What can Legacy do for us that we can’t do?

We can promote discussions on an objective basis allowing for expansion of ideas from all involved.

Can I expect a written report?

Yes. A written report stating the issue(s) and proposed solutions will be presented for discussion.

How are your fees calculated? When are they due and payable?

Fees are dependent on the services provided. A detailed proposal will be provided prior to commencement of services.

Can I terminate your services at any time?

Our services can be terminated with services provided to that point appropriately compensated for.

How do we better manage our asset(s)?

Review of your Mission Statement and procedures combined with discussion from your Board and Committee members will assist in assessing areas where opportunities exist.

We do not have a long-term strategy for the maintenance of our premises/building. How can Legacy Partners assist us in this endeavour?

We will undertake a comprehensive inspection of your asset, note the existing systems, including age and condition, in tandem with your goals and objectives and will establish a plan from there as to what work or investigation is required.

Our premises require updating and we are not sure where to start?

We are - we will assess your current requirements and present a plan, including design, contractors, etc. and, based on your goals and objectives, will help you determine the priorities for the future.

We have a requirement for more/less space. Can Legacy assist us?

Yes. Among our team and the brokerage community we have the bench strength to research alternatives for your organization. Internally we would manage the lease/purchase process. An understanding of your organizations goals and objectives will give us guidance and a review of these will assist in determining the priorities for the future.

I don't have any Building Condition Report or drawings - will this be a problem?

It could be a potential problem, particulary if an asset is to be sold or redeveloped or upgrades are being done where building or development permits are required. The information required can be compiled by experts in the different fields; drawings can often be obtained from the city or the base building consultants, which we can help with.

COVID has knocked the stuffing out of our organization, we need to learn how to maintain our assets with less resources. Can Legacy Partners provide some guidance?

Yes. A comprehensive review of the current situation versus the short term and long term requirements will present opportunities for changes. From there we will establish a plan as to what work or investigation can be revised.

Our future plans are no longer achievable due to less funding, required changes to programing. How do we utilize our premises better?

We will gain an understanding of how you are currently utilizing your premises and, based on your goals and objectives, determine internally or with our partner/partners how your space may be better utilized to meet your needs, or assist in seeking alternative space.

We are doing alright now – how do we look forward?

What is the organizations current long term plan? Does this align with the Mission statement; goals and objectives? We would dove tail into that plan, but with sights specifically focused on the assets and their integrity. Maintaining the assets for the long haul or seeking alternatives for the organization’s best interest - own, lease, build.

The property was donated – must we retain it?

Depending on the parameters of the donation we can ascertain the avenues available. We will review and discuss the source of the donation and if there are any written or verbal agreements.

How can we generate revenue in our existing circumstance?

We would need to review the current situation to understand your organizations mandate. We are not in the business of fund raising, but we can provide a third party assessment.

How are your fees calculated? When are they due and payable?

Fees are dependent on the services provided. A detailed proposal will be provided prior to commencement of services.

What options do we have to reduce expenses?

We would undertake a comprehensive review of the budget, including all existing contracts in place, to determine if any savings could be realized. We would also review the property tax situation and other programs that may be available to the organization to maximize any additional opportunities.

How can we review our real estate position to assist in maximizing our members’ expectations?

There are many aspects to positioning real estate that are exposed when objective discussions occur. A third party can initiate these discussions when not involved on a day to day basis.