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Experts in helping you build, grow, sell, or transition your business or personal estate.

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Comprehensive Business Consulting and Valuation Services

At GW Legacy Advisors, we specialize in delivering tailored consulting and valuation solutions. Our expert team is dedicated to helping your business thrive in a competitive landscape.

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Estate & Business Valuations

Accurate business valuation services to determine your company’s true worth and support estate and business planning.

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Business Consulting Services

We provide a range of business advisory services to support your company at any stage.

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Transaction Advisory Services

Customized transaction advisory solutions to help you navigate business sales, mergers, and acquisitions.

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Team

Meet the GW Legacy team-certified valuation experts delivering precise, data-driven business valuations. Trust our experience to help you understand and maximize your company’s true worth.

Team

Meet the GW Legacy team-certified valuation experts delivering precise, data-driven business valuations. Trust our experience to help you understand and maximize your company’s true worth.

Rod Garrett
Rod Garrett
Principal

Mr. Garrett is a financial expert with over 30 years of experience in valuation, economic modeling, and advisory, including expert testimony in federal and state courts.

Mr. Garrett has more than 30 years of in-depth knowledge in market analysis, financial advisory, economic modeling, and forensic valuation. His quantitative modeling experience includes both parametric and non-parametric methods. He has diverse experience working in and completing assignments for clients in industry and government, including DoD, aerospace, computer software, transportation & trucking, forest products, natural resources, wholesale trade, retail, manufacturing, medical, financial and many others.

Mr. Garrett has testified as an expert witness in federal bankruptcy court as well as family court in the state of New York. His assignments have included shareholder & matrimonial disputes, company valuation for federal and state income tax reporting, ownership transaction advisory and intangible asset appraisals.

Mr. Garrett holds an MPS in Natural Resource Management/Economics from the SUNY College of Environmental Science and Forestry, an MBA from the George Washington University and a BBA in Finance from Temple University.

Matthew Willard
Matthew Willard
Principal

Dr. Matthew Willard is a Stanford-educated professor and consultant with 30 years of experience in capital raising and strategic growth for small to mid-sized companies across diverse industries.

Matthew is a Professor of Business at Augustana University and a long time business development consultant focused on transactions, investment, mergers and acquisitions and business/project development. Matthew has focused on small to mid-sized companies needing capital and/or management and has been involved with capital raising and acquisition analysis throughout a career that spans thirty years leading investment analysis, due diligence, strategic planning, new product development, marketing and sales for everything from start up to Fortune 500 companies.

Matthew has a breadth of experience having worked in project areas including agriculture, agricultural processing, natural foods, satellite and wireless communications; precision farming, education, fintech, and renewable and sustainable energy. Recognized for successfully developing and implementing new business models; facilitating mergers and acquisitions; and establishing and maintaining International B2B relationships.

Dr. Willard holds a PhD in International Relations and Organizational Behavior, a MS in Management Science and Engineering, and a BA in Political Science all from Stanford University.

Sue Willard
Sue Willard
Senior Manager, Accounting & Finance

Ms. Willard is a veteran finance leader with decades of experience in corporate financial reporting, SEC compliance, and nonprofit financial management.

Ms. Willard is an Accomplished senior manager having been promoted through a 23-year career at Raven Industries, Inc. (a $400 million publicly traded company) from entry-level cost accountant to corporate controller. At Raven Sue was responsible for all financial reporting aspects of the company, as well as maintaining adequate internal controls over financial reporting. Directly supervised managers in the areas of general accounting, payroll, cost accounting and financial reporting. Provided information and made presentations to the company's Board of Directors, primarily the board's Audit Committee. Performed treasury functions. Completed and/or reviewed the company's external SEC financial reporting, including the forms 8k,10Q,10k, and Management's Discussion and Analysis. Worked directly with outside auditors on quarterly reviews and the annual financial statement audit.

Following her tenure at Raven Ms. Willard was the Finance Director and Senior Leadership Team member of Feeding South Dakota. In her role at Feeding South Dakota Sue was responsible for the leadership and direction of all financial planning, accounting practices, analysis, reporting, and internal controls. Manages the human resources functions for proper administration of employee benefit programs and compliance with applicable state and federal regulations. Worked closely with the development and operations departments on grant applications and monitoring, providing financial information and cost analysis.

Testimonials

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So much value, experience and integrity! Matt and team bring exceptional strategic insight, act with urgency, and consistently follow through. Beyond expertise, Matt is reliable, transparent, and always willing to serve anyway to make sure success is achieved. I highly recommend them to anyone seeking a trusted advisor and partner in success.
Nikkee Rhody
I've worked with Matt on multiple business valuations for acquisition financing, and he's always been professional, thorough, and easy to work with. Highly recommend his expertise!
Blake Chelsey
Matt was a former professor of mine, turned mentor and friend. His decades of experience in the business world, combined with great logic and common sense, make him a great asset as an advisor. Whenever I have a new business idea or investment opportunity, Matt is one of the first people I seek out for an opinion!
Jed Schmidt
As a startup founder, you sometimes come across people who can fund your business and help your business. Most VC's and angel groups say they can help, but few do. Matt Willard was more helpful, and continues to be more helpful than any other funding partner I've had in my six startups. After raising more than 100 million in my career, Matt was far and away the best consultant to work with.
Paul Harkins
Billaway
Our experience with the Matt Willard has been tremendous. Not only was the initial funding very helpful, but also the access to new industry contacts and relationships really helped us grow. I would highly recommend Matt as a business and financing partner to anyone who is looking.
Don Bryant
Life Oils

Latest Articles

Our latest blogs and articles deliver essential business valuation insights to help you maximize your company's growth potential and market worth.

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