Getting Started: LIFT Foundation Audit

We are selective about the clients we work with.  Each client business receives personalized  attention and we only work with businesses  we love.  If you’d like to apply to work with us, start here by submitting  the LIFT Foundation  Audit.  If you are a fit, we will contact you for an appointment.

The LIFT Foundation  Audit is designed to help us understand  where your business is now, where it’s going in the future and what the gaps are that could keep you from getting there.  If you qualify, we’ll take you through the audit process, create a plan to fill the gaps in your business so your time, energy and money stop leaking out and then proactively  manage your business legal affairs for the growth of your business.

Complete the audit the best you can and return it to us in advance of our appointment  so that we can have the most productive  time together during our LIFT Foundation  Audit Session.

  1. Print the LIFT Foundation Audit.
  2. Fill in as much as you can. Send it to us via email at and we’ll contact you to schedule an appointment.
  3. Make an appointment with us to discuss your plan.
  4. Return the LIFT Foundation Audit to us at least 3 days in advance of our appointment.

If the worksheet does not open, you may need to download the ‘Free’ Acrobat Reader here.

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