Emerging Legacy Client

Mission: Our goal is to help emerging business owners and high net worth individuals operate more efficiently and profitably in business which allows them more flexibility in personal goals.

Deposit	Payments	Total	Savings	Discount
$12,500	2	$25,000	N/A	N/A
$22,500	1	$22,500	$2500	10%

Payments Plan

Clear

Business Plan Advice
- Create a new business plan or update existing business plan with a Certified MBA Business Plan Writer.
Map out the implementation process of business plan.
Funding
- Assist with procuring additional financing or streamline current financial plan.
Digital Footprint
- Evaluate your company’s Digital Footprint and assist with:
  - Website
  - Social Media
  - SEO Optimization
  - Digital Communication Options (Phone Systems, VOIP)
Marketing Strategies Assistance
- Evaluate Current Strategies
- Publicity
- Advertising
Growth:
- Help secure new business or expand current client portfolio.
Legacy Planning
- Mergers, Acquisitions and Selling Option
Consulting guidance related to building a corporate team which may consist of:
- Company advisory board
- Accounting
- Legal
- And other professional staff support.

**Prices are subject to change and third-party vendor costs are not included.