The workshop is a fit for business owners of $250k - $1M, or $1M+ businesses who:
The KEEP Workshop™ is a structuring and strategy workshop educating business owners and giving them a framework in to implement their individualized strategy. Business owners must coordinate their teams of professionals to properly implement these strategies based on their specific facts and circumstances. The workshop is not intended to provide situation-specific, tax, legal or accounting advice. You must consult your own tax, legal and accounting advisors before engaging in any transaction.