Contingency & Succession Planning for Attorneys, Accountants & Solo Business Owners

Contingency Planning
My Solo Plan™ addresses disability, death, and other contingencies that prevent business owners from working.

Business Continuity
My Solo Plan™ gives you the essential tools and legal documents necessary to keep your business running until you can return.

Business Succession
My Solo Plan™ provides for a person, hand picked by you, as your successor and/or buyer if you are unable to return to work.

Asset Protection
My Solo Plan™ protects the asset value of your business by ensuring continued service to your clients and customers, and provides for the sale of your business for proper value.

Attorneys

How Can Attorneys Benefit?

My Solo Plan is a comprehensive contingency, continuity, and succession plan that keeps your practice operating, clients represented, and your business asset protected, when you are mentally or physically disabled or in the event of your death.

Attorneys created My Solo Plan for attorneys. We know the ethical rules that attorneys must abide by. We understand client confidentiality and fiduciary duties.  We know that only signatories on escrow accounts may access those funds. My Solo Plan takes into account all of these issues and more.

My Solo Plan gives attorneys the essential tools and legal documents necessary to keep your practice running until you can return – or have it sold for a proper value.

Accountants

How Can Accountants Benefit?

My Solo Plan is a comprehensive contingency, continuity, and succession plan that keeps your practice operating, your clients represented, and your business asset protected, when you are mentally or physically disabled or in the event of your death.

My Solo Plan was created for Accountants and other professionals. As licensed professionals you have certain ethical duties to your clients.  Not only does My Solo Plan meet these requirements, but also gives you the ability to name a successor to your practice and realize the full potential of your business asset. You are protected, your clients are served, and your family is provided for when you are unable to do so.

My Solo Plan gives you the essential tools and legal documents necessary to keep your business running until you can return – or have it sold for a proper value.

Solo Business Owners

How Can Solo Business Owners Benefit?

My Solo Plan is a comprehensive contingency, continuity, and succession plan that keeps your business operating, your clients and customers represented, and your business asset protected, when you are mentally or physically disabled or in the event of your death.

My Solo Plan was created for anyone with a solely owned business. You are protected, your clients and customers are served, and your family is provided for when you are unable to do so.

My Solo Plan gives you the essential tools and legal documents necessary to keep your business running until you can return – or have it sold for a proper value.

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