Anderson Business Advisors
So, I had my consult with Anderson Business Advisors yesterday. They ask a lot about your assets and goals. They definitely didn't force me into any predesigned solutions but took what I was looking for and made recommendations. They give you a customized plan and based on my desired they should their recommended end state and anything I didn't want to do now was marked "future" while things I wanted to execute now was listed "now".
I'm looking for anonymity, asset protection, tax benefits, and someone to handle much of the LLC stuff as I am still working full time.
What they came back with was:
1. WY Holding LLC Formation: $2750 discounted to $1500
2. Company Assistance Program: $2500+$795yr discounted to $1800+$795/yr
3. Platinum Enrollment: $2500+$35mo discounted to $1500+$35/mo
4. Registered Agent: $150 discounted to $135
5. State Filing Fees $102
*Note at you can see in others posts discounts seem to depend on what services individuals get. Each plan is tailored to your desires/needs. I my case I'm just setting up my holding LLC so I can build business credit while looking at deals with Rent-to-Retirement and then will set up my REI LLC/Land Trust where I do my deals.
Anderson does state that "Non-Platinum Member’s professional hourly rate is billed at $350/hour."
Regarding the cost from what I can tell it's in line with similar competition like KKOS. They just seem to bundle more but also provide more secondary services like training, legal forms, etc.
As for the cheaper things like legalzoom, etc. Well, I looked at that too. Personally, when it comes to legal stuff, I don't trust cheap. Plus, I'm willing to have someone do some of the extra work for now.
Descriptions:
PLATINUM MEMBERSHIP
Access To The Anderson System
2 Year Tax Review
Unlimited Attorney Strategy Sessions
Unlimited questions with our tax team via the online platinum portal
Access To Monthly Tax Webinar
Tax Q & A Database
Access To Video Training Library
Extensive Legal Forms Library
E-newsletter
Attorney Document Reviews (Limited)
Exclusive Product & Workshop Discounts
$35/Month to maintain membership
Receive Two Complimentary Tickets Each Quarter To Attend Our Educational Workshops In Las Vegas*
COMPANY ASSISTANCE PROGRAM
$1,800 initial payment, $795/yr
Verifiable Corporate Headquarters*
Entity Maintenance Support* (anything related to the ongoing compliance and operation of the entity, ie conversions, domestications, binder restatements, redrafts, and dissolutions** for Nevada & Wyoming)
Mail Forwarding
Reconstruction of Missed Entity Records
Annual Corporate Compliance
Annual LLC Compliance
Phone answering service (702.871.8535)
10% discount on executive retreat, upon qualification
*Entity must be formed or binder docs drafted by Anderson and Anderson is required to be listed as the Registered Agent.
**Excludes dissolutions outside of Nevada & Wyoming, as well as any state filing fees or shipping costs.
LLC FULL SERVICE FORMATION
Operating Agreements
Membership Certificates
Membership Ledgers
State and IRS filings
Corporate Record Book Kit
REGISTERED AGENT
Accept and Forward Tax Documents
Accept and File Compliance Documents
Respond to Service of Process Notifications
Help Make Sure Businesses Are i n Good Standing
Renews annually at $135 per year per Entity