Before Your LIFT Your Business Audit Session

The LIFT Foundation Audit is designed to help us understand where your business is now, where it is going in the future and what the gaps are that could keep you from getting there. Because the needs of our business clients are highly sensitive and specialized, we only work with a select number of businesses at any given time.

About three days after scheduling your appointment, you will receive a Priority Mailer with your LIFT Foundation Audit packet and other important information that you will want to review and complete prior to your consultation. We must have your packet returned to our office at least three days prior to your consultation either by mail, fax or e-mail. Feel free to call us at any time if you need assistance completing your packet or have any questions whatsoever. If you have existing business documents, please make sure we have them in our office at least a week before we meet so that we can review them in advance.

The Day of Your Meeting

Our initial meeting usually takes about two hours. This meeting serves two purposes:

  1. To identify whether there is a good fit between you, your business, and our firm.
  2. To discuss your business and identify any “gaps” you may have in the Legal, Insurance, Financial, and Tax foundations of your business.

Assuming that you and your attorney determine that there is a good fit between our firm and your business AND that you can benefit from our services, you and your attorney can work together to design a plan to fill all of the gaps you have identified. Even if there is not a good fit between us, you will still walk away with a greater understanding of the insecurities your business faces and an action plan of how to minimize your business’s vulnerabilities.

Schedule your LIFT Foundation Audit Session now