Ready To Develop Your Legacy?

You’ve done it! You started from scratch, built a Profitable Business, and now….it’s time to begin building your legacy.

Here are the details…

The Build Out Plan


In addition to our quarterly roadmaps, our Build Out plan includes these great benefits, no matter the time of year!

Apart from our year-around guidance, we’ll also provide you with quarterly roadmaps to address different aspects of your business needs in a just-in-time approach designed to grow with your business, and give you the right information at the right time!


Regular Meetings

60 min.


On-Going Q&A

(via Text & email)



Document Review


Document Drafting


Registered Agent


If you’re ever sued, we’ll be the first to know so we can address it appropriately.

Legal Time


5 Hours

It can be difficult to anticipate legal needs, so we give you time to dedicate as you see fit, every quarter.

World-Class Business Coaching


Private Coaching

Receive a complimentary subscription to a world-class buisness building platform, along with your own private business coach – courtesy of

Q1 Roadmap:

Legacy Planning Strategy & Protection

The business you start today, may not be the same as the business you have tomorrow.  Vision and needs change.  As a result, your entity structure and corporate strategy may need to shift as well, in order to maximize its benefits to you.

Plus, now that your business is running mainly on auto-pilot, it’s time to develop a more comprehensive approach to your estate planning.  We’ll continue the planning conversation by looking at various alternative estate planning vehicles in order to maximize gift, tax and other benefits to you and your potential heirs!


Governing Document Review

We’ll review, update, amend and/or re-state your bylaws or operating agreement as necessary to ensure it aligns with your business.

Up-to-Date Minutes

We’ll ensure your organizational Minutes  are current, or bring them current if they’re not.  Then, we’ll make sure they stay that way by keeping your Board & Shareholder minutes up-to-date as needed.

Entity Choice

We’ll review your current entity structure and determine if its the right choice, and re-structure or convert as necessary.

Ownership Considerations

We’ll ensure we have the right pieces in place, based on the desired ownership structure, understanding, investment and expectations.

State Reporting Compliance

We’ll ensure your state business reporting obligations are met.

Federal Compliance Updates

When necessary, we’ll also provide corporate updates to the IRS on your behalf.

Asset Protection & Tax Planning

We’ll begin to address some asset protection and tax planning strategies, by adding an additional corporate entity to your portfolio in order to help achieve your long-term goals.

Advanced Estate Planning

Now that you have a basic plan in place, we’re going to take the next step and look at some advanced strategies.  These may include things like additional entities, irrevocable trusts, staggered or incentivized gifting to your heirs, etc., in order to protect your assets NOW and in the FUTURE!

Q2 Roadmap:

Documents, Relationships & Operations

Your contracts are in place, key dates are calendared and managed.  Your relationships with the outside world are under control. 

It’s now time to look into your world and ensure your systems are ready to go public.  We’ll begin to audit and assess in this stage to truly maximize what it means to be a lifestyle business owner; in the process creating a business that supports your lifestyle well into the future.

Current Contracts

We’ll review your current contracts and modify them as needed to ensure protection AND compliance with any other laws, as needed.

Audit Business Practices

We’ll identify your current business practices and identify those areas where we need to ensure relationships are properly documents, and create the contracts to fill those gaps.

Document & Key Date Management

Let us relieve your burden! We’ll maintain copies of your agreements with other parties, and maintain key dates for your business! Don’t get caught off guard with renewals anymore!

Streamline Marketing System

We’ll look for opportunities to create out-of-the-box marketing opportunities to help build revenue and get you more of the right clients.

Streamline Client Lifecycle

How do you move a client from one phase to the next, in order to maximize lifetime value?  That’s exactly the question we’ll approach and ensure we remain compliant with all legal requirements needed by your industry or business size.

Streamline Onboarding System

If you’re a service-based business, your client onboarding systems may need to be addressed…especially if you’re using tech to assist.  We’ll evaluate your process, third-party provider relationships and ensure you’re meeting compliance requirements applicable to your business!

Streamline Employee Recruitment/Retention System

As you get ready to build out your legacy, you’ll want to ensure a steady stream of top-tier talent.  So let’s take a look at your employee benefit packages, how you recuit and KEEP that talent; while keeping an eye towards legal compliance requirements of your industry!

Q3 Roadmap:

Employment Practices & Operations Audit

Whether you’re planning on bringing on employees or independent contractors, it’s extremely important that you understand the need to classify correctly, and how to maintain the right employment and operational policies; and procedures to protect your business moving forward.

Roles & Duties

We’ll identify the various roles in your business and help you create appropriate job descriptions for each.

Employees & Contractors

We’ll review or create your employment or independant contractor agreements to help protect your business and its trade secrets.

Payroll & Employee Files

We’ll audit your payroll and employee files to ensure they accurately reflect pay rates, ensure wage compliance, incidents are properly documentated, and personnel files are properly kept.

Employee Policies & Handbook

Most established business don’t have an employee handbook, despite being great tool to lay out expectations and hold your employees accountable.  We’ll get you set-up with a basic handbook that incorporates your business’ policies on a variety of topics.

Hiring & Firing

We’ll assess your current hiring/firing policies & procedures to help you determine if any adjustments need to be made in order to ensure legal compliance and avoid hot water down the road.

Management vs. Staff

We’ll assess your current policy variations between Management & staff (if any) to confirm legal compliance.

Standard Operating Procedures

We’ll assess your current operational policies and procedures so that your business begins to take its first steps to becoming “plug ‘n’ play”, allowing you more freedom!

Q4 Roadmap:

Estate Planning Review & Implementation

Now that your business is developing and on an upward trend, we need to ensure we’re properly protecting it and it’s assets.  We’ll start by adding various tools and techniques to your estate plan such us life insurance trusts, irrevocable trusts, and more!

Review of Exit/Succession Strategy

There’s a saying in business, that you must “begin with the end in mind.”  With that, we need to begin to address your exit or succession strategy well before the time has arrived.  Whether you want to sell the business or pass it on to the next generation, we’ll start to create a strategy to get you ready for that time.

Growth Strategy Assessment

Whether you’re considering opening another location across the street, across the state, or across the country, we’ll need to create a strategy to do so.  Part of that strategy means we’ll need to assess the options:  Family Succession vs. Licensing vs. Franchising

Once we determine that path, we’ll begin taking the necessary steps to make your full vision a reality!

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