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.

In the world of business planning – especially in the world of protecting your personal assets from business liability, the best outcome for you, your family, and your business will be achieved only by working with a lawyer who encounters business planning situations daily. You have worked your whole life for what you have and the business you have created. While financial advisors and CPAs play an important role in your planning, they cannot give you legal advice. Unfortunately, some businesses collapse after the death of the business owner because they either did no planning at all, or if they did, they left gaping holes where they needed professional advice. We encourage a lifelong relationship between you and your group of trust advisors (your financial professional, your CPA, and yes your lawyer) so that you can rely on an advisory group for life to be there for your family and your business when you cannot be.

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.