Level 4: Full Set-Up and Implementation (Pre-event Option)

Our Level 4 Full Set-Up and Implementation Package is for the business owner who is thinking of or planning to close, wind down or sell their business.  Here are the services we provide:

    • Success(ion) Solutions, Inc. collects data on business and processes using the Success(ion) Solutions, Inc. Guidebook with minimal assistance from Client.
    • Success(ion) Solutions, Inc. designates professional resources and team members.
    • Success(ion) Solutions, Inc. makes an on-site visit to evaluate and certify readiness. (required)
    • Success(ion) Solutions, Inc. evaluates open cases status (average 30 mins/case)
    • Success(ion) Solutions, Inc. contacts attorney-clients to notify of event when it occurs and determine further action regarding cases (average 60 mins/case)
    • Success(ion) Solutions, Inc. utilizes scripted telephone and letter templates to notify attorney-clients. Service Agreement/Fee Schedule provided if Success(ion) Solutions, Inc. professional services are retained to complete engagement(s).

The client provides monthly case updates as required.

You get:

    • Success(ion) Solutions, Inc. Guidebook
    • Downloadable PDF Forms Templates
    • Document Folder
    • 1-hour telephone call for visit preparation
    • Success(ion) Solutions, Inc. licensed professional resources
    • 20 hours on-site consultation.
    • 50-150 hours consultation performed remotely based on the number of attorney-clients.

This is a fully customized service.  Please call us today and we can work with you to develop the services and materials to meet your needs.

Contact Us For Details

Telephone

815.339.0390