Greenville & Columbia's Business Growth Partner

Your Vision.Our Expertise.

You've built something worth growing. Carolina Legacy Group partners with business owners across the Carolinas to sharpen strategy, strengthen operations, and create a deeper impact in the markets that matter most to them. We bring the experience — you keep the vision.

Scroll
$5.15M
Assets Under Management
35+
Years in Market
4+
Businesses Operated
10+
Sectors Managed
35+
Years
In SC
Who We Are

Carolina Roots.
Built to Scale.

Carolina Legacy Group is a Greenville-based business consultancy that works with owners who are ready to scale. We embed ourselves in your business — understanding your market, your operations, and your goals — then build the strategy and infrastructure to help you grow faster and leave a deeper mark on the markets you serve.

We also own and operate a portfolio of our own companies — so when we sit across the table from a business owner, we're not speaking from theory. We know what it takes to build, run, and grow a business in the Carolina market because we do it every day.

🎖️
Veteran Owned & Operated
Founded and led by veterans who brought the discipline, accountability, and mission-first mindset of military service into every operation we run.
Our Story
📈

Growth Strategy

Building clear, executable roadmaps that move businesses from where they are to where they deserve to be.

🤝

Hands-On Consulting

We don't hand you a report and walk away. We stay in it — executing alongside your team until results are real.

📊

Market Impact

Helping businesses deepen their presence and become the dominant force in their respective markets.

Our Own Portfolio

We own and operate companies across multiple sectors — giving our consulting real-world credibility.

Free Consultation

Not sure if we're the right fit?
Let's find out in 30 minutes.

No pitch, no pressure — just an honest conversation about your business, where you want to take it, and whether we're the right partner to help you get there.

📅 Book a Free 30-Min Call or Send Us a Message Instead
What We Do

Consult.
Scale. Dominate.

All Services
📈

Scaling Strategy

We build growth strategies tailored to your business model, market, and goals — then work alongside you to execute them with precision.

Learn More →
🤝

Operational Consulting

From process inefficiencies to leadership gaps — we identify what's holding your business back and build the systems that let it move faster.

Learn More →
💼

Market Positioning

We help businesses define and dominate their lane — sharpening their message, expanding their reach, and deepening their impact in the markets they serve.

Learn More →
🌿

Real Estate & Ventures

Beyond consulting, we own and operate a portfolio of businesses and real estate — putting our own capital and leadership behind the same principles we bring to every client.

Learn More →
🔍

Revenue Growth Advisory

We dig into your revenue model, identify untapped opportunities, and help you build the channels, partnerships, and positioning needed to grow your top line.

Learn More →
🔍

Market Research

Hyper-local rent trend analysis, cap rate studies, and acquisition target identification.

Learn More →
LEGACY
"

Most businesses don't fail because of a bad idea. They plateau because they lack the strategy, structure, or perspective to push through to the next level. That's exactly the gap we exist to close.

Carolina Legacy Group — Our Purpose

About Us

Rooted in Carolina.
Built for Legacy.

Based in Greenville, Carolina Legacy Group is a business consultancy that helps owners scale their companies and deepen their impact — combining hands-on consulting with the real-world experience of operators who run businesses themselves.

35+
Years
Serving SC
Our Story

Built to Consult.
Driven to Scale.

Founded in 2006 and rooted in the Greenville market, Carolina Legacy Group was built on a simple but powerful idea: that the right strategy and the right operator can transform an ordinary business into a market leader. We work with business owners who are ambitious, capable, and ready — but need a partner with the experience and bandwidth to help them break through their ceiling.

What separates us from traditional consultants is that we're also operators. We own and run businesses ourselves — across real estate, construction, media, and experiential spaces. That means every recommendation we make is grounded in what actually works in the real world, not just on paper.

Today we serve clients across Greenville and the Carolinas — helping businesses in a wide range of industries sharpen their operations, scale their revenue, and build a deeper, more durable presence in the markets they care about most.

