Teams at Business Financial Group

Generate qualified appointments through outbound prospecting and lead nurturing: research prospects, conduct outreach (calls, email, LinkedIn, text), qualify leads, schedule discovery meetings, maintain Zoho CRM records, and track performance against KPIs.

Provide contract legal services to small and mid-sized business clients including entity formation, organizational documents, operating agreements, shareholder/partnership agreements, buy-sell and ownership transfer agreements, corporate governance, compliance, and virtual client consultations. Collaborate with CPA advisors, tax planners, and CFMs to align legal recommendations with accounting and tax strategies.