BUSINESS LAUNCH SYSTEM

Interested in becoming an independent advisor, but not sure where to begin? The Business Launch System is designed to provide you with the guidance you need to successfully start off your new business on the right foot. Through simple, practical advice and guidance, a 120+ page manual, and hours of consulting time, we show you just how rewarding and doable owning your own practice can be. Our consultants will help share with you the experiences of your peers and provide practical, useful advice, to streamline the process and keep you focused on taking care of your clients.


ON THIS PAGE:

  • Business Launch System
  • Engagement Agreement

The Business Launch System program focuses on building your business correctly from day one. For a flat fee, you receive ten one-hour phone consultations with experts in practice management and value, along with the Business Launch System guide, which covers:

  • The First Steps in Setting Up Your Business;
  • Real Estate and Lease Issues;
  • Bookkeeping and Accounting Basics;
  • Legal Issues;
  • Tax Basics for a Small Business;
  • Hiring and Retaining Employees;
  • Succession Planning, Disaster Planning, and Insurance;
  • Extra Steps to Make Your Business Successful; and
  • An Appendix, with Sample Forms, Agreements, and Chart of Accounts

Interested in the Business Launch System? Download the engagement agreement for additional details, or call us at 800.934.3303 ext. 2029 or 2037.

Download: Engagement Agreement and Content Overview

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