Description
Legacy Builder II is where businesses transition from structured foundations into advanced corporate infrastructure built for protection, funding, and expansion.
In this stage, we expand your business into a multi-entity system designed to support asset protection, financial visibility, and long-term scalability.
Inside this stage we help you:
• Establish advanced entity structuring for protection and scalability
• Build your business credit foundation with DUNS setup and profile development
• Configure QuickBooks for financial tracking and reporting
• Complete SAM.gov registration for government contracting opportunities
• Implement intellectual property protection strategies (trademark and copyright preparation)
• Build and strengthen your business credit profile
• Implement two additional companies, two leases, and first-year tax return preparation
Legacy Builder II positions your business for funding readiness, asset protection, and long-term expansion.
IMPORTANT PAYMENT & SERVICE TERMS
By enrolling in the Legacy Builder program, you acknowledge and agree to the following:
• The $1,500 initial payment is a non-refundable retainer required to secure your enrollment and begin the onboarding process
• All payments are non-refundable, regardless of progress, participation, or completion status
• Work will begin after your initial payment is received, including onboarding, strategy, and preparation of your business structure
However:
• No filings, submissions, or final deliverables will be completed or released until the program is paid in full
• This includes, but is not limited to:
 • Submission of entities to the Secretary of State
 • EIN filings
 • Delivery of formation documents
 • Completion of any tax-related filings or documentation
• If payments are missed or the payment plan is not completed, all work will be paused immediately, and no further progress will be made until the account is brought current
• Full payment is required to finalize and complete all services
ENROLLMENT
Secure your position and begin building a corporate structure designed for protection, funding, and scale.
