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Enterprise Setup for Mom (Phase 1 (Get Virtual Office, Establish Inc, Open…
Enterprise Setup for Mom
Phase 1
Get Virtual Office
Establish Inc
Open Bank Account
Get DNB #
Phase 2
Open tradelines
Bank Account CC
Credit Suite Process
Phase 3
Shift debt
Remove personal debt from company executives.
improves personal credit profile
Begin Property acquisition process
1 multi-family property
executive home for Bobbi
executive home for Russell
Have CPA prepare personal financial statement.
2017 Tax time
Phase 4 Estate Planning
Sequence of events in Phases