Get In Touch
What Drives Us

Our Core Values

🤝

Integrity Always

We give every client — investor or tenant — honest counsel and transparent communication, every single time.

🌎

Greenville Roots

We're based in and built for the Carolina market. That local depth gives our clients an edge that no national firm operating from a distance can match.

📈

Long-Term Thinking

We build for durability, not quick wins. The businesses we work with are designed to grow steadily and dominate their markets over time.

🛠️

Operator Credibility

We're not just consultants — we're operators. We own and run businesses ourselves, which means our advice is grounded in real-world execution, not theory.

❤️

Market Impact

We measure success by the depth of impact our clients create in their markets — not just revenue, but relevance, reputation, and staying power.

🚀

Constant Improvement

We use data and technology to continuously sharpen our acquisition criteria, management processes, and client outcomes.

🎖️

Veteran Leadership

Founded and led by veterans. The discipline, integrity, and mission-first values instilled through military service are the foundation of how we operate every asset we touch.

Our Technology Edge

10 Years Modernizing
Business Through Software

Before we consult on growth, we understand the tools that drive it. Our leadership team brings a decade of hands-on experience implementing and optimizing the world's most powerful business software platforms — helping companies eliminate inefficiency, automate processes, and scale with confidence.

What We Bring To Every Engagement
⚙️
Process Modernization
We identify manual, outdated workflows and replace them with automated, software-driven systems that save time and reduce human error across your entire operation.
🔗
Software Integration
We connect your existing tools — CRM, project management, communication, and finance platforms — into a unified ecosystem that gives your team a single source of truth.
🤖
AI & Automation
From AI-powered customer interactions to automated reporting and workflow triggers — we bring the latest technology to businesses that are ready to operate at a higher level.
📊
Performance Visibility
We build dashboards and reporting systems that give leadership real-time visibility into what's working — so decisions are made on data, not instinct.
Platforms We Work With
Salesforce Monday.com Procore Trimble Google Workspace ChatGPT Claude AI HubSpot Zapier Slack QuickBooks Microsoft 365
Proven Impact
10+
Years in Software
50+
Platforms Deployed
Fortune
500 Experience
100%
Operator-Led
Services

What We Do.
How We Help.

Six areas of focus. Click any service to see what's included. Ready to talk? We'll put together the right combination for your business.

🌐
Digital Presence
Websites · Google · SEO · Reviews

If customers can't find you online, they're calling your competitor. We build the digital foundation that puts your business in front of people already looking for what you offer.

Custom Website Build
Professional, mobile-ready site with contact form, Google Maps, and click-to-call.
Google Business Profile Setup
Full GBP configuration with photos, hours, and an immediate review push.
Lead Capture System
Contact form, auto-responder, and CRM pipeline so no lead falls through the cracks.
Review Generation System
Automated follow-up sequence that asks for Google reviews after every job.
Monthly Digital Management
Ongoing site updates, GBP posts, review monitoring, and a monthly performance report.
Get a Quote →
🤖
AI-Powered Tools
Quotes · Follow-Up · Content · Handbooks

Standalone AI tools built specifically for your business. No extra subscriptions or logins for your team — CLG builds it, you own it, it runs itself.

Quote & Estimate Generator
Describe the job, get a professional written quote in 60 seconds.
Customer Follow-Up System
AI drafts a personalized follow-up after every job. You approve in one tap.
Social Media Content Engine
Weekly batch of Facebook and Instagram posts drafted by AI — you pick and post.
Review & Complaint Handler
Paste a negative review, get three professional response options instantly.
Employee Handbook Builder
CLG interviews you, AI builds a complete written handbook ready for day-one hires.
Get a Quote →
⚙️
Operations & Workflow
SOPs · Onboarding · Dashboards · Automation

Build a business that runs without everything depending on you. Systems, SOPs, and automation that let you scale without burning out.

