Business Counseling 

Start-Up Business Consulting

  • Professional guidance for launching a new business from concept to execution.
  • Assistance with business planning, market analysis, and operational strategy.
  • Support in defining business goals aligned with long-term growth and multi-generational wealth.
  • Guidance for business structure, licensing, and risk assessment.

Industry Compliance

  • Completion and submission of state and federal regulatory requirements.
  • Ensure businesses comply with licensing, permits, and industry-specific rules.
  • Identify best practices for governance, operational compliance, and reporting.
  • Ongoing monitoring of compliance changes to mitigate risk.

Small Business Financing

  • Financial planning tailored to the needs of new or growing businesses.
  • Guidance on business credit, cash flow management, and funding strategies.
  • Referral to lenders, SBA programs, or private financing options.
  • Support with loan origination and application preparation.

LLC Real Estate Investing

  • Real estate investing planning and portfolio development for LLC-owned properties.
  • Guidance for structuring LLCs for real estate investments
  • Support for multigenerational wealth planning through real estate investments.
  • Strategic advice on acquisition, management, and exit planning for investment properties.

Corporate Training

  • Professional development programs for management, leadership, and operational teams.
  • Training in leadership development, conflict resolution, and performance optimization.
  • Workshops designed for multi-generational teams and cross-functional collaboration.
  • Tailored sessions for entrepreneurship, small business management, and investor education.

Self-Employed Homeownership

  • Guidance for self-employed individuals buying or investing in real estate.
  • Financial planning for mortgage approval, budgeting, and tax considerations.
  • Advice on structuring income, credit, and documentation for lender requirements.
  • Long-term homeownership strategies aligned with business growth and multi-generational planning.

Decision-Making & Strategic Planning

  • Facilitate planning sessions to prioritize business goals, investments, and operations.
  • Align short-term decisions with long-term wealth, legacy, and lifestyle objectives.
  • Provide scenario planning and risk management strategies for sustainable growth.

Transition & Growth Support

  • Support for scaling businesses, adding partners, or expanding into new markets.
  • Guidance for succession planning and intergenerational business transfers.
  • Ongoing consultation to adapt business operations as markets or family goals change.

Click Here to Schedule Your Business Counseling Session Today!