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We understand corporate structures.
We believe businesses can be purpose-driven AND profitable.
We offer viable alternatives to the prevailing governance models.
We know your company and its purpose are unique.
We emphasize transparency, flexibility, and objectivity.
Everything starts with a Legacy call. This is when we learn about your purpose, challenges, opportunities, and the legacy you want to leave.
After the Legacy Call, we'll provide clear options we think will meet your Legacy goals, the fixed fee amount to cover our support, and the time required to do the work.
When you're ready for us to start work on your behalf, we'll send you a copy of our Engagement Agreement and set up additional calls with our tax, accounting, and legal specialists.
This is where we do our thing, and you manage your mission-driven business. Our projects are always time-lined, so there are no delivery date surprises. We will always keep you updated on progress.
Once we've completed your project, we'll talk you through all the materials we created for you.
After working closely together on a specific project, we often find we build a detailed understanding of your business and pinpoint ways we can help. We thrive on building long-term client relationships.
Steward Ownership US is a dba of Unified Law Group PB LLC, a Steward-Owned Delaware Public Benefit LLC.
© 2022 Unified Law Group PB LLC