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.
Are you a business owner?
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?
$250k - $1M
$1M - $4M
$5M - $9M
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?
Our workshop pricing is a one-time $20,000 for owners of companies with over $1M in revenue (target tax savings 50%+), or $11,000 for owners of companies with $250k-$1M in revenue (target tax savings $10-30%).
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