steps you can actually execute."
Leah Brueggeman, Balancing Hormones
Kentucky, USA
"When I first started working with Marcel, I had already grown my business to multiple six figures, but I was stuck. My profit margins weren’t great, I felt overwhelmed by managing my team, and honestly, I couldn’t see a clear path forward.
The results were huge. I walked away with so much more clarity and structure. We had some of our biggest months after implementing his strategies, my coaches were energized by the new team and page structure, and everything became more efficient and trackable. Instead of spinning our wheels, we were spending less time on the backend while creating bigger results for our clients."
James DeLisle, Sunshine Trade Services
New York, USA
"So, to be honest, I was somewhat skeptical at the start of our time working together with Marcel. I'm what some might call "old fashioned" and the idea of using a business coach definitely went against the grain a little bit, but he has shown both the talent and the drive to help with a variety of personalities and difficulties that can come up in any business.
In our business we are two equal partners but very different in age and place-in-life. We both have the same goal (a successful business) but come from different places (over a decade of age difference).
Marcel did a great job helping to get us on the same page in our approach to growing our business, and definitely opened my eyes to possibilities that I didn't see. I will definitely be continuing with the ideas and methods I learned during our time working together."
Scaling your business is just 1 call away...
About Legacy Transfer
Legacy Transfer was built from experience — the wins, the losses, and the lessons most entrepreneurs don’t talk about until it’s too late.
Our founder started in business at 21 with nothing more than ambition and the belief that customers were the lifeblood of any company. That small tree company grew to $500,000 in its first year and $1.4 million the next, proving that ambition and hustle can open doors.
But growth also revealed the deeper truths of business: ownership isn’t just about selling work and doing it — it’s about building teams, setting goals, creating culture, and designing systems that scale beyond yourself.
How Working With Us Looks
The Legacy Transfer Blueprint Journey
Stage 1: Clarity & Alignment — Setting the Foundation
We start by aligning your life and business goals. Together, we define your Personal and Professional goals, giving you absolute clarity on why you’re building your company and what success means for you. We build the business around the owner, because if the business doesn’t serve you, it won’t be able to serve others.
Then, we implement a structured goal-setting system that turns your long-term vision into weekly execution plans, using our Top 5 Problems Method — so every week drives measurable progress.
Stage 1: Clarity & Alignment — Setting the Foundation
We start by aligning your life and business goals. Together, we define your Personal and Professional goals, giving you absolute clarity on why you’re building your company and what success means for you. We build the business around the owner, because if the business doesn’t serve you, it won’t be able to serve others.
Then, we implement a structured goal-setting system that turns your long-term vision into weekly execution plans, using our Top 5 Problems Method — so every week drives measurable progress.
Stage 2: Profit Architecture — Building a Financial Engine
Next, we make your business financially bulletproof. Using the Profit First System, we design a money allocation structure that protects your margins before expenses are even paid.
We then show you how to build custom financial dashboards that show your profit, cash flow, and key performance metrics at a glance. You’ll gain total confidence in your numbers — knowing exactly where every dollar is going and how to scale sustainably.
Stage 2: Profit Architecture — Building a Financial Engine
Next, we make your business financially bulletproof. Using the Profit First System, we design a money allocation structure that protects your margins before expenses are even paid.
We then show you how to build custom financial dashboards that show your profit, cash flow, and key performance metrics at a glance. You’ll gain total confidence in your numbers — knowing exactly where every dollar is going and how to scale sustainably.
Stage 3: People & Culture — Building the Dream Team
With financial clarity in place, we shift to your team and culture. We install meeting cadences, one-on-ones, and leadership syncs to create rhythm and accountability.
We design incentive scorecards that reward performance and reinforce your core values. Using Who Not How, we help you delegate the right responsibilities to the right people — so you can stop being the bottleneck and start being the leader.
Stage 3: People & Culture — Building the Dream Team
With financial clarity in place, we shift to your team and culture. We install meeting cadences, one-on-ones, and leadership syncs to create rhythm and accountability.
We design incentive scorecards that reward performance and reinforce your core values. Using Who Not How, we help you delegate the right responsibilities to the right people — so you can stop being the bottleneck and start being the leader.
Stage 4: Leadership Mastery — Guiding and Growing Your Team
Next, we make your business financially bulletproof. Using the Profit First System, we design a money allocation structure that protects your margins before expenses are even paid.
We then show you how to build custom financial dashboards that show your profit, cash flow, and key performance metrics at a glance. You’ll gain total confidence in your numbers — knowing exactly where every dollar is going and how to scale sustainably.
Stage 4: Leadership Mastery — Guiding and Growing Your Team
We teach you to lead with confidence and clarity. You’ll master goal-centered conversations to handle conflict, coach performance, and inspire your team.
Through the Five Reasons Method, we uncover what’s really holding your team back and fix it at the root. The result: better leadership, stronger communication, and a company culture that runs on trust and accountability.
