- Annual Statement of Information (SOI) filing (Includes the filing fee)
- Annual corporate minutes
- Maintenance of your capitalization (CAP) table
- Secure document hosting in your client portal
Required annual update call with your corporate attorney
This annual check-in is designed to:
- Review your business structure and operations
- Address changes in ownership, management, or direction
- Identify legal risks early
- Keep you informed of relevant legal or compliance changes
911 Scheduling
If a legal issue arises, you will receive priority access to your attorney within one business day.
- Legal fees included for special meeting minutes that may arise during the year
- Continued service as your Agent for Service of Process
- If your business is served, we will immediately notify you and forward all documents.
(Critical, as subpoenas and legal notices often require quick action.)
- Key team member email access for your CPA, financial advisor, or insurance agent ensuring aligned communication across your advisory team.
- 24/7 secure messaging with your legal team
- Access to all documents, invoices, and communications in one place
- Free access to quarterly legal webinars (topics announced throughout the year)
- VIP, members-only events
CPA
Financial advisor
Insurance professional
CPA
Financial advisor
Insurance professional
24/7 secure messaging with your legal team
Secure document hosting
Access to your corporate documents
Invoices and account information in one place
24/7 secure messaging with your legal team
Secure document hosting
Access to your corporate documents
Invoices and account information in one place
Hear what's changed in your business
Discuss what may be ahead
Identify areas that may deserve attention
Answer questions about the Business Team Membership
Help you determine whether ongoing membership makes sense for your business
This is a complimentary, no-obligation call.
Hear what's changed in your business
Discuss what may be ahead
Identify areas that may deserve attention
Answer questions about the Business Team Membership
Help you determine whether ongoing membership makes sense for your business
This is a complimentary, no-obligation call.

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