Grab a Spot in my Free Legal Basics Bootcamp! & Stop Making Legal Decisions in the Dark.

Attention experts, innovators, industry leaders, coaches, consultants, speakers & trainers

The business risk assessment & legal roadmap strategy session.

What if putting legal protections in place wasn’t a game of whack-a-mole? What if you had access to comprehensive legal strategy for your business and could avoid the biggest pitfalls and accelerate your growth?

Find out what it takes to protect your business, website, online & digital content, your client relationships, income streams, and intellectual property, and put a plan in place to support your business as you scale. 

No more piecing together random contracts from other entrepreneurs or (sigh), the internet. No more relying on the fact that you “have such great clients”. No more waiting “until there is a problem.” No more relying on Google for your legal advice. And no more playing an attorney on t.v., or in your business. 

No more sleepless nights or carrying the weight of unnecessary weight of worry. No more wondering what will happen if you don’t handle legal. Because now you’ve decided to handle it. You crave a new level of leadership, one with legal in place that supports your growth. 

Business Risk Assessment and legal strategy product image

Begins at $2497

This Strategy Session is dedicated to helping you understand the legal landscape for entrepreneurs and small businesses in the US, and better understand the legal needs of your unique business in the context of the whole legal picture that is relevant for you given the specific activities you are engaged in through your work and the various ways your provide your services and information to the world.

 

So may entrepreneurs end up “cherry picking” their legal solutions because they don’t have the map

 

They don’t know how to prioritize their various legal needs because very few attorneys are able to sit down and comprehensively cover all of the risk areas faced by small businesses: from business formation issues, to contractual needs, to intellectual property, to online privacy and advertising issues … there is a lot to think about. Most attorneys focus their practices on specific “areas of law.” Family law. Bankruptcy. Litigation.

I focus on a specific type of client: information entrepreneurs. Online coaches, consultants, experts, educators, speakers and authors. 

 

Without starting with this comprehensive session, too often these type of entrepreneurs and clients are trying to determine their own legal needs in the context of an information vacuum – i.e. they “don’t know what they don’t know” when it comes to legal – and it results in a lengthier and more expensive process overall on their journey to get their legal needs met because clients have not properly prioritized their legal needs. This is an easy mistake to make in the absence of some essential legal education relevant to their business. 

 

To fill this gap, and to help my clients avoid unnecessary heartache, we begin with a Business Risk Strategy Session. We will walk through your business together and lay the foundation that is required for you to understand your array of legal needs, where to start, how to prioritize what comes next so that you have solutions in place that are right for you and your stage of business, and will support you as you scale or prepare to scale. 

I am committed to not only helping you find legal solutions that are a fit for your business, but also, through our time together, helping you to become a better, more strategic leader of your business through essential legal education and support that will serve you for the life of your business.

Ready for your Business risk assessment & legal Roadmap strategy session?

Sean Fargo

Founder, Mindfulness Exercises (& Business Risk Assessment Client)

"I was scared and intimidated about the legal side of growing my own online business. I didn't want to stick my head in the sand; nor did I want to feel burdened by bureaucratic rules and harsh regulations. After one call with Heather, I was pleasantly surprised by how quickly she identified which legal steps were optimal for achieving my short-term and long-term goals. I followed her recommendations and now I feel super confident that I'm doing the right thing for me, my business and my family. I was ready to pay 4-5 times more than what she charged, given the value of everything she provides, not to mention level of personalized care. She is the real deal. Now I have her website bookmarked and her phone number in my "Favorites", since I'll be working with her for many years to come. "

Pricing starts at $2497

PLEASE NOTE THAT THE SCOPE & PRICE OF THIS BUSINESS RISK ASSESSMENT VARIES BASED ON THE SIZE OF THE BUSINESS (Annual gross revenue).

For clients making up to $300,000 per year in annual gross revenue, the assessment is priced at $2,497.


For clients making between $300,000 – $700,000 per year in annual gross revenue, the assessment is priced at $3,497.


And for clients making above $700,000 per year in annual gross revenue, the assessment is $4997.


This is because the larger the business, the larger the assessment, and the greater the legal needs. This allows us time to walk through everything you are doing in your business so that we can create a terrific “map” for you that is as comprehensive as possible. This will allow you to move forward with ease and confidence that not only are you taking care of your legal priorities, but that you are doing so efficiently and in the right order based on your current business activities and your highest priorities and goals.

We typically “fill gaps” first, from a strategic standpoint, and then move on to what is coming next in your business and preparing the legal foundation that will allow you to evolve and scale.

 

If you wish to proceed with a Business Risk Assessment and Legal Roadmap Strategy Session, please purchase (or make a down payment) using the link on this page. We will collect more information, and documentation from you through the questionnaire and intake process, and based on your income level, you may have a second payment to complete before we get started.

What the process looks like:

FIRST, We START WITH A DETAILED QUESTIONNAIRE.

This allows me to collect the information the I need to be able to complete a detailed assessment of your business.

I then review the information that you submit, and prepare for our Legal Roadmap Strategy Session together.

NEXT, WE SCHEDULE YOUR STRATEGY SESSION.

