KEEP Workshop™ Application

The KEEP Workshop™ has been designed to meet the needs of high net worth individuals. Our Advanced Structuring is appropriate for owners of companies with over $1M in revenue. Our Basic Structuring is appropriate for owners of companies with $250k-$1M in revenue. To ensure that our services are well suited to you, we have a few simple questions to ask. Your application will be kept confidential.

We base our application on these answers. By applying, you are representing that your responses are accurate. *

I Agree

Are you a business owner? *

Yes

Full Name *

Best Email *

Mobile Phone (Required to apply. We will text message this number if you’re accepted) *

Can you make corporate/legal changes to the business? *

Yes, I can make corporate decisions alone, or have gotten approval already

I need a spouse, business partner, or investor to agree

What is your gross business revenue from all sources in the last 12 months? *

Under $250k

$250k - $1M

$1M - $4M

$5M - $9M

$10M+

What is your anticipated total tax liability this year (personal and corporate) under your current structure? *

Less than $50K

$50K - $100K

$100K - $250K

$250K or more

I plan to have a $1M+ tax bill in a future year, but not this year

What does your current corporate structure look like? Give us a basic overview of your structure including any trusts or foundations. *

Which of these best describes your plans? *

I will attend the workshop personally

I will send a team member to attend and implement for me

How will you implement the strategies? *

I have existing tax and legal advisors to help me

I have existing advisors, but I may need new ones to help

I don’t have advisors, but I will hire advisors as needed

I prefer to implement the strategies myself without external advisors

What are your goals for attending the Keep Workshop™? *

Which best describes your current situation? *

I’m just curious about the workshop, and haven't decided whether it's for me

I have just started my search, and am considering the workshop, but I have not decided if it's for me

I have just started my search, and also know I want to attend the workshop to get started the right way

I have spent time talking to other people who can’t help me, and am ready to attend the workshop to get started the right way

I am currently talking to several different resources in order to evaluate all of the options available, and the workshop is one of them

Why is it a priority to get this done now? *

Which of these statements is most accurate? *

I’m applying now, and will register for a workshop if accepted

I’m interested in the workshop, but want to consult with friends/family/investors/advisors before making a decision

I don't need to consult with anyone to make a decision, but I have questions before you consider my application

Just looking, please don’t review my application