Congratulations on considering the next step in your business’ evolution! This program has been created specifically for businesses who want to ensure peace of mind as they focus on the growth of their business, for themselves and their families.  We’ve created this program to act as your personal, concierge-style law practice to handle all of your legal needs.

What Is The Private Counsel – Executives Membership Program?

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The Private Counsel – Executives program provides the benefits of having an attorney available to your business when needed, for a variety of issues including buy/sell agreements, contract review/drafting/negotiation, day-to-day legal questions, legal aspects of business development, and many more.  With this program, you can rest easy knowing we’ll be in your corner, every step of the way.

Sounds Great, But What’s Included?

All plans have a couple of things in common, in services that they included and don’t include.

Included:

  • Monthly newsletters on business related topics
  • Unlimited phone/eMail Q&A
  • Periodic business check-ins (based on plan level)
  • Access to our own legal experts, as well as our personal list of experts in other industries!

Not Included:

  • Litigation Services
  • Costs or Expenses related to our service (i.e., filing fees, regulatory fees, etc)
  • Personal legal services

Plan Options?

We Offer 4 Tiers To Ensure We Have The Right Plan For Your Specific Needs!  This program is designed to grow with your business, always providing you with the exact amount of support you need.  Remember, because of the kind of of support offered, we MUST limit how many clients in each tier we accept.

Phase 1 - The Pathway

Pathway

Pathway is our entry-level plan, and is focused on providing the essential components of quality legal guidance in your business venture, as you move from concept to creation. This plan is meant to help support your business as you move into unknown territory, blazing your own trail! This plan is perfect for you if you are on a budget, but know you want to have access to a trusted legal advisor as your new business venture become a reality, or you continue to build on what you already have in place.

In addition to the standard benefits, this plan will also provide you with the following annual benefits:

  • Unlimited access to ask questions about things that matter to your business – by phone or email.
  • Unlimited document review to ensure you know what you are getting into, before you sign anything!
  • Monthly 30-minute strategy calls to flesh out some of those more detailed issues that may be facing your business.
  • Bi-annual 2-hourt strategy sessions for more in-depth discussions about the inner-workings of your business and making sure all parts are moving in the right direction.
  • 1 annual LIFT review to ensure your Legal, Insurance, Financial and Tax systems are in place and set-up to give you maximum benefit.
  • 50% discount on other, non-covered, services

 

Phase 3 - The Infrastructure

Infrastructure

Infrastructure is geared towards next-level assistance!  This plan supports businesses that have chosen their path, have broken ground, laid the right foundation and are now ready to build out the vision.  This plan is perfect for your business if you have a clear picture of where you want your business to go and need help with the implementation and guidance along the way.

In addition to the standard benefits, this plan will also provide you with the following annual benefits:

  • Unlimited access to ask questions about things that matter to your business – by phone or email.
  • Unlimited document review to ensure you know what you are getting into, before you sign anything!
  • Unlimited customized document drafting to make sure you protect yourself, and your business!
  • Formation/Conversation of 1 to 2 business entities.
  • Customized drafting of your most important agreements (Partners/Founders, Employees & Customers)
  • Customized employee handbooks.
  • Contract negotiations on your behalf
  • Customized business succession planning & annual review
  • Monthly 30-minute strategy calls to flesh out some of those more detailed issues that may be facing your business.
  • Monthly 2-hourt strategy sessions for more in-depth discussions about the inner-workings of your business and making sure all parts are moving in the right direction.
  • 1 Annual Business Structure Review to ensure your business is set-up to maximize potential!
  • 1 Annual LIFT Review to ensure your Legal, Insurance, Financial and Tax systems are in place and set-up to give you maximum benefit.
  • Access to our Monthly Webinar Series on topics that matter to you – live and on demand (coming soon).
  • 50% discount on other, non-covered, services

 

Phase 2 - The Foundation

Foundation

Foundation is our stage-2 plan and is primarily set-up to support the business that has its plans set, and is ready to break ground and lay its foundation.  This plan is perfect for your business if you have a clear picture of where you want your business to go and need help with the implementation and guidance along the way.

In addition to the standard benefits, this plan will also provide you with the following annual benefits:

  • Unlimited access to ask questions about things that matter to your business – by phone or email.
  • Unlimited document review to ensure you know what you are getting into, before you sign anything!
  • Formation/Conversation of one business entity.
  • Customized drafting of your most important agreements (Partners/Founders, Employees & Customers)
  • Monthly 30-minute strategy calls to flesh out some of those more detailed issues that may be facing your business.
  • Quarterly 2-hourt strategy sessions for more in-depth discussions about the inner-workings of your business and making sure all parts are moving in the right direction.
  • 1 Annual Business Structure Review to ensure your business is set-up to maximize potential!
  • 1 Annual LIFT Review to ensure your Legal, Insurance, Financial and Tax systems are in place and set-up to give you maximum benefit.
  • Access to our Monthly Webinar Series on topics that matter to you – live and on demand (coming soon).
  • 50% discount on other, non-covered, services

 

Phase 4 - The Empire

Empire

Empire is our ultimate Private Counsel tier and encompasses all the benefits you need to keep your business operations pushing forward, without worry!  This plan is perfectly suited for business owners who have built their business (or businesses) and are ready to push it to become a “lifestyle” business! In addition to the standard benefits, this plan will also provide you with the following annual benefits:

  • Unlimited access to ask questions about things that matter to your business – by phone or email.
  • Unlimited document review to ensure you know what you are getting into, before you sign anything!
  • Unlimited customized document drafting to make sure you protect yourself, and your business!
  • Formation/Conversation of up to 2 to 3 business entities.
  • Customized drafting of your most important agreements (Partners/Founders, Employees & Customers)
  • Customized employee handbooks.
  • Contract negotiations on your behalf
  • Customized business succession planning & annual review
  • Weekly 30-minute strategy calls to flesh out some of those more detailed issues that may be facing your business.
  • Monthly 2-hourt strategy sessions for more in-depth discussions about the inner-workings of your business and making sure all parts are moving in the right direction.
  • 1 Annual Business Structure Review to ensure your business is set-up to maximize potential!
  • 1 Annual LIFT Review to ensure your Legal, Insurance, Financial and Tax systems are in place and set-up to give you maximum benefit.
  • Access to our Monthly Webinar Series on topics that matter to you – live and on demand (coming soon).
  • We act as your business concierge with other professionals (CPA, Bookkeeper, etc), and ensure everyone remains on the same page and keeps your business moving forward.
  • 50% discount on other, non-covered, services