Take the complete journey to building, launching, scaling, and protecting your business with our all-inclusive Journey to Success & Legacy Builder Combo.
Each phase is intentionally built to guide you step-by-step — from planning and branding to business credit, bookkeeping, compliance, and long-term corporate protection.
PHASE 1: Business Planning
Custom business plan built around your vision and goals
PHASE 2: Business Identity
Business registration
Domain setup
Business email creation
PHASE 3: Business Registration
Corporate structure determination
Secretary of State filing
EIN
Corporate bylaws or operating agreement
PHASE 4: Business Branding
Branding research
Strategic brand development
Basic logo design
Landing page website
Note: The Full Journey to Success + Legacy Builder Combo includes websites ONLY for the Operating Company and the Non-Profit (if selected). Additional websites for Holding Company, Parent Company, or Property Management Company can be added as optional upgrades.
PHASE 5: Business Credit
Business credit profile setup
DUNS number
Net-30 accounts
Business tradeline applications
PHASE 6: Bookkeeping
Monthly bookkeeping reconciliation
PHASE 7: Business Contracts
SAM registration
BBB & Chamber network setup
Custom business contract templates
PHASE 8: Business Protection
Copyright or trademark filing
Trust opening for full asset protection
Guidance on corporate separation & liability protection
Additional Benefits Included
Lifetime Masterclass Access – FREE
2 Full Years of Monthly Momentum Training – FREE
1-Year Commercial Lease – FREE
2 Years of Corporate Tax Returns – FREE
501(c)(3) Application – INCLUDED
This combined program gives you everything needed to build a TRUE corporate legacy and scale your business with expert guidance at every step.
Journey to Success & Legacy Builder Combo
The Journey to Success & Legacy Builder Combo is our highest-level, white-glove service for business owners who want everything completed for them.
This package combines the full Journey to Success roadmap with the full corporate infrastructure of the Legacy Builder — giving you a fully structured, legally compliant, professionally branded, and protected business ecosystem.
Our team handles every major step, including planning, structuring, filings, branding, business credit, bookkeeping, trust setup, compliance, and more. You focus on your vision — we handle the backend, the paperwork, the systems, and the strategy from beginning to end.
This is our most comprehensive “done-for-you” program and is designed for serious entrepreneurs who want a professionally built business without the stress, confusion, or gaps.
While our internal Legacy Builder process may take up to 8 weeks, the IRS processing time for tax-exempt status can take up to 120 days depending on their review and workload. This timeframe is controlled solely by the IRS and cannot be expedited.
