The Business Protection Plan – One Year Overview

The following is one possible example of how the Business Protection Plan might assist you over the next year. You might choose to utilize the options available in the Plan in different ways depending on your needs and the needs of your company.

Month 1

Create and review your business checklist including updating your business formation documents.

Schedule and have your first call with an attorney to discuss your expansion plans and what plans you have for the future of your company.

Month 2

Create or update your Customer Service Agreement (CSA).

Create and send a Demand Letter to a non-paying or past-due client.

Month 3

Review an agreement with one of your vendors.

Use our office staff for the notarization of documents.

Get in touch with a representative from an insurer to ensure you and your company have the proper coverage.

Schedule a phone call with an attorney and your managers about the proper way to terminate an employee

Month 4

Review and edit a Non-Disclosure Agreement.

Go through our seminar on tracking leads to your business.

Create a letter to a vendor requesting an extension for payment on a bill.

Have a phone call with us regarding a “return to work” matter.

Month 5

Schedule the Marketing Training meeting.

Create and send a Demand Letter to a non-paying or past-due client.

Get a referral to new service providers.

Discuss your litigation expenses from last year and discuss how to minimize those for the coming year.

Month 6

Review your current lease and see if there are areas that need to be adjusted for your protection.

Referral to a new Employee Health Benefits resource.

Use of bilingual notary services from our office.

Send a Demand Letter to one of your vendors regarding their performance on a contract.

Month 7

Prepare your Annual Meeting Minutes for filing with the State

Send out a Demand Letter to a former employee for violation of a Non-Compete Agreement.

Meet with your attorney in the office regarding a potential lawsuit.

Update your employee handbook to reflect recent changes in Federal Law.

Month 8

In-Office Business Training.

File annual documentation and reports with SunBiz and confirm receipt with the State.

Send out a Demand Letter to a vendor regarding an overdue invoice.

Month 9

Send out a Demand Letter for lack of performance on a contract.

Review of vendor agreements.

Get a referral to a new Accountant and Financial Advisor.

Have a phone call with an attorney regarding a new Federal Law.

Month 10

Start an updated Employee Agreement.

Make use of our bilingual notary services.

Meet with your attorney to discuss the complexities of bringing on a new partner.

Send out a demand letter to a non-paying or past-due client.

Month 11

Finish your updated Employee Agreement.

Get reminded about your upcoming City and County Tax deadlines.

Send out a Demand Letter to a non-paying or past-due client.

Speak with an attorney about negotiating your upcoming lease renewal.

Month 12

Meet with an attorney about next year’s goals.

Prepare your annual documents and other prep items for the coming year.

Send a Demand Letter to a vendor requesting an extension on a payment.

Begin updates to your corporate bylaws around the onboarding of a new partner.

Contact Us for More Information

Address

Jordan Law
545 Delaney Ave
Building 3
Orlando, FL 32801

Business Hours

24 Hours a Day
7 Days a Week

Phone

Office: 407-906-JLAW (5529)
Fax: 407-205-0027
Toll Free: 1-855-849-8326

Email

Attorneys@jordanlawfl.com

OUR COMMITMENT TO SERVE YOU

“I would like to personally thank everyone at Jordan law immensely. I never thought I would get the outcome from my circumstances that I did. Jordan and his team are top notch, and I would recommend their services to anyone. Excellent job guys! You’re the absolute best!”