Ownership Assessment
Does ownership fit your life and current position? This creates the broad picture your Relationship Advisor reviews before sending the next step.
Public starting pointLegacy Navigator Capital Network
Capital follows alignment.
The Capital Network is not where the Legacy Navigator journey begins. It is the next lane only after the ownership fit is clear and the financial picture has been discussed with your Relationship Advisor.
No third assessment. No public partner selection. No opportunity before alignment.
Two assessments before the sessionCapital Diagnostic happens inside the sessionLegacy Navigator remains your advisor
Before capital enters the conversation
Two assessments prepare one thoughtful session.
Each step answers a different question. The process is sequential, so a financing conversation never becomes the reason to pursue ownership.
Alignment Review
Complete the private link sent by your Relationship Advisor. This adds household context, role, operating style, and readiness.
Sent by your advisorAlignment Session
Do your answers hold together in a real conversation? Your Relationship Advisor listens, clarifies, and helps you agree on the honest next step.
Human conversationOnly after Move Forward
The Capital Diagnostic stays inside the same session.
If the Alignment Session supports moving forward, your Relationship Advisor spends about ten minutes confirming the financial picture already provided. They ask only what is missing or unclear, then identify the appropriate capital path.
- It is not a third assessment or another public form
- It is not a loan application or credit pull
- It does not promise approval, rates, terms, or funding
- It happens after the alignment conversation is complete
What happens next
One clear direction.
Your Relationship Advisor explains the next step based on the full conversation. Any specialist or lender makes their own decision within their area.
If no clear readiness issue needs attention first, your advisor introduces the specialist capital conversation.
If the credit side should be strengthened first, your advisor explains the readiness route and how to return.
If the timing is not right or more review is needed, your advisor explains what happens next without pressure.
The Capital Network
Two programs. One advisory relationship.
The direct program link is sent after the Alignment Session. Partner names travel privately with that link, while Legacy Navigator stays at the center of the ownership process.
Readiness First
Capital Readiness
Strengthen the credit side before moving into Capital Access or Opportunity Selection. The work is focused on readiness, not a promised score or guaranteed outcome.
Understand Capital Readiness → Access ReadyCapital Access
Continue to a specialist conversation about capital pathways and the working range that may be available. This route is not an approval or funding guarantee.
Understand Capital Access →What happens next
You never start over.
Your Relationship Advisor sends a short recap, explains the route, and provides the appropriate private link. The specialist handles the capital conversation, and Legacy Navigator remains your ownership advisor.
When the readiness or access work is complete, the conversation returns to Legacy Navigator for Opportunity Selection. Specific businesses are considered through the lens of your role, household, goals, time, and capital lane.
Clear boundaries
What the Capital Diagnostic does not do.
No credit pull
Legacy Navigator confirms the range and context you provided. Sensitive financial documents are not collected during the session.
No lending advice
Your Relationship Advisor identifies the next lane. Specialist questions remain with the appropriate qualified professional.
No approval promise
Access Ready is a routing decision, not a lender approval or guaranteed capital amount.
Questions
Capital Network FAQ
How do I receive the Alignment Review?
After you complete the Ownership Assessment, your Relationship Advisor reviews your responses and sends the private Alignment Review link directly to you. You do not need to find or request a separate public form.
Can I choose Capital Readiness or Capital Access myself?
The public pages explain each program, but the direct route comes from the Capital Diagnostic so the specialist conversation follows the full ownership context.
Does Access Ready mean I qualify for financing?
No. Access Ready means Legacy Navigator does not see an obvious readiness issue that should be solved first. A specialist capital partner and any lender make their own determinations.
When do we discuss specific businesses?
Opportunity Selection begins after alignment and the capital lane are clear. This keeps the opportunity from driving the decision prematurely.
Begin at the beginning
Start with the Ownership Assessment.
Your Relationship Advisor reviews it and sends the private Alignment Review link as your next step.
Take the Ownership Assessment