In that session we walk through the information you have provided, cover any questions that we both have, and I provide analysis across various portions of a framework (or system) I have developed for assessing businesses that I serve. (This is the Business Risk Assessment part). We cover five important areas that require coverage, and discuss what your priorities are likely to be given the information we have reviewed. This is where we start to build your Legal Roadmap for your business. I discuss options in the marketplace so you have an understanding of the various ways you might meet your needs, and make recommendations based upon a variety of factors: your budget, your plans for growth, any significant legal gaps we identify, and your own priorities for your business. 

Then, you Receive a detailed written report.

Following our session, I prepare a detailed written report that documents what we covered together, and provides an outline or “legal roadmap” of the legal needs in your business. This is a report that walks through each of the areas I reference above in my 5-Bucket Framework for Legal Success in Business. It allows you to make decisions that will best serve you as you grow, and that will help you to achieve your priorities with confidence, knowing that you have all the relevant information, and are not making decisions out of order or without knowing your full list of priorities and the legal ramifications for those priorities. And it is a “map” that you can revisit time and again as your business continues to evolve.

 

This report includes recommendations for next steps, including how we might work together in achieving your goals. There are a variety of ways that I support my clients, and I always aim for efficiency, matching solutions to client needs (there is no one-size fits all), and transformation through legal support. Where appropriate, I also provide information about other options in the marketplace. I care that businesses get their needs met in the way that is best for them. If I can be a part of that, great! And if I can help match a client to a better solution, I am thrilled to do that as well. I have an amazing network, and am always expanding it as I grow my own business as well. 

FINALLY, We have a "wrap up & NExt steps" call.

This is a final opportunity for you to ask any questions that you may have after receiving the written report. It is also where we discuss next steps for your business. I want to make sure that my clients are clear on their strategy, their priorities given the unique needs of their businesses and plans for growth in the coming year, and that if they need any additional support that I can provide, we discuss those options as well. 

The end result of this process is that my clients come out the other side of this experience feeling so much more confident in their business, and how their legal needs and solutions are supporting their growth. This confidence is what I want for you.

As one client said: “I would have paid you 3 or 4 times what you charged me for this service.” 

 

And another, when I asked him how he felt after we completed services: “Like you removed a 50 lb backpack I didn’t know I’ve been carrying around for years.” (Followed by a big SIGH). 

 

Or as another client said: “I feel so clear. This went way beyond my expectations of what I thought I’d get.”

 

And another: “Now I feel super confident.” 

 

Peace of mind. That is what I want for you. Confidence and peace of mind. 

 

Of course, please contact me if you have any questions, or are trying to determine whether this service is a fit for your business. I am happy to help get you pointed in the right direction, and provide alternatives based on your needs. If this service is not a fit for your business, I will tell you that also. 

The types of topics we might cover in your strategy session:

Ready?

Frequently Asked Questions ...

What is the timeline for this process?

The Business Risk Assessment & Legal Roadmap Strategy Session usually takes place over several weeks. Between reviewing the initial questionnaire, preparing for our time together, and then conducting the follow up, it usually takes several weeks start to finish. 

WHAT IS THE REFUND POLICY?

There are no refunds available for this service. Please contact me if you have any questions before you purchase. 

WHO IS READY FOR THIS SERVICE?

The types of clients that this service is a fit for generally have numerous things happening in their business: a variety of ways that they deliver information and services, a robust online business, plans for growth if they are not already rapidly scaling, and a gap in their legal foundation. 

Many entrepreneurs in the online space feel like they are “playing catch-up” with their legal needs and want an attorney to take a comprehensive look at their business with them, in a way that is efficient, concise and clear. This service is for these entrepreneurs who are ready to lead their business at a higher level with a new level of legal support built in. 

DO YOU PROVIDE ALL THE LEGAL SUPPORT I MAY NEED IN MY BUSINESS?

While I can provide a fair amount of support, a bit like “in-house legal counsel”, there are certain legal issues I would not be able to handle directly. Anything involving state law (like employment issues, local regulatory compliance, or litigation). This service is designed to give you a 20,000 foot view of your business, the legal components required to build a solid foundation, and a map that will help guide you up the mountain as you climb, and scale your business. 

Jay Fiset

Founder of JVology, The Perfect Mix of People, Fun & Profit

"I have known Heather for years now, and am so glad we crossed paths. Heather has helped me to put numerous protections and strategies in place for my business, my online content, and my intellectual property. She is an attorney that truly cares about the success of her clients and helping them aggressively grow their business. If you are an online expert, coach, consultant or other personal brand, you need to talk to Heather. If you have legal questions, talk to Heather. If you are not sure if you have legal questions, talk to Heather. If you have a long list of things that require legal support, talk to Heather. Getting her support felt like taking off a 50-lb backpack I didn’t know I was carrying around. I giver her my wholehearted recommendation."

Ready to create a legal roadmap for your business?

What you don’t know {legally} can hurt you. Get your legal roadmap for your business now so you can do what you love, with less risk. All while accelerating your growth. 

