Helping you reach the peak of your Success!

Being a business owner is difficult because there is so much to learn, track, develop, and do – normally all at the same time. Unfortunately, these tasks are commonly taking place while business owners are trying to also service clients and generate income. That is why it is so important to have a guide that knows what you need to do in any business situation, when to do it, how to do it, and who will track your progress and keep you accountable.

 

Often there is only time to do one of the following things: learn what you need to do, or to do it.

​​

​

Compliance Transaction Coaching:

• Monthly (Items every company should do on a monthly basis)

• Quarterly (Items every company should do on a quarterly basis)

• Seasonal (Items every company should do at specific times during the year)

• Situational (Items every company should do in certain situations)

• Review or Creation of Internal & External Contracts

Structure & Strategy Coaching:

• How to use your entity in business situations and transactions taking into consideration your specific entity structure(s) & strategy. How your business actually engages in a business situation, with other companies, and the steps of conducting business.

Multi Entity Coaching:

• How to have your company's interact together, through contractual relationships

• Multi Entity Logistics

• Inter Company Transactions

• Knowing which business to use and when

• Expense Coaching:

  • Personal Expenses vs. Business Expenses

• Financial Statement Coaching

• Loan / Funding Preparation Coaching​

Generational Wealth Coaching:

• ​How to pay your children under 18 tax free

• How to make your children massive amounts of wealth using a Roth IRA

• When to form a Living Trust

• Use of Life Insurance