Legacy Builder I

Description

This is the first payment of the Five Companies, Full JTS — MAC’s complete done-with-you advisory program for five companies at $19,999 total.

Part 1 covers all five companies — Operating, Parent, Holding, Property Management, and your Nonprofit — through Phase 4 done-with-you with your dedicated Premier Client Success Guide, including formation for all entities, your 501(c)(3) application, business plan development, systems setup, and the full Masterclass.

Part 2 (Legacy Builder II — $11,499, no additional state fees) is due before Phase 5 begins on your Operating Company and unlocks Phases 5 through 8 for the Operating Company.

The total across both payments is $19,999 — identical to the pay-in-full price. This is not a discount. It is an option to begin the journey without paying everything upfront.

What Part 1 Includes

• The full Masterclass — lifetime access. 37 published assets: 11 video trainings, a 21-title ebook library, worksheets, and two standing resource libraries covering entity choice, business credit, funding, banking and Stripe setup.
• Dedicated Premier Client Success Guide (PCSG) — a named point of contact, not a ticket queue.
• Priority Response Standard — two business hour response time.
• Phases 1–4 done-with-you for all five companies.
• Three years of corporate tax returns, included at no additional cost — see below.

Your Five Companies

All five are formed and structured through Phase 4 in Part 1. Part 2 takes your Operating Company through Phases 5–8.

Three Years of Corporate Tax Returns — Included

Your federal returns are prepared and filed for three consecutive tax years at no additional cost — the four for-profit entities plus Form 990 for your nonprofit. That is fifteen filings across three years, included in your program.

What this covers: federal income tax returns for the five entities formed under this program, for three consecutive tax years beginning with your first full year of operation.

What it asks of you: complete books and records delivered by the date your PCSG sets each year. Entities added later, amended returns, prior-year catch-up filings, state income tax returns, and audit representation are quoted separately.

This is separate from Phase 9 annual compliance. Tax returns are federal filings and are included. Annual compliance is your state annual report and registered agent renewal, and remains a la carte.

What This Costs Separately

Phase by Phase — All Five Companies Through Phase 4 (IF there is a Non-Profit)

Phase 1 — Clarity & Direction
Business assessment · Structural gap review · Clear next-step direction · Foundational planning insight

Phase 2 — Foundation & Education
Business education · Entrepreneur training · Foundational learning · Preparation for execution

Phase 3 — Foundation & Structure
Startup or conversion guidance · Masterclass series · Business plan development · LLC formation guidance · Business credit preparation · Legacy building strategy

Phase 4 — Business Setup & Systems
Business formation · Custom business plan · Registered agent (1 year) · Foundational systems setup · Professional email setup

Payment Structure

Part 1 (today): $8,499
Part 2 (before Phase 5, Operating Company): Legacy Builder II — $11,499, no additional state fees
Total: $19,999

A payment agreement authorizing Part 2 collection must be signed before Phase 1 work begins.

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 five entities, you will have five annual filings. This will be communicated at onboarding — no surprises.

Pricing

Ready to pay in full?

Select Ultimate Legacy Builder to pay $19,999 for the complete Five Companies, Full JTS.