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When a business is under pressure — shrinking margins, a cash crunch, a lender losing patience, or a shareholder dispute slowing everything down — the difference between a business that recovers and one that doesn't usually comes down to how early it gets real, disciplined financial analysis instead of guesswork or panic.
United Legacy brings a corporate finance and M&A background to situations most consultants only read about in case studies: cash flow triage, debt structuring conversations with lenders, operational restructuring, and — when the right outcome is a sale or recapitalization rather than a standalone recovery — running that process end to end.
Who This Is For
Who This Is For
Business owners seeing declining margins, tightening cash, or missed obligations and needing an outside, disciplined read on the real numbers. Companies in active or informal workout conversations with a lender. Owners considering a sale, merger, or recapitalization as part of the turnaround itself. Boards or shareholders who need an independent financial assessment before making a call.
What We Do
Cash flow analysis and 13-week cash flow modeling. Debt structure review and lender/creditor communication support. Operational cost restructuring recommendations. Crisis management and interim leadership support during the turnaround window. M&A process management for a sale-side or buy-side transaction, including deal structuring and negotiation support.
Cash flow analysis and 13-week cash flow modeling. Debt structure review and lender/creditor communication support. Operational cost restructuring recommendations. Crisis management and interim leadership support during the turnaround window. M&A process management for a sale-side or buy-side transaction, including deal structuring and negotiation support.
Our Approach
Our Approach
Diagnostic: a fast, honest read of the financials where the cash is actually going, what's structural versus temporary, and how much runway exists. Stabilize: the immediate moves that buy time, including cost cuts that don't cripple operations, lender conversations, and vendor terms. Restructure or Transact: depending on what the diagnostic shows, either a structured operational turnaround plan or a managed sale/recapitalization process.
Background
This work draws directly on a career built inside corporate finance and M&A — including roles at organizations such as Santander, Cielo, BRF Global, Amcor, Amazon, and BJ's Wholesale Club, an MBA from Universidad Europea (Madrid), and firsthand experience founding and successfully selling a food business.
Schedule a confidential conversation: contact@unitedlegacyservices.com
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