Description
This is the second payment of the Five Companies, Full JTS. Your five companies are formed. Now your Operating Company gets built out properly.
Legacy Builder II carries your Operating Company through Phases 5 to 8 — business credit, bookkeeping, contracts and protection — with your dedicated Premier Client Success Guide. No additional state fees.
This is where a registered company becomes a fundable, bankable, protected one.
What Part 2 Includes
- Phase 5 — Business Credit. Experian business profile, Dun & Bradstreet number, Net-30 account, your first business tradeline
- Phase 6 — Bookkeeping. Business banking recommendations, QuickBooks setup, two years of transaction reconciliation
- Phase 7 — Business Contracts. SAM.gov registration, BBB profile, sample business contracts
- Phase 8 — Business Protection. Business insurance recommendation, trademark registration (one class), business trust setup
- Two years of corporate tax returns (through October 1 — one year thereafter)
- No additional state fees
What This Costs Separately
| Business credit buildout — Experian, D&B, Net-30, tradeline | $2,500 |
| QuickBooks and two years reconciliation | $6,000 |
| SAM.gov, BBB, business contracts | $2,000 |
| Insurance review, trademark, business trust | $4,000 |
| Advanced entity structuring guidance | $2,500 |
| Real estate, stocks and credit guidance | $2,500 |
| Momentum, twelve months | $1,188 |
| Two years of corporate tax returns | $8,200 |
Total if purchased separately |
$28,888 |
Legacy Builder II |
$11,499 |
A Note on Phase 9
Phase 9 (Annual Compliance) is a la carte for all clients at every price point and is billed separately when annual filing time arrives. With four entities, you will have four annual filings. This will be communicated at onboarding — no surprises.
Payment
Part 2: $7,000 — no additional state fees
Combined total with Part 1: $19,999
This is not a new enrollment. It is the second and final payment of your $19,999 Four Companies Full JTS program.
