The 4 Phases of Business: How to Thrive from Startup to Exit
Every business has a life cycle. Whether you’re just launching your first side hustle or preparing to step away from a thriving company, your business falls into one of four essential phases: startup, optimization, scaling, and exit. Each phase comes with unique challenges—and incredible opportunities. Understanding where you are, and what you should be doing […]
10 Tax and Legal Mistakes to Avoid in 2025
Starting a business, managing rentals, or just trying to get your financial house in order? You’re not alone—and if you’ve been Googling questions like “LLC vs. S Corp” or “Should I put my car in a trust?”—this guide is for you. Tax law and legal planning don’t have to be overwhelming. In fact, when you […]
6 Types of LLCs Every Entrepreneur Needs to Know
You’ve probably heard that forming an LLC is a smart move for protecting your business and assets. But did you know there are six main types of LLCs—and two bonus variations—that each serve very different purposes? In this guide, we’ll break down exactly what those types are, who should use them, and how choosing the […]
Bookkeeping for Beginners: Organize Your Business Finances
Starting your own business feels incredible—until reality hits: you’re also now the bookkeeper. If you’re wondering, “How do I even start my bookkeeping?”, you’re not alone. We’ve been there. So have thousands of business owners we’ve coached—some who got it right early, and some who learned the hard way. Good news? You don’t have to figure it […]
6 Ways to Protect Your Home From a Lawsuit
For most of us, our home is one of our most valuable assets. It truly is our “castle,” but can also be one of our most vulnerable assets. Although we need to protect it at all costs, we face several dilemmas that create significant hurdles to protecting the complete value of our home from a […]
What is a COPE for Asset Protection?
A Charging Order Protection Entity (COPE) is a unique type of entity that can provide additional protection for the assets it holds from the owner’s personal liabilities. It is far more advanced and complex than the average LLC.
When to Use the Domestic Asset Protection Trust (DAPT)
When you want to safeguard hard-earned assets from creditors and lawsuits, everyone looks for a solution that can provide security and peace of mind. A domestic asset protection trust (DAPT) can check both of those boxes. Whether you’re a business owner, a high-net-worth individual, or simply someone looking to protect their financial future, it’ll be […]
How Many Properties Should I Put in My LLC?
I believe in smart investing, not overcomplicating. Setting up an LLC for every rental property might seem like a great idea, but for the majority of investors, it’s just a costly and inefficient move—especially when equity is still building.
Why a Series LLC May be Right for You
If properly created and maintained, the Series LLC may be an extremely useful tool for investors with multiple investment properties.