SOP Library Build-Out
Step-by-step SOPs for every key process — written, organized, and ready to use.
Employee Onboarding System
Day 1–30 checklist, training materials, and expectations doc ready before hire day.
Daily Operations Dashboard
Daily checklists, KPI tracking, and end-of-day reporting your team can actually use.
Recurring Task Automation
Automate invoice reminders, appointment confirmations, and weekly reports.
Monthly Ops Retainer
CLG as your fractional operations manager — fixing bottlenecks as you grow.
Get a Quote →
📈
Sales & Revenue Systems
CRM · Pricing · Proposals · Follow-Up

Tools and strategies that turn more leads into paying customers — and increase what each customer spends.

CRM Setup & Training
Full CRM configuration with pipelines and tags — plus a hands-on walkthrough.
Pricing & Packaging Audit
Market research and a written recommendation for what to charge.
Upsell Script Builder
A natural, tested verbal script for offering add-ons at point of service.
Proposal & Contract Templates
Professional agreements built for your industry and ready to send same day.
Lead Follow-Up Sequence
5-touch email and text sequence that automatically nurtures leads who didn't book.
Get a Quote →
👥
People & HR Systems
Hiring · Reviews · Compensation · Culture

Hire the right people, keep them, and build a team that performs without constant hand-holding.

Hiring System Build
Job posting templates, interview rubric, and offer letter — ready to hire with confidence.
Performance Review System
Quarterly review forms and feedback templates. Simple at two people, scalable to twenty.
Team Communication Playbook
Written guide covering meetings, updates, expectations, and accountability.
Compensation Structure Audit
Market-rate analysis and a path toward performance-based pay.
Job Posting Service
AI-written, optimized postings for any role with 30 days of applicant tracking.
Get a Quote →
💰
Financial Clarity & Reporting
KPIs · Cash Flow · Margins · Invoicing

Understand where your money goes and where the opportunities are — built for owners who want clarity without a spreadsheet degree.

Monthly KPI Dashboard
Revenue, job count, average ticket, and margin — tracked and reviewed monthly.
Cash Flow Projection
90-day rolling model that shows you when cash gets tight before it becomes a crisis.
Service Profitability Audit
Analyzes which services actually make money — written findings and clear recommendations.
Invoice & Payment System
Full invoicing setup with automated payment reminders. No more chasing checks.
Monthly Financial Advisory
Monthly call reviewing numbers, flagging issues early, and setting 30-day targets.
Get a Quote →
Advisory Packages

Ongoing advisory
for businesses built to grow.

Starter
Focused &
Actionable
  • 2 strategy sessions per month
  • KPI tracking dashboard
  • Unlimited async support
  • Monthly written report
Most Popular
Full
Engagement
  • Weekly working sessions
  • Process & ops overhaul
  • Team leadership coaching
  • Vendor & partner introductions
  • P&L review and guidance
Enterprise
Full
Partnership
  • All advisory engagement features
  • Capital & resource access
  • Revenue-share options available
  • CLG network integration
  • Exit strategy planning
Contact Us

Let's Start a
Conversation

Whether you're ready to scale, looking to deepen your market impact, or just want an honest conversation about what's possible — we're ready to listen.

Reach Us

Get In Touch

Office Hours

Monday – Friday8:00 AM – 5:00 PM
SaturdayBy Appointment
SundayBy Appointment

Send Us a Message

A member of our team will respond within one business day.

Greenville, SC PRIMARY MARKET Columbia, SC PRIMARY MARKET Spartanburg Anderson Lexington Sumter
Our Primary Markets
Greenville & Columbia, SC
Shawn
Chief Executive Officer
Markets & Experience
Business Development 10+ yrs
Real Estate 8+ yrs
Operations Management 10+ yrs
Strategic Consulting 6+ yrs
Dustin
Chief Operating Officer
Markets & Experience
Operations & Logistics 9+ yrs
Construction 7+ yrs
Vendor & Contract Mgmt 8+ yrs
Process Development 6+ yrs
Dillon
Chief Financial Officer
Markets & Experience
Financial Services 6+ yrs
Real Estate Investment 5+ yrs
Sales & Biz Development 6+ yrs
Government & Defense 9+ yrs
>