BIZCare™

BizCare™ Business Maintenance Services

a $400.00 annual fee provides for:

• One 1-hour conference with Chris Caswell during the calendar year to review entity status
• Preparation of draft annual meeting minutes
• Chris Caswell serves as Registered Agent for the year
• Monitoring of deadlines and preparation of basic entity filings with the State*

Please note, we will not serve as Registered Agent unless a business engages us for BizCare™ Maintenance Services. We reserve the right to resign as Registered Agent without notice for any business that does not enroll in a BizCare™ plan.

*State filing fees, typically ranging from $25.00 to $150.00 per filing, are not included in the cost of BizCare™. Payment for fees must be collected prior to any filing that we submit on behalf of the entity.

BizCare™ Business Planning Services

We offer comprehensive business planning services to Business Owners, including the following:

• Business Plan Drafting
• Sale of Business and/or Mergers
• Sale of Stock or Membership Interest
• Succession Planning (known as "exit planning")
• Wealth Planning

We often collaborate with professionals from the insurance, accounting, financial planning, and other fields in order to help the business owner fully realize their short- and long-term goals. Business valuation, contingency planning, wealth planning, and various "exit" or business transfer strategies are all areas in which we assist our clients.

Fees for the above referenced services vary greatly from one business to the next, and will be quoted during the initial conference once your specific circumstances are discussed.

BizCare™ Legal Audit Services

This service provides for a legal "audit", whereby the forms and contracts a business is currently using (or should be using) are reviewed for maximum protection, intellectual property ownership and title of business assets are reviewed, compliance with financing requirements is evaluated, and the current accounting procedures of a business are reviewed for appropriateness and effectiveness for the existing and future operation.

This evaluation will often call for communication between Chris Caswell and your existing advisors (CPA, CFO, Insurance Agent, etc.). The end result of this collaborative and comprehensive review is an evaluation report including recommendations for additional documentation, protection, processes, and/or actions that the business and the individual owners should consider taking in order to properly plan for future events, effectively manage current operations, and maximize the protection a corporate "shield" can offer.

Fees for these evaluation services will vary, depending on the scope of the review. Please contact us to schedule an initial conference, or highlight the areas in which you have questions and we can discuss this in your annual, one-hour BizCare™ conference.

Examples of Evaluation Questions:

• Is the type of Business Entity (LLC, Inc., S-corp, etc.) right for your objectives?
• Are entity records properly maintained on an annual basis?
• Is ownership of the business properly documented and are all agreements in writing?
• Does the business have proper permits, licenses, and appropriate permissions to operate?
• Are you complying with applicable employment laws, including hiring and firing policies?
• Are you collecting, filing and paying all required taxes?
• Are your contracts for your product or service protecting you?
• Are the contracts of others binding, written and fair?
• Have you adopted necessary policies to protect your business from employee acts?
• Do you have written policies and procedures in a policy manual?
• Have you properly stated or limited the warranties that you are giving with your service or product?
• Do you have adequate insurance coverage for you and your business?
• Do you have good title to all of the assets of your business? Are all agreements in writing?
• Are you complying with the financing requirements for any and all existing loans?
• Do you have appropriate accounting reports and checks and balances to monitor you operations?
• Are you familiar with debt collection procedures, and do your agreements give you protection?
• Are you and your competition acting fairly in the marketplace?
• Are you involved in interstate and/or international trade? Are you protected, and in compliance?
• Is your intellectual property protected? Do you use licensing agreements?
• Do you have privacy statements and user agreements?
• Is your website legally "up to speed"?
• Do you have proper estate planning documentation to assure the continuation of business and protection of your family?