Services
Business Startup
- Business Sale/Purchase Transaction & Advisory
- Marketing & Advertising
- Licensing
- Business Valuation & Due Diligence Services
Business Formation
- Setup / Formation / State to State Expansion
- Merger & Acquisition
- Dissolution / Liquidation Sell Process
- Registered Agent & Financial DPA / POA Appointment
Business Management
- Business Record keeping & Filing
- Business Financial Underwriting & Monthly/Annual Budget Analysis
- Operation Efficiency and Process Optimization
Risk Management
- Business Enterprise Risk Assessment & Advisory
- Policy and Procedure Development
- Ethics & Business Decision Advisory
Wealth & Asset Management
- Portfolio Wealth & Asset Management
- Debt Management
- Trust Administration
- Tax Preparation / Settlement Resolution / IRS Representation
Financial Advisory
3rd Party Services Pricing Vary Per Product
- Financial Planning & Advisory
- Education, Estate & Retirement Planning
- Investments: Fixed EFTs, REIT, and Single Stock Equity
- Insurance
Regulatory Compliance Management
Business & Financial Services Regulatory Compliance Advisory
- Marketing Rules
- Consumer Lending
- Real Estate Lending
- Business, Investment & Banking Regulation
- Third Party Vendor and Contracts
REO & Leasing Management
- REO Rental Property / Apartment Finder
- Leasing Consultation
- Applicant screening
- Income & Asset qualifier/verification
- Lien search/release, Debt Negotiation & Settlement
Travel Management
- Arrangement & Travel Planning
- Transportation
- Concierge Services