New or Recently Opened Businesses
Do you understand the importance of covering all your financial bases but are concerned about the impact on paying for it all at once?
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Fees
For businesses 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.
If you are a new or relatively 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 Agreements
- Retirement Plans
- Taxes-Deductions and Proper Filing
- Life Insurance Planning
- Health Insurance Plans
- Disability Plans
- Long Term Care Plans
- Liability Insurance