Before you do, I’d like to make sure you understand how a Family Business Lawyer® differs from working with a traditional lawyer or creating your own legal documents online.
Here’s the bottom line: Your Family Business Lawyer® is part of your team. Someone who keeps you out of trouble, can forewarn you about sticky situations (and handle them when they come up), ensure you feel confident when it comes to running your business and can increase the speed and effectiveness of your decisions tenfold while decreasing the high price of missed opportunities.
If you’re looking for a trusted advisor who can help support your business emotionally, financially and legally, you are in the right place.
If you’re looking for a one-off transaction for intellectual property protection, incorporation, contract review, or the like, I suggest you get started by getting a fee quote right away.
...(and possibly additional questions so that a flat fee can be accurately quoted).
Each quote will include the completion of the immediate item needed PLUS a comprehensive LIFT Assessment , at no extra charge. This valuable assessment will review the legal, insurance, financial and tax aspects of your business. This assessment is designed to identify where you may have leaky boundaries, unclear expectations and missed opportunities that put you at risk. The process will help you determine what mistakes you’re making right now that are costing you valuable time, energy, attention and money.
If you don’t have a current need for support on a one-off transaction, you can also purchase a one-off LIFT Your Life and Business Planning Session with a Family Business Lawyer®.
This session, which is a total bargain at $500, will help you take your life and your business to the next level. You’ll walk through a thorough inquiry process to help you clarify where your business could be far more efficient, effective and ultimately enjoyable for you and your stakeholders, including team members, customers,clients and vendors.
Before this “LIFT Your Life and Business Planning Session” (we call it a LIFT Session for short around here), you will complete a clarity questionnaire that will allow your Family Business Lawyer® to get to know you, and will support you to get to know yourself on a new level, as well.
And this LIFT Your Life and Business Planning Session will support you to become more self aware.
Many people who have worked with a Family Business Lawyer® say that simply completing the clarity questionnaire alone was worth the entire investment.
But that’s just the first step.
Next, you’ll schedule a 90-minute session with your Family Business Lawyer®, and LIFT a level deeper, or higher. The session may run as short as 45-minutes or as long as 90, depending upon complexity of your life and business.
At the completion of the first session, you’ll have a new awareness of the blind spots keeping you from a higher level of success in your business.. Think of it as your Family Business Lawyer® taking a flashlight and shining it into the dark corners of your life and business, lovingly illuminating your path. You’ll know exactly what needs to be done and you will have new options on how to succeed at the next level.
During this session, you’ll make some important decisions about what you want to do yourself, what you will delegate to others and how much proactive support you would like on an ongoing basis from your Family Business Lawyer®.
If you’re ambitious and ready to jump in with both feet, t’s possible to do both sessions at the same time, rather than taking a break in between. This is a great choice for someone who is able to make rapid choices and feels confident in decision making.
At the second session (or part 2 of the first session, if applicable), you will choose from a variety of flat fee and recurring revenue packages that your Family Business Lawyer® has custom-designed for you.
Pantea formed Palm Desert Law Group, APC specifically to focus on the needs of families with young children as well as small business owners. Prior to starting this firm, she saw too many instances where the all too common “one-size fits all” estate planning failed, leaving families in court and conflict for years. She also saw that there was a huge disconnect between attorneys practicing estate planning and those practicing business law, such that the complex needs of small business owners were never fully met. And she wanted to change that.Read More