Own It the Smart Way Course

Everything you need to set up and protect your business the right way — every step and every document in plain words, so you can do it yourself. No doubt. No guessing.

About This Course

Tired of going through YouTube videos and empty promises — and still can't figure it out? Then this course is for you. In this course, you will find everything you need to know to set up your business the right way. This is the only course you'll need. Everything is here — every step, every document, in plain words — so when you finish, you don't just do it yourself: you actually gain the knowledge, and you know what you're doing. No doubt. No guessing. No other course required.

Launch sale — regular price $99. Use code LAUNCH50 at checkout and yours is $49.

A step-by-step course in plain words that teaches you how to set up your business in the right order and protect what you build — how to keep your name private, how to put a wall between your business and your family, and the documents every family needs to have in place. Read the lessons, take the quiz for each module, and use the worksheets and templates as you go. Education, not legal advice.

Choose a pricing plan

Full Course

$99

Launch sale — regular price $99. Use code LAUNCH50 at checkout and yours is $49.

Course curriculum

1

Module 1 — Start in the Right Order
- Lesson 1.1 — The Mistake Almost Everyone Makes Free Preview
- Lesson 1.2 — The Right Order, in One Picture
- Lesson 1.3 — Already Registered? You Can Still Fix the Order
- Worksheet — My Current Picture
- Quiz — Module 1
- Downloads — Module 1
2

Module 2 — The Trust, in Plain Words
- Lesson 2.1 — What a Trust Is, in Plain Words
- Lesson 2.2 — The People in a Trust
- Lesson 2.3 — Putting Things Into the Trust
- Lesson 2.4 — The Trust Is Not the Whole Plan
- Worksheet — My Trust Picture
- Quiz — Module 2
- Downloads — Module 2
3

Module 3 — The Wyoming Parent LLC
- Lesson 3.1 — What an LLC Is, in Plain Words
- Lesson 3.2 — Why Wyoming
- Lesson 3.3 — The Private States, and Why We Choose Wyoming
- Lesson 3.4 — Parent and Operating Business: Two Different Jobs
- Lesson 3.5 — The Pieces That Make It Real: Registered Agent, Articles, Operating Agreement, Annual Report
- Worksheet — My Wyoming Parent LLC Picture
- Quiz — Module 3
- Downloads — Module 3
4

Module 4 — Your State Business
- Lesson 4.1 — Registering the Business in Your Own State
- Lesson 4.2 — Foreign Qualification: When One State's Company Works in Another
- Lesson 4.3 — The EIN and the Business Bank Account
- Lesson 4.4 — The Layers in Order, and How Money Flows
- Lesson 4.5 — The Documents That Run Your Business
- Worksheet — My State Business Picture
- Quiz — Module 4
- Downloads — Module 4
5

Module 5 — Paper That Protects
- Lesson 5.1 — The Complete Plan: Five Documents, One More Time
- Lesson 5.2 — The Agreements and Records That Run the Companies
- Lesson 5.3 — Contracts in the Business Name, and Money Kept Separate
- Lesson 5.4 — Business Insurance and the Annual Review
- Worksheet — My Paper Map
- Quiz — Module 5
- Downloads — Module 5
6

Module 6 — Where Life Insurance Fits
- Lesson 6.1 — How Life Insurance Works, in Plain Words
- Lesson 6.2 — Term and Permanent: The Two Main Types
- Lesson 6.3 — The Best Time to Buy Life Insurance
- Lesson 6.4 — Term, Whole Life, and IUL — and Why We Choose the IUL
- Lesson 6.5 — Living Benefits, and the IUL: Protection You Can Use While Alive
- Lesson 6.6 — A Policy for a Newborn: The Gift That Grows With Them
- Lesson 6.7 — Life Insurance Inside the Business: Key Person and Buy-Sell
- Worksheet — My Protection Picture
- Quiz — Module 6
- Downloads — Module 6
7

Module 7 — Your Action Plan
- Lesson 7.1 — The Whole Path, in One Numbered Order
- Lesson 7.2 — Your 30-60-90 Day Starter Plan
- Lesson 7.3 — Common Mistakes, and the Annual Review That Prevents Them
- Worksheet — My 30-60-90 Day Starter Plan
- Quiz — Module 7
- Downloads — Module 7