Stabilize cash flow, restructure what isn't working, and position the business for a sale, recapitalization, or a return to health.
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Get registered, certified, and positioned to compete for federal and state contracts — without wasting months on paperwork you don't understand yet.
Corporate Finance Discipline, Applied Where It Matters
United Legacy works with business owners and organizations facing three kinds of moments: a company that needs to stabilize and turn around, a business trying to break into government contracting, and owners who need a financial plan built for real-world volatility, not just a retirement projection. We bring the same corporate finance and M&A discipline to each of these, because that's exactly where it comes from.
United Legacy was founded on a simple idea: the discipline used in corporate finance and M&A shouldn't be reserved for large corporations. It applies just as directly to a business owner trying to turn a company around, a small business trying to win its first government contract, or someone who needs a financial plan built for real life instead of a spreadsheet template. Led by Marcelo, whose career spans corporate finance, M&A, and business turnaround advisory across major organizations, United Legacy brings that same discipline to every client, whatever the size of the business or the stage of the problem.