Our Three-Step System So You Can Get Clear On The LIFT Foundation Your Business Needs

When you do not have a solid foundation of legal, insurance, financial, and tax systems in place for your business, you simply cannot sleep well at night. Our unique LIFT planning process helps reveal gaps in your business foundation so that you can make LIFT decisions for your business with your eyes wide open.

01 | Foundation For Enough

Our primary focus at this stage is to separate your personal matters from your business. This includes getting your personal legal matters handled, establishing a foundation of insurance to protect you and your business, getting clear on how much money you need from your business to support your family, and ultimately knowing how much is enough.

02 | Growth For Yield

Our primary focus here is to help you shift from a practice to a business. We help you map a three-year plan to get you from where you are now to where you want to go, and we will review things like systematizing your service, productizing it for leverage, establishing full team support, creating consistent cash flow, and maintaining the steady clarity that is required for you to truly be a leader of people.

03 | Scale For Harvest

Our primary focus at this stage is to help you become a company and invest for legacy. We will plan for your exit or succession strategy, help you create a leadership team, advise on hiring an operations executive, institute a business operating system that works for you, and help you get into your role as leader and visionary to do only what you can do.

What We Do

We help you to create a customized LIFT (legal, insurance, financial, and tax) foundation that includes elements of all of the following, depending on what is best for you, your family, and your business. We have thoughtfully packaged what we do into customizable options for you and your family, and all of our fees are flat-rate and agreed to in advance so there are no surprises.

01 | Entity Formation and Maintenance

02 | Small Business General Counsel Services

03 | Intellectual Property Protection

04 | Employee and Contractor Agreements, Handbooks, and Hiring and Firing Strategies

05 | Tax Strategy

06 | Insurance Planning

07 | Business Succession and Exit Planning

Don’t Let Your Business End Up A Statistic

60%

 In Lost Sales After A Business Owner Dies
According to Forbes.com

You as the business owner are the glue that holds your business together. Without a solid plan in place for your business to outlive you, you can expect sales to dip by at least 60% after you pass. Your family and your business likely cannot weather such a downward swing.

25%

Of Business Owners Successfully Leave Their Business To Their Family
According to Entrepreneur.com

Sadly, of the two-thirds of small business owners in the U.S. who want to pass their business to their family, only about a quarter of them are actually successful. The other 3/4 simply did not do the right planning, or any planning at all.

100%

Of Business Owners Stop Being Owners Eventually
Simple Fact

We know that you will exit your business, but what we do not know is exactly how or when that will happen. When it does happen, it could compromise the whole financial foundation you have built, unless you have done proper planning so you can sleep at night.