Liberate Cash Flow, Accelerate Scaling, and Amplify the Value of Your Business Through Customized Legal Structures and Expert Guidance

With 30+ years of experience, our attorneys have been able to help numerous clients create structures that gain them an edge over their competitors and put them on the path to long-term, generational success.

Reach out to see how we can help you achieve your goals.

Start Your Journey

Introductory Call

We have built our business model around working with driven individuals who like win-win situations. On this call we get to know each other, learn about the opportunities in your business, and set initial expectations.

Discovery & Strategy

In order to most accurately learn how we can help your business succeed, we have you fill out questionnaires and request financial reports to review and strategize. Our planning is no upfront cost to you. Our fee is invested in your success.

Structure & Implementation

Once approved, we create your legal structures which immediately free up your cash flow, creating opportunities to reinvest more in your business annually.

Optimize & Scale

Because we create a structure for us to make money only when you make money, we introduce you to a team of experts who can audit your business even further and provide insights on the best ways to scale and prepare your business for sale.

See the Benefits Immediately

Enhanced Cash Flow

Our expert attorneys will devise strategic legal structures that minimize your tax liabilities and maximize your available cash flow. By keeping more money in your pocket, you'll have the financial means to reinvest in your business, fueling growth and expansion.

Accelerated Scaling

With the burden of cash flow constraints lifted, you can supercharge your business's growth trajectory. Our innovative solutions will enable you to scale at an exponential rate, gaining a competitive edge in your industry and leaving your competitors in the dust.

Amplified Value

By optimizing your financial resources, our legal structures empower you to increase the value of your business by a substantial multiplier in a shorter amount of time. This of course allows you to reach your exit strategy sooner and your financial goals in an unprecedentedly short amount of time.

Expert Guidance

Our experienced team of legal professionals specializes in navigating the complexities of tax laws and regulations. PLUS, we connect you with scaling professionals and industry experts who help you avoid common mistakes and advise on best practices. We'll be your trusted partners, providing personalized counsel and support at every step of the way, ensuring your peace of mind as you embark on this transformative journey.

Don't Just Take Our Word for It

"As a 20 year direct protégé of Jack Welch’s at GE, active philanthropist and the board member of many publicly traded entities, I have worked with numerous attorneys. This is the first testimonial I have ever given for professional work. It is well-earned. Over the years, Jim has saved me several million dollars in taxes. He is easy to work with and responsive. His unique capabilities and insight make a huge difference. He deserves your confidence. I give him my highest recommendation."

- Walter Robb, Ph.D. - Chairman & Interim CEO, Cyclics Corporation, Board Member of 11 organizations across 15 industries, New York

"Jim is honest, thoughtful, bright, and informed. I cannot recommend Jim highly enough. Over nearly 20 years, Jim has loyally and faithfully provided powerful planning options to our family and business. We have more substantially more money and family protection because of Jim."

- Gary Adamson - CEO, Dicor Corporation Elkhart, IN

"Jim is one of the most creative and powerful tax planners I know. At the same time, he never loses sight of family well-being and long-term holistic planning. We have many attorney advisors and tools available to us. Jim generously shares his time to help us match creative solutions with the right technical local attorneys. I consider Jim a key go-to person for high-level, technically-sound solutions."

- Johnne Syversen - CEO, Syversen Strege & Company, West Des Moines, Iowa

Office: 11550 N Meridian St, Ste 125, Carmel, IN 46032

Call 317-843-5566