If you are a new or relativily new (2 Years or less of operation) business owner, I will work with you to tackle a different
issue each month, and spread the cost over time to minimize the impact on cash flow.
Some of the items
to address are:
Corporate Structures
Buy-Sell and Partnership Aggreements
Retirement Plans
Taxes-Deductions
and Proper Filing
Life Insurance Planning
Health Insurance Plans
Disabilty Plans
Long Term Care Plans
Liability Insurance
Fees
For busniesses with 3 or fewer partners: Initial fee
of $475 to cover the first quarters' planning, then $100 a month (billed via ACH) to cover subsequent months.
For businesses with more than 4 partners, fees determined on a case by case basis.
