Setting goals is the first step in turning the invisible into the visible.  - Tony Robbins

Schedule Your Business Planning Session

Call our office at 856-298-4410 or click here to schedule your Business Planning Session with one of our attorneys. We see clients on Tuesdays and Thursdays.

When you schedule your Planning Session, we block out 2 hours just for you and your business. After scheduling your appointment, you will receive our Business Planning Homework that will help you take the next step into making your dream business visible – or turning your going business into your dream business. This Homework will help you get your business ideas on paper and maybe even help you realize gaps in your business plan.

During our meeting, we will look at your current plan. We will discuss how your plan will work for you, what will happen to your business as it grows, and what will happen to your business is anything happens to you. Then we will discuss what you would like to happen and create the plan that helps you get there as quickly and easily as possible.

A Planning Session with one of our attorneys is $750.00. In some circumstances, we will waive the planning session fee and you can secure your appointment with a credit card number. So long as you keep your appointment, nothing will be charged to your card.

What to Expect the Day of Your Planning Session

On the day of your Planning Session, plan to spend approximately two hours with an attorney. The initial meeting serves two purposes:

  1. This meeting allows you and the attorney to determine if you are a good fit for our firm and if our firm is a good fit for you and your business, so while you interview us, we will be interviewing you; and
  2. To educate you about the law, the risks and advantages to starting a business, to help you understand the pillars of every good business, and how to build your business for success.

By looking at your current goals and your current plan, you can make the determination on how you want to move forward and you can identify how we can best serve you. With our guidance, you will be able to make the best decisions for your business and start leveraging those risks that will enable you to grow.

What Happens Next?

After our Business Planning Session, and assuming that we are a good fit, you will be able to choose the plan that best fits your business growth plan. We may also develop a custom plan that suits you and your business needs.

Once you pick your plan, then we get to work. We will develop a plan to ensure that your business foundations are solid. We'll review the legal foundations that you have established – if any, or we will help you establish them. We will work with your current insurance broker to make sure you have the right insurances in place, as well as the best insurance practices in your business. We will work with your bookkeeper and accountant to make sure that you're finances and cash flow are properly managed, as well as a review of your current tax strategy to ensure that you are maximizing your deductions.

This can seem overwhelming at first, but don't worry. We'll be there every step of the way to guide you to success. You are the expert in your business. We want you to be free to do what you love and leave us to deal with the parts of your business that bog you down. In the long run, it is more expensive for you to do something poorly that you don't understand, than it is to pay someone who has experience in that field. Once your team is built and established, we will be available to host or attend annual meetings with your advisers so you can get your team in one place devoted solely to your business.

But that's just the beginning! As your business grows, so do its needs, and we will be there every step of the way, from starting your business, to hiring (and firing) your first employee, to business succession planning. We will help you build the legacy business that can become your retirement.

Call us today at 856-298-4410 to schedule a Planning Session and take the first steps towards building your business for a secure and stable future.