IF….SOMETHING WERE TO HAPPEN TO YOU….
DO YOU HAVE THE BASIC SUCCESSION PLAN DOCUMENTS IN PLACE?
Do You Have ALL Business Financial Information Organized & In Order?
STEP#1 - GETTING ORGANIZED!
Naturally we would all like to believe we know where everything is and within a few minutes we can put our finger right on what we are looking for!
Before you can develop a financial success in your business and your life you must have some order and organization to all things financial!
The countless hours we waste every day, week and month trying to remember if we have this or did that and do we have everything organized in our business finances so that we can create the financial success we desire in our entire life?
What we provide:
- Review your business structure and critical financial data...
- Review your business financial information to begin the organizing process...
- Review your need for important business documents you may not have...
- Review your need for identifying important financial information for your business...
- Organize all important financial information...
- Review your business organization and ownership issues...
- Assist you to gather and organize important key documents and facts...
- Assist you to prepare the basic documents you should have for your business...
- Research any special issues that you may have...
- Assist you in the step-by-step process to complete these critical documents...
Here’s How It Works:
Your Initial Processing Fee begins the process to organize and assist you in setting up the key documents for your business to protect you in the event of a major accident or tragic life event. You will have the most basic essential documents necessary to protect you and your business!
- Durable Power of Attorney for business...
- Durable Power of Attorney for personal...
- Health Care Directive in event of life threatening illness or injury...
- Modification of Business Documents if necessary for special appointments...
- Organize critical data for your Living Will...
- Organize all business and personal tax returns for prior years...
- Organize all business and personal IRS transcripts for prior years...
- Organize all business financial records (annual P&L, Balance Sheet, Stock Certificates)...
- Organize all local, county, state and federal filing and annual reporting requirements...
- Create calendar of all filing and reporting requirements with all government agencies...
- Set up Auto-Reminders to email you when dates are approaching for any reporting obligations...
Click The Button Below to Get Started Today!
STEP#2 - BUSINESS SUCCESSION PLAN IN PLACE!
Obviously we all would like to believe we are not subject to that one event that could put us in the hospital, in a comma, or worse (God forbid) end our life!
Dealing with the thought of a major life event and its emotional impact is difficult enough!
Imagine what it would be like if your business and all your money were tied up and nobody could help you!
How do you know what to do? Who is in charge in case some tragic event took place? How would they know what to do? Who would they talk to, work with? Where are all important documents located? How would your business continue?
What we provide:
- Review your business structure and key critical documents you should have...
- Review your financial information to assist in drafting the critical documents you need...
- Review your need for health care directive...
- Review your need for durable power of attorney for business...
- Review your need for durable power of attorney for personal...
- Review your business organization and ownership issues...
- Review your business organization and ownership issues...
- Assist you to gather and organize important key documents and facts...
- Assist you to prepare the basic documents you should have for your business...
- Research any special issues that you may have...
- Assist you in the step-by-step process to complete these critical documents...
Here’s How It Works
Your Initial Processing Fee begins the process to organize and assist you in setting up the key documents for your business to protect you in the event of a major accident or tragic life event. You will have the most basic essential documents necessary to protect you and your business!
- Durable Power of Attorney for business...
- Durable Power of Attorney for personal...
- Health Care Directive in event of life threatening illness or injury...
- Modification of Business Documents if necessary for special appointments...
- Financial Records Leather Binder to organize all major financial records...
Click The Button Below To Get Started!
James Harnsberger - Enrolled Agent
Disclaimer: While every effort has been made to ensure the accuracy of this site, we cannot guarantee any eventual financial gain. Future pricing & offerings is subject to change without notice.