Startup Consultation:

• Initial business idea consultation

• Business Name

• Discuss business goals and objectives.

Startup Boost :

• Initial business idea consultation

• Business Name

• Discuss business goals and objectives.

• Business Name Search/EIN Filing

• Business Name and Logo Creation

• Domain Name Setup

Startup Plus:

• Initial business idea consultation

• Business Name

• Discuss business goals and objectives.

• Business Name Search/EIN Filing

• Business Name and Logo Creation

• Domain Name Suggestion

• Dunns & Bradstreet Setup

• Assistance with Business Checking/Savings

• Assistance with obtaining Business Insurance Policy

• Business Operating Agreement

• Business Logo T-Shirt

Insurance Risk Management services for Franchise/Small Business owners can vary based on the scope of services offered and the size of the business.

Basic:

• Review of existing insurance policies.

• Identification of coverage gaps and potential cost savings.

• General risk assessment and recommendations.

Intermediate:

• All features of the Basic Package.

• Customized insurance portfolio management.

• Assistance with claims processing.

• Ongoing email and phone support.

Comprehensive Package:

• All features of the Intermediate Package.

• Quarterly in-person or video conference meetings for in-depth risk analysis and strategy adjustments.

• Assistance with policy renewals and negotiations.

Custom Package:

• Tailored risk management services to suit the unique needs and challenges of your business.

• Comprehensive analysis of complex risk factors.

• Specialized insurance solutions for specific industries or niches.

• Full-service risk management consultancy.

Additional Services (A La Carte):

• One-time risk assessment and consultation:

• Claims management and assistance:

• Policy review and recommendations:

Basic Package:

• One-on-one financial consultation

• Debt assessment and basic budgeting advice

• Debt consolidation guidance

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Intermediate Package:

• Comprehensive debt analysis

• Personalized debt management plan

• Negotiation with creditors on your behalf

• Budget tracking tools

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Advanced Package:

• In-depth financial analysis and customized debt solution

• Negotiation and settlement with creditors

• Ongoing support and financial coaching