Business Planning Services

Candice’s Business Planning practice springs from that irrepressible mix of hope, optimism, and daring that defines every entrepreneur. When she launched her own business, she fell head over heels for it. Entrepreneurship isn’t just a job for her—it’s a calling. She understands the passion that drives you: you’ve got a dream, a vision, and a relentless belief that stepping off the beaten path will lead to something better for you and your family. You’re taking risks because you know they’ll pay off. We’re here to help you protect that dream.

Read below to discover our business planning services, and click on the image to download your free report.

Business Formation + Planning

Your business's foundation is crucial, and it starts at formation—or, let’s be honest, it starts when you realize that your initial setup wasn’t quite perfect. That’s where we come in to make sure everything is done right.

Here’s how it works:

 1. Comprehensive Coverage: My plans cover all the essentials of asset and creditor protection. Simply filing Articles of Organization/Incorporation with the state won’t shield you from future lawsuits. 

 2. Unlimited Communication: All my plans include unlimited communication with no separate billing for calls, emails, or meetings, so you can always reach out with any questions about your business planning. 

 3. Free Plan Review: I offer a free plan review every three years to ensure your plan stays current and your investment doesn’t go to waste. 

 4. Flat-Fee Pricing: Costs are agreed upon in advance, so you know exactly what you're paying before the work begins. Typically, fees range between $2,625.00 and $5,250.00 for LLC setup, depending on how many Members of the LLC there are; and $5,250.00+ for other types of busines entity formation, including corporations and nonprofits. If you already have some documents prepared, costs may be lower, but only if you prepared them correctly.

5. Business Membership Invitation: When you form or plan your business with us, you’ll receive an invitation to join our exclusive annual membership program. This program takes the hassle out of staying compliant by handling all your annual legal requirements. Plus, we keep you in the loop on what you need to know and do to stay protected as your business evolves and grows.

 The ideal client for me is someone who wants to protect themselves and their family from potential business issues. If you're looking for the cheapest option, I might not be the right fit, but I'm happy to arrange payment plans for clients who are committed to thorough planning but need some flexibility with fees. Yes, our fees are a deductible business expense, and yes, we take credit cards—because if you’re going to plan for the future, you might as well rack up some airline miles while you’re at it.

The process begins with a business planning meeting where I review your family, financial, and business situation. You’ll fill out a worksheet and provide any existing planning documents. During this meeting, which can last up to two hours and costs $495.00, I’ll show you what your business landscape would look like if you faced a lawsuit or other issues. If you decide to proceed with the planning, this fee is deducted from your total flat fee. My time is limited, and the information I provide is invaluable, whether or not we end up working together.

The business planning process typically involves three meetings: 1) Initial meeting and plan design; 2) Signing meeting; 3) Final meeting. With about 4 weeks between meetings, the entire process usually takes around 2 months.

Ready to get started? Click below to schedule a meeting with Candice.