Ideal for:

  • Entrepreneurs who have been unable in the past to connect with the right attorney to support their business and want accessible, actionable, strategic legal support; 
  • Entrepreneurs who are scaling quickly, or preparing to scale; 
  • Entrepreneurs with multiple revenue streams in their business; 
  • Entrepreneurs building a robust, online business; 
  • Entrepreneurs with international reach and audiences, who engage in a lot of marketing activities, and have more plans for growth; 
  • Entrepreneurs who feel like they have “gaps” in their legal foundation, who want to play “catch-up” and achieve peace of mind; 
  • Entrepreneurs who have other professionals supporting their business growth, including an accountant or CPA, financial advisor, estate planning attorney, or others; 
  • Entrepreneurs who are serious about their success and are planning for where they are going, not where they currently are; 
  • Entrepreneurs who want greater freedom and peace of mind in their business. 
  • Particularly important for entrepreneurs making more than $300,000 a year in their business, or those quickly scaling to that level or above. 

Dr. Saida Désilets

Founder of The Désilets Method

"Heather is my go-to Lawyer for all issues dealing with having an online business. She's smart, savvy, and clear in her recommendations and support. Definitely a worthy investment for anyone who is serious about succeeding online and minimizing any possible legal troubles that comes with leading a business."

Ryder Carroll

Creator of The Bullet Journal® & NYT Best-Selling Author of The Bullet Journal Method

"Heather far exceeded expectations. This is not a passive relationship where she simply executes my requests (which she does exceptionally). She thinks outside the box, and surfaces things I haven't considered. In other words she's been a legal partner who is genuinely interested in the well being of my work."

Tara Mohr

Author, Playing Big, & Founder of Playing Big Leadership Program for Women

"Working with Heather was a true pleasure. She is extremely knowledgeable about the challenges creative entrepreneurs face, and the legal issues they can proactively address so that both their businesses and their customers are well cared for. She is thoughtful in her approach, great at explaining complex concepts that all business owners should understand, and also wonderful to work with. I'd recommend working with heather to any entrepreneur who wants legal advisory support."

Join the Legal Website Warrior® client list

Jay Fiset, Best-Selling Author, Founder of Mastermind to Millions & JVology

 

Daymond John, The Shark Group, ABC’s The Shark Tank

Susanne Biro, Coach to C-Suite Executive Leaders, Syntrina Leadership Co-Founder, Forbes, CEO Magazine Contributor, TEDx Speaker

 

Ryder Carroll, Creator of The Bullet Journal® and NYT Best-Selling Author of The Bullet Journal Method

Brad Martineau, Chief Baller & Founder of SixthDivision (Infusionsoft Experts)

Heather K Jones, Dietitian, NYT Best-Selling Author (Skinnytaste Cookbooks), & Founder of “Smaller Size Bigger Life”

Kyle Cease, NYT Best Selling Author, Comedian & Transformational Speaker

Tara Mohr, Author (PLAYING BIG), & Founder of the Playing Big Leadership Program for Women

Emmy Wu, Brand Storyteller & Video Marketing Strategist

Lewis Howes, Entrepreneur, Business Coach & NYT Best-Selling Author, School of Greatness

Rosalyn Fung, Founder of Bold Sexy Warrior™, Intuitive Mindset & Visionary Business Coach

Amy Yamada, Speaker & Mentor for Coaches

BOOK YOUR SESSION TODAY:

 

DISCLAIMER: BOOKING A SESSION AND SUBMITTING YOUR RESPONSES TO THE INITIAL QUESTIONNAIRE DOES NOT GUARANTEE THAT AN ATTORNEY- CLIENT RELATIONSHIP WILL BE FORMED. I REVIEW EACH CLIENT’S SCENARIO, INCLUDING THE RESPONSES TO THE QUESTIONNAIRE TO DETERMINE WHETHER YOUR BUSINESS IS A FIT FOR THESE SERVICES. IF I DECIDE, FOR ANY REASON, THAT WE ARE NOT A FIT TO WORK TOGETHER, OR THAT YOU WOULD BE BETTER SERVED SOMEWHERE ELSE, I RESERVE THE RIGHT IN MY SOLE DISCRETION, TO RETURN YOUR RESERVATION FEE AND PROVIDE A REFERRAL FOR YOU, IF I AM ABLE. SUBMITTING YOUR INFORMATION TO ME, THROUGH THIS PAGE OR VIA EMAIL OR LINKS PROVIDED VIA EMAIL, DOES NOT AUTOMATICALLY CREATE AN ATTORNEY-CLIENT RELATIONSHIP. SHOULD WE PROCEED TO THE CONSULTATION & STRATEGY SESSION, THAT WILL BE DELIVERED THROUGH MY PRACTICE, PEARCE LAW, PLLC. ANY AUTOMATED SERVICES, INCLUDING TEMPLATES, EDUCATION AND BUNDLES, ARE PROVIDED BY THE LEGAL WEBSITE WARRIOR®, AN INFORMATION & EDUCATION BUSINESS. YOU ARE ADVISED TO SEEK THE ADVICE OF AN ATTORNEY LICENSED IN YOUR STATE IF YOU HAVE ANY QUESTIONS.

Protecting your business is my business™.