Stage 5: People & Culture — Building the Dream Team
At this stage, we turn your business into a vehicle for freedom. You’ll conduct a Time & Energy Audit to find what drains you — then we use the Buy Back Method and Who Not How to remove those tasks from your plate.
We help you hire and delegate strategically so you can focus only on high-value work — the kind that grows the business and gives you your time back.
Stage 5: Time Freedom — Reclaiming Your Schedule
At this stage, we turn your business into a vehicle for freedom. You’ll conduct a Time & Energy Audit to find what drains you — then we use the Buy Back Method and Who Not How to remove those tasks from your plate.
We help you hire and delegate strategically so you can focus only on high-value work — the kind that grows the business and gives you your time back.
Stage 6: Leadership Mastery — Guiding and Growing Your Team
Finally, we lock in a rhythm for execution. Weekly scoreboards, monthly reviews, and quarterly strategy sessions keep your team aligned and accountable.
We install clear KPIs and incentives tied to measurable outcomes, building a culture of performance and progress. The systems now run — and you lead from clarity, not chaos.
Stage 6: Execution & Accountability — Scaling With Predictability
Finally, we lock in a rhythm for execution. Weekly scoreboards, monthly reviews, and quarterly strategy sessions keep your team aligned and accountable.
We install clear KPIs and incentives tied to measurable outcomes, building a culture of performance and progress. The systems now run — and you lead from clarity, not chaos.
By the end of the Legacy Transfer Blueprint journey, you’ll have:
A profitable, self-managing business that doesn’t rely on you day-to-day.
A clear vision and direction for your team and company growth.
A financially predictable system that fuels sustainable scaling.
The freedom to lead, not just operate — spending your time where it matters most.
This is how we turn overwhelmed operators into confident leaders — and businesses into legacies.
Scaling your business is just 1 call away...
Why It Matters Now
The Retirement Wave Is Here
In the U.S. alone, 12 million small business owners are expected to retire in the next decade. These companies employ tens of millions of people and provide critical services in every community.
The Danger?
Many will simply let their businesses die, taking decades of jobs, skills, and community value with them. Some will get taken advantage of, walking away with almost nothing for what they built through years of sweat and sacrifice. Only a small few will be treated ethically, rewarded fairly, and see their life’s work carried forward.
How We Help
Legacy Transfer exists to meet that challenge. Our work is built on three levels of support
Blueprint Access
Playbooks, SOPs, and frameworks to give entrepreneurs a proven foundation.
Community + Group Advising
A network of peers and guided sessions for accountability and shared learning.
One-on-One Advising
Personalized strategies to identify chokepoints, unlock scale, or structure acquisitions and exits
Our Promise
The truth is clear: 88% of millionaires are business owners. Ownership is the most proven path to wealth, freedom, and legacy. But too many are vulnerable — whether they’re just starting out or preparing to exit after decades of work.
At Legacy Transfer, we promise every conversation creates value. Even if you never work with us long-term, you will walk away with clarity, direction, and resources to move forward. We don’t just protect businesses — we protect the people who build them.
Our Vision
The truth is clear: 88% of millionaires are business owners. Ownership is the most proven path to wealth, freedom, and legacy. But too many are vulnerable — whether they’re just starting out or preparing to exit after decades of work.
At Legacy Transfer, we promise every conversation creates value. Even if you never work with us long-term, you will walk away with clarity, direction, and resources to move forward. We don’t just protect businesses — we protect the people who build them.
Why It Matters Now
The Retirement Wave Is Here
In the U.S. alone, 12 million small business owners are expected to retire in the next decade. These companies employ tens of millions of people and provide critical services in every community.
The Danger?
Many will simply let their businesses die, taking decades of jobs, skills, and community value with them. Some will get taken advantage of, walking away with almost nothing for what they built through years of sweat and sacrifice. Only a small few will be treated ethically, rewarded fairly, and see their life’s work carried forward.
How We Help
Legacy Transfer exists to meet that challenge. Our work is built on three levels of support
Blueprint Access
Playbooks, SOPs, and frameworks to give entrepreneurs a proven foundation.
Community + Group Advising
A network of peers and guided sessions for accountability and shared learning.
One-on-One Advising
Personalized strategies to identify chokepoints, unlock scale, or structure acquisitions and exits
Our Promise
The truth is clear: 88% of millionaires are business owners. Ownership is the most proven path to wealth, freedom, and legacy. But too many are vulnerable — whether they’re just starting out or preparing to exit after decades of work.
At Legacy Transfer, we promise every conversation creates value. Even if you never work with us long-term, you will walk away with clarity, direction, and resources to move forward. We don’t just protect businesses — we protect the people who build them.
Our Vision
The truth is clear: 88% of millionaires are business owners. Ownership is the most proven path to wealth, freedom, and legacy. But too many are vulnerable — whether they’re just starting out or preparing to exit after decades of work.
At Legacy Transfer, we promise every conversation creates value. Even if you never work with us long-term, you will walk away with clarity, direction, and resources to move forward. We don’t just protect businesses — we protect the people who build them.