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Small business / home based business coaching

Using the broad experiences of our team we help explain the benefits of LLC vs. S corp vs C corp and how various tax strategies apply.

We can provide you with book keeping systems to get you online with your banking and minimize your effort at keeping your records accurate and ready for any tax event.

We offer ideas on how to bullet proof your tax returns against any audit based directly on IRS code.
If you are defining a new business, we assist with consultation on articles of incorporation, creating that first profit and loss statement and how to optimize the information on it to your benefit.

For those that need assistance in marketing plans and strategies of web development we start you with the basics and bring on our team of experts in those areas to finalize the plans.
As your business grows and you find you need to spend more time ON it than IN it we offer suggestions to book keeping and part time assistants for phone answering, and other administrative assistant roles.
As you find the need for more intense business coaching we provide you with the resources to move to an accelerated business growth plan.

Click HERE to request more info

Real Estate coaching
Reviewing and explaining the various methods and determining which methods you wish to utilize based on review of pros & cons against your life and financial goals.

With expertise in all aspects of real estate purchases, we provide you with the detailed explanations about each area of real estate investing including the pros and cons of each and how any specific one fits with the goals you previously defined in the Wealth coaching sessions. We explain the turn times that various methods take and costs ( or lack there of) of investing in each. Once you determine which approach you want to start with, we go into the specific details of the transaction you can expect and bring in the real estate partner that works specifically with that type of investment and in the specific area you wish to begin investing.

Should you decide to work with investment partners, we provide you with the basic language and understanding of how an LLC used for a specific transaction can keep all parties honest and clear about what the investment is and the exit strategy for each participant. We also provide the legal council to complete the documents to make the transactions as clear and completely legal and binding for all parties as possible.

Click HERE to request more info

Real Estate transaction assistance
Provide details on exact “How-to" for Lease to purchase, fix & flips, rentals, land, construction, multi- unit and commercial deals.
We connect you with our TEAM that works with us and that we confidently recommend. We work the numbers with you. We explain each step of the process and coordinate the details of the transaction for you.

For those who may already have full time jobs,
those who understand the value of having experience at your side, and
those who are unable or unwilling to go it alone.....

We offer the next step in full service real estate transaction coordination.

We review the various types of properties including

• raw land for the purpose of constructing a spec home or reselling to a developer
• lease to purchase as an investor buying the home of the buyers choice
• rental properties intended to be held for specific periods of appreciation
• multi unit residential and multi unit commercial
• commercial properties including light industrial, warehouse, mixed use, B&B
• pre foreclosure

We explain the strategies related to each and explain in detail how the transactions are managed. We describe how they are completed as well as our ongoing role in assisting with the conversion of the property to a wealth creating investment.
Once you have established the type of investing you want to participate in, we provide you with full financial services through our sister company Mosaic Lending and ensure that you are qualified before engaging the time and services of the realtor.

As we clarify the exact type of transaction you qualify for and how we will approach the investment including the decision making points we will consider, we connect you with a realtor that understands your goals and moves into pursuit of the property you desire...
Let the hunt begin!

There are a number of strategies used by investors in the residential market to enable them to participate in no money down transactions, maximize their profits on short term fix and flip options, and even to use other people’s money.
There are also a number of strategies, options and appropriate partners to work with for commercial investments for those with yet bigger aspirations and stronger risk tendencies (this arena is not for the feint of heart!).

These and many more strategies are explained in detail and each step of the transaction is taken care of for you with a weekly review provided to you to ensure your complete satisfaction and understanding of progress.
A review of the cost analysis is provided to you and thoroughly explained. The risks are outlined and compared against your goals with recommendations being provided as well.
In the end the decisions are all yours but “clarity comes from having experience open your eyes to it".

Click HERE to request more info