Defining and measuring legacy
Legacy is not a number on a term sheet. It is staff who stay, customers who recommend, and a name that means something after the owner steps back.
About definition & measurement
This topic sits within the legacy and values hub of the Mantle Partners resources. Defining legacy on terms that matter to the owner — and finding ways to actually measure it. It lists the pieces published so far.
Who these resources are for
They are written for owners of owner-led businesses in the United Kingdom, and for the accountants, solicitors and trusted advisors who sit alongside them. Mantle Partners supports the advisor relationship and does not replace it.
Where to go next
Read how Mantle works, or take the succession readiness review: ten questions, scored in two minutes, with a report by email and no fee. If you would rather talk, you can start a private conversation; every conversation is treated in confidence and you will have a personal reply within two business days.
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