Business Legacy Audit Session
Does this sound like you?
- You’re not sure who can step up and manage your business if
something happens to you - You’ve been trying to take a true no-contact vacation for the past
three years in your business - You’re not sure how to reduce the risk of lawsuits with your team
members - You want to protect your personal assets from business activity
lawsuits - You’d like your spouse, son, or daughter to take over your business
- You’d like to sell your business and “retire” early
- You feel like you can’t get sick or take time off because your
business will fall apart without you - You have a business partner and if something happens to them, you don’t want to be in business with their spouse or children
- You have a team, but aren’t sure if they’re Rock Star employees
you can trust
If this sounds like you,
You’d benefit greatly by scheduling and showing up ready to take action at our Business Legacy Audit Session
At the Business Legacy Audit Session our attorney examines your current business agreements and tax structure to Diagnose business health problems that are preventing you, the Owner, from stepping out of your business. At the end of the session, business Owners receive a custom-tailored business Legacy prescription we call the Hands-Off CEO Legacy Plan.
Because we are professional advisors who work closely with our client’s confidential and sensitive information. We only work with business owners who are serious about taking action that will protect their legacy. The firm only accepts a limited number of clients a month for these in-depth sessions.
