Executive Summary: Sierra Ranch Acquisition & Legacy Anchor Partners Strategic Pivot

Background & Decision Rationale

As General Partner of Legacy Anchor Partners (LAP), I have personally invested significant wealth in the Rocky Ledge Estates subdivision and the adjacent 5-acre Sierra Ranch property. Both assets are debt-free. In late 2025, my wife and I listed our 3-bed/2-bath home for $875,000 (realtor-confirmed fair market value; superior to a nearby $1.4M listing due to views, pool, and private paved road access). We removed it from the MLS in December upon realizing the LAP $10M capital commitment could acquire the Sierra Ranch while delivering outsized advantages to all three partners.

Owner-Builder Cost Optimization

The Board of Advisors required a detailed business plan (modeled via LivePlan) accounting for every Phase One capital expenditure: eight Private Resort Homes, three Serenity Haven Cottages, and a 5,000 sq. ft. shop (future Event Center).

Original plan: Act as Owner-Builder (trained via Keith Kelsch’s program) and hire subcontractors directly to eliminate General Contractor overhead (targeting 30% savings).

Key insight: Subcontractors embed 30% margins + travel/per diem costs. Solution: Build an in-house team of eight experts (local recruitment + my sons in key roles), paying competitively while offering the rare benefit of living where others vacation.

Resulting Advantages

• Volume purchasing → 20–25% material discounts

• Labor (~$1M total) allocated across eight homes → ~$125,000 per home

• Land basis locked at 2013 bank foreclosure price (Prop 13 protection)

• No travel, lodging, meals, or GC/subcontractor markups

• No change-order delays/legal battles—seamless in-house collaboration

• Even after premium finishes (Sub-Zero, Wolf, Kamado Joe, top-tier spas), budget surplus enabled Sierra Ranch acquisition

Sierra Ranch Acquisition & Immediate Value

LAP acquired the Sierra Ranch for $850,000 fee simple. My family retains 34% ownership; LP holds title. It remains a private residence (not STR), granting each partner 117 days/year of exclusive use—utilities, taxes, insurance, and maintenance (~$60K/year) fully covered by LAP.

Available in ~90 days following cosmetic refresh (paint, flooring, decking, appliances, linens) funded by LAP capital.

Immediate Partner Benefits

• High-end great room theater sound + pristine vinyl collection (1970s–Motown/Jazz)

• Fully equipped wood shop, man cave, Harley mechanic shop (~$90K tools)

• Outdoor equipment, ½-acre orchard, raised-bed garden, trails for bikes/ATVs

• Space for horses, chickens, livestock—natural weed control & teaching opportunities

• Prime location: 20 min to Folsom Costco; 2–3 hr Bay Area access; Banana Belt climate; gated privacy; wineries nearby; Sierra/Sacramento views

Strategic Flexibility

Partners decide future: retain as legacy asset, trade via barter clubs, lend to family/friends (cleaning fees only), or sell later (proceeds to LAP). If sold, LAP proceeds solely with 41.48-acre Shasta County parcel—no impact on core development or partner benefits.

Bottom Line

This pivot enhances LAP value: immediate lifestyle access, tax-efficient land basis, preserved capital for Phase One, and strengthened legacy alignment—all while remaining debt-free and focused on long-term returns for all partners.

Lawrence Findleton

General Partner, Legacy Anchor Partners

@Findle3Sales