It’s Time To Level-Up

Our Next step is perfect for those ready to leave the “new business owner” tag, and step into “budding entrepreneur”.

Here are the details…

Level-Up Business 


In addition to our quarterly roadmaps, our Level-Up 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 in a just-in-time approach designed to grow with your business, and give you the right information at the right time!


Regular Meetings

90 min.


On-Going Q&A

(via Text & email)



Document Review


Registered Agent


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

Legal Time


3 Hours

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

Business Building Platform Access


Basic Membership

Receive a complimentary subscription to a world-class buisness building platform – courtesy of

Q1 Roadmap:

Corporate Strategy & Compliance

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.

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 minutes, 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.

Q2 Roadmap:

Contracts & Document Management

Every business needs to have a set of go-to contracts it can rely to help protect itself from the outside world.  During this time, we’ll take a close look at your relationships with everyone else you do business with, and address any gaps that need to be filled; PLUS, we’ll manage your most important contractual deadlines and key dates.

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!

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 tools to laay out expetations and hold your employees accountable.  We’ll get you set-up with a basic handbook that incorporates your business’ policies in a variety of topics.

Hiring & Firing

We’ll assess your current hiring/firing policies & procedures and 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 address 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 its assets.  We’ll start by creating a basic estate plan so that we can ensure it does NOT become subject to probate!

Estate Plan Review/Creation

If you have a plan in place, we’ll review it to ensure it’s up-to-date.  If not, we’ll get a basic plan drafted and put in place that will help your family avoid the probate process and provide them with piece of mind as business continues to grow!

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 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.

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