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Congratulations! By setting up a free Business Strategy Consultation call with PRIME Corporate Services, you’ve taken a huge step towards making your business stronger, smarter, and better. Our advisors are experts in their fields and well prepared to help you on the path to business domination, but there are a few things you can do to make the call even more productive and efficient. In this article, we’ll cover 5 key things you can do to prepare for your Business Strategy Consultation. 

 

Five tips to get the most out of your Business Strategy Consultation

 

1) Figure out what you’ve already got in place so we can help you take things to the next level. 

Spend a little time before the call organizing your thoughts about your business and what you’ve already got in place. Have you already set up a legal entity? Pull out the paperwork and bring the details to the call. Do you have business credit, or do you have any tax strategies in place? We want to know the details of those things as well. The more information you can think about and gather before the call, the more we can get out of our time on the phone. 

2) Give us some insight into your history. 

Are you just starting out, or have you been building your business for years? We want to tailor our advice to your specific situation, so this insight is crucial. If you have specific issues you want to address, problems you’ve run into, or concerns about your business, let us know in the notes when you set up your call or bring them up early so we make sure to address them. 

3) Please share your level of expertise and what income you are making.

The more information we have about your personal experience, the more we can help. And remember, this call is a confidential and judgment-free zone—if you feel like you’re struggling to meet your goals and you still have a lot to learn, tell us. We’ll focus on helping you set up the right foundation to grow your business. On the flipside, if you’re raking in revenue and you feel like you’re ready to fine tune your strategies and plans, we’ll target specific incremental steps that will help you get to the next level. Sharing this information in the notes before your call will help us be even more prepared for your call. 

4) Invite business partners and/or your spouse to the call.

We’d like to include anyone you think might be helpful or who might gain something from participating. Business partners can be crucial sources of information, so it’s always best to include them whenever possible. If you’re married and you file your taxes jointly, including your spouse on the call can make our tax conversations more efficient and productive.

5) Know your personal FICO score. 

If you’re interested in talking about establishing corporate credit, knowing your personal credit score is very helpful. Your credit score is a three-digit number that tells lenders how well you manage your finances, including credit and debt. A FICO score is a specific type of credit score that lenders use to decide if you are a trustworthy borrower. If you don’t know your credit score, you can look it up for free at a site like myfico.com

 

Whether it’s setting up your business as a legal entity, helping you build business credit and find funding sources, or honing your tax strategy so you can take advantage of over 250 small business tax deductions, our advisors are here to help. If you haven’t set up your call yet, what are you waiting for? We can’t wait to speak with you and learn more about your business goals!