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Purchase Entity Support Services - Standard

Our Turnkey Entity Support service provides expert entity formation and supporting documents (documents vary by service level) that allow financial advisors to take their practice/business management to the next level.

Please fill out your billing information below. If you were given a coupon, please enter it under the “Add discount code” field on the next page. Below you will find our Engagement Letter for this service. Please read it carefully and check off your acknowledgement then sign to confirm your agreement by typing your name in the box. After this purchase, you will be sent by email:

  1. A copy of your receipt
  2. An intake form to provide the basic information needed to get started with your entity.

After you complete the intake form, our attorney will contact you to review the form and discuss next steps.

*After you purchase a service from us, we will need to vet any potential or actual professional conflicts of interest prior to rendering services to you and prior to you engaging with any of our service provider partners. In the event a conflict is found to exist or later arises, we reserve the right to refund your purchase and decline the representation.

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State
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Acknowledgement*

Calculation Engagement *please save a copy for your own records

By typing my name and clicking Continue to payment, I agree that this is an electronic representation of my signature for all purposes, and I authorize this purchase.