Your Team is Ready to Serve
 See Our Available Services

Business Management

• Financial Analysis & Recommendations

• Marketing & Sales Analysis

• Marketing & Sales Systems Provided

• Capital Needs Analysis & Fund Raising

• Strategic Partnerships

• Employee Systems & HR / PEO Services

• Staffing & Executive Services

• Accounting Services

• Remote Dashboard Company Management System including Unique Cash Flow Forecasting and Management

SaaS Development

• Program Apps and SaaS applications to Specifications

• Adapt Current Applications for Custom Needs

• Development by the hour or by project

• Languages and Technologies: Python, SQL, JavaScript, HTML/CSS, TypeScript and others, plus distributed ledgers such as blockchain, and Hashgraph 

Asset Protection & Tax Advisory

• Asset Protection Strategies

• Trusts & Other Protective Tools

• Domestic & International Strategies

• Domicile / Jurisdiction Strategies

• Business and Investment Tax Strategies

• Specific Individualized Tax Techniques

• Notifications of Current Tax Saving regulations and warnings

• Specific Individual Tax Questions Answered

• Legal Tax Avoidance or Deferral Strategies

​​

Capital / Fund Raising

• Structure and Draft Private Placement Memorandums (Using SEC Safe Harbor Regs)

• Prepare State Blue Sky Documentation

• Stage Investment Strategies from Private Placement Through Public Offering

• IPOs, DPOs and ESOPs

• Manage Turn Key Capital Raising Program

Organization Structuring

• Strategies to match legal structure to personal/business mission

• Venue Shopping

• Domestic and Offshore Structures

• Tax Strategies

• Legal & Tax Risk Analysis

• Estate Plan and Business Structure Integration

• Fiduciary Services (trustee, director, etc.)

• Entity formation with custom needed document drafting

​​

Non-Profit Assistance

• Consultation and Formation

• Foundations

• Private Operating Foundations

• Public Charities

• 501(c)(3) Documentation and Authorization

• Board of Directors/Trustees Assistance