Get on the path to peace of mind.
Get on the path to peace of mind.
If you are like the majority of business owners, you got set up with the bare minimum you needed to open your bank account, and then never looked at your business set up again.
The basic documents you started with may not be doing their job of maximizing your ability to take risk with minimum possibility of liability. They may not be saving you money on your taxes. You may not have the proper legal agreements in place, or have your intellectual property protected, and you may be taking unnecessary risks you aren’t even aware that you have.
We do not want you to find out when it’s too late!
In addition, although we focus on (and commit to strengthen) your legal foundation to support you where you are now, we also want to ensure you are set up for the growth you envision in your business.
In addition to your legal structure and systems, we will review your insurance, financial and tax foundations as well. It’s these four pillars—Legal, Insurance, Financial and Tax—that ensure you are able to reach the dreams you have for the future of your business.
The unfortunate truth is most lawyers do not consider anything beyond the legal, and even with that, they tend to do just the one thing you contacted them for—entity set up, or legal agreement review, or intellectual property set up, for example—without a comprehensive audit of what you actually need, so you can stay proactive about getting your foundations in place, rather than reacting and trying to fix things after the fact, or when something goes wrong.
Why? Well, frankly, the traditional legal business model taught them to do it this way and they just haven’t figured out there is a better way, for them and for you. And they don’t have the business experience and training to truly create innovative ways to support you. Most of them are simply document preparation people, preparing the same kinds of documents you could get for yourself online, not really getting to know your business and how they can help you grow.Not to worry though—we'll take care of all of that when you come in.
No doubt you want to grown your business. That is wise. Not planning for growth will likely ensure you don’t grow. One thing we know for sure is that you build your business from where you want it to be in the future, not from where it is now. We know you have big dreams and we want to help you realize them.
Think of your work with us, whether just in this initial meeting, or beyond, as an investment in that dream. We can help you get clear on your business model and your income expectations, we can help you set up the business structure you need to support those plans, we can help you implement the agreements that will seal the deal with clients, customers, team members, suppliers, distributors, vendors, investors and lenders, and protect those relationships.
We can help you vet the strategies to save money on your taxes, and make sure you get your financial systems set up for success (and that you actually do what you need to do in that regard), and you’re fully button-up protected in case something goes awry.
Does that sound like a lot? Well it is! Building a business is a huge endeavor and you don’t have to do it alone. When we are working together, we are there to learn about you and your business as your team member.
We will make sure things get taken care of and we develop a list of actionable to-do’s when you come in for your strategy session. And listen, there is no obligation. We are going to look at your current situation, see where the holes are, and give you a choice about how involved you want us to be in filling those holes and what our involvement will cost. Then, you can make an informed decision about whether you want to go it alone or with our support.
The best part is, there will never be any surprises. All of our fees are flat fees, agreed to in advance, with no hourly billing, no surprise invoices and nothing to worry about at all. And, of course, you’ll only engage us if you see we can make you more money than you are investing.The LIFT Business Breakthrough Session you have scheduled with us is designed to take an honest look at what you really do need and what you really do not need.
If it turns out you don’t have any holes, you leave the session informed, educated, empowered and feeling great that you have done the right thing by your business by investigating what’s necessary to take smart risks that help you grow your business fearlessly.If it turns out you do have holes in your LIFT Foundation that need filling, we will work together to determine the right plan for you and your business based on your needs, your budget, and your business’ stage of life. And most importantly, we will make sure that whatever gets put in place will stay up to date and continue to work throughout your business growth cycles.