Includes:
Everyhting in Level 1 and more:
 
Level 1:
A.  BUY-SELL or CROSS-SELL AGREEMENT
Planning Sessions & Funding Implementation 
B.  KEY-MAN POLICY 
to protect from loss of employee
C.  TAX DEDUCTION MAXMIZATION: 
401k, Profit Sharing & HCE CARVE-OUT Planning Session for Owner and Spouse, & All Key Employees
 
 
Level 2:
Access to me & the network for up to and additional 10hrs/mo (5hrs of Lives, 5hrs of prepwork/postwork)
A. Value Builder 1-ON-1 COACHING 
B.  LOC SETUP: line of credit to affect 'Teeter Totter' and cashflow issues
C.  EQUPMENT LEASING: to multiply infrastructure and increase sales volume
D.  BRANDING & WEB SERVICES: Website, SEO, Google ScoreLead Generation: FB ads, Google Ads, YT ads, Insta & more.5 Star Online Presence Upgrade: An Online Makeover 
 
 
Level 3: 
Access to me & the network for up to and additional 20hrs/mo
A.  M&A: Buyer List Assistance to source list of buyers for your business   
B. VALUATION TEAM:  sourcing industry acceptable valuation for your specific industry 
C. TAX FREE EXIT STRATEGY PLANNING
D. "Pension Shopper" (TM) Service: Shop the market for the comapny that will guarantee you monthly payments for life and pay more or better benefits than anyone in the entire market at this time.  Appetites change annually, so a shop is required to compare each year.