The Business Counsel Plan™

Your business represents one of your most valuable assets. Cromwell & Associates will help your business grow and thrive at every stage of development; from starting it, to passing it on. The Business Counsel Plan will help you protect and preserve your business to effectively handle the ups and downs and strengthen its value.

Business plans should work when clients need them to work. Like estate plans, business plans often fail, largely because of improper design and a lack of regular review. A business constantly evolves and changes, and a plan for it must evolve and change to be effective. No matter how well your business documents are prepared, there are things that cannot be known in advance. Your business plan must work despite:

  • Unknown time
  • Unknown laws
  • Unknown assets
  • Unknown situations
  • Unknown things of importance

What can be done? Cromwell & Associates has a process that will help you prepare for whatever comes your way. Through the Business Counsel Plan, we will meet with you regularly to review your plan, update it when necessary and separate your assets. One significant problem for a business is to mix your personal and business assets. It is important to keep these assets distinct from one another. We will help you align your assets to your plan and track them for separation.

Another benefit to the Business Counsel Plan is ClientDocx. ClientDocx is a secure, encrypted online storage vault. ClientDocx allows you greater access to your plan documents and any other document that you may want to store. You will be able to access your information anytime, anywhere at a time most convenient for you.

A business is like going to get your oil changed every 3,000 miles. If you drive your car often, then you will need an oil change sooner. If you do not drive your car often, then you will not need an oil change as frequently in comparison. Your business may need frequent legal attention. The Business Counsel Plan is flexible to adapt to the unique needs of your business.

To learn more about our Business Counsel Plan, please contact us today.