Entity formed, income rerouted, and a referral relationship that has since sent four more clients.
A financial advisor discovered his client's endorsement income was flowing into a personal account with no entity behind it. He needed a lawyer who would fix it without competing for the relationship.
Joined a three-way call within 24 hours, corrected the structure, and coordinated with the advisor and CPA at every step. The advisor stayed the client's first call.
Entity formed, income rerouted, and a referral relationship that has since sent four more clients.
Most engagements are flat fee, quoted before the work begins — and most matters resolve without litigation. Start with a free consultation.