Dr. Priya was six months into building a services business around medical device consulting.
She had filed as an LLC because that is what her accountant defaulted to. She had liability insurance because a friend recommended a broker. She had a bookkeeping spreadsheet because that felt responsible.
What we changed
Module 2 (Choosing Your Business Structure) surfaced the fact that Priya's five-year plan, hiring a team, licensing IP, was structured much better as a different entity type. We caught it while the restructure still cost a filing fee, not the six-figure legal untangling it would have become in year three.
Module 5 (Insurance and Risk) walked her through what her actual risk profile was versus what her broker had quoted. She kept the essential coverage and dropped two riders that were built for a different kind of business.
Module 4 (Banking and Bookkeeping) got her books off the spreadsheet and into a real system.
Where she is now
Sound structure, right-sized coverage, and a business that can actually accept the growth she wants.