LEGACY BOARDROOM
virtual coaching
Scale Smarter.
Build Your Legacy.
Build wealth without the guesswork. Legacy Boardroom gives you insider access to real estate experts and proven strategies—tailored for solo entrepreneurs ready to scale. Skip costly mistakes, save time, and focus on what matters: growth, vision, and legacy.
THE VALUE OF LEGACY BOARDROOM
With Legacy Boardroom, our Board of Directors becomes YOURS — for a fraction of the cost. Here’s what you would pay to have each of these executives on retainer individually vs what you pay with Legacy Boardroom.
Each executive is available 4 times per month.
FEATURE | REGULAR PRICE | MEMBER PRICE |
|---|---|---|
Fractional Chief Marketing Officer | $300/hour | Included |
Fractional Chief Operating Officer | $400/hour | Included |
Fractional Chief Investment Officer | $300/hour | Included |
Fractional Chief HR Officer | $300/hour | Included |
TOTAL | $5,200/month | $300/month |
Did you read that? $300 per month instead of $5,200.
That's a 90% discount.
REAL RESULTS | MEMBER BREAKTHROUGHS & TESTIMONIALS
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WHAT TO EXPECT:
- Learn smart ways to grow your real estate portfolio — without paying for expensive coaches.
- Receive expert advice for small business owners and teams.
- Get personalized guidance from proven real estate experts to avoid costly mistakes and grow faster.
- Be part of a community that shares your goals and mindset.
FREQUENTLY ASKED QUESTIONS
MEET THE TEAM
Legacy Wealth Holdings has been a trailblazer in the commercial real estate investment world since we started in 2009. Our goal is to help as many people as possible achieve Legacy Wealth through commercial real estate investing. To date, we’ve:
- acquired over 6,000 rental properties
- amassed a $350,000,000 real estate portfolio
- built multiple 7- & 8- figure businesses including a management company, marketing agency, & consulting firm
- started building a billion dollar software business
- had experience in wholesaling & flipping 100+ homes per year
- owned over 1,450 self storage units, multiple retail & office buildings, short term rentals, and new construction & development
- and written 4 personal development books for kids.
MONDAY
NICK BURTON
CMO & Director of Acquisitions
If you haven’t spent any time with Burton, get ready for a ride. Nick is high energy, and is relentless when it comes to finding the best deals for Legacy Wealth Holdings to act on, whether they are on- or off-market. Nick will be able to evaluate your deal finding strategies, and will pull no punches. He will tell you what he thinks is working, and what you should be adjusting to achieve your goals.
TUESDAY
MATT CARLIN
Chief Operating Officer
Growing up, Matt was frequently given personal development/real estate books from his uncle as Christmas & birthday presents. At the time, it was the equivalent of receiving socks. Later in life, all of that knowledge paid off. Matt and Tim began doing one-off deals in 2011, with Matt coming on full-time in 2015. Matt currently oversees management of 2,800 doors, and has managed over 4,000 doors at one time in his role as COO. Matt has built the systems and processes for Legacy Wealth Holdings from the ground up, and has taught hundreds of operators how to do the same. Matt currently lives in Cleveland with his wife Emily and their daughter Leighton. And he still has those books from his uncle.
WEDNESDAY
FADI BOUMITRI
Chief Investment Officer
Fadi Boumitri may not have believed ten years ago how heavily involved he would be in the real estate investing world. A lawyer by trade, Fadi attended a Mastermind (at Tim Bratz’s insistence) for the first time in January 2017. The rest is history. Fadi eventually joined the team at Legacy Wealth Holdings full time, and along with Tim, has raised $150 million for real estate investing deals. Now considered a “recovering attorney” Fadi has poured fuel on the investing fire, continuing to raise money for deals in the pipeline, as well as providing expert advice for those looking to follow in his footsteps.
THURSDAY
SCOTT HANIS
Chief Human Resources Officer
Scott believes that the mark of a true human resources professional balances the needs and wants of any given corporation with those of the employee. An equal concern for both allows true harmony in the workplace, leading to the best possible results. Starting in the corporate world, Scott estimates that he’s conducted over 10,000 interviews and filled over 1,000 positions in his career, including since 2019 when he started his own HR firm, Fortitude HR Solutions. Scott prides himself on creating a direct ROI for companies by putting the right people in the right positions, allowing for exponential growth to occur. Scott lives in Cleveland along with his wife Laura and their son Alexander.
MEET THE FOUNDER
TIM BRATZ
