Year End Business Prep Pack
Don't go into 2025 with your business a mess! Finish 2024 on a strong note so that you can ring in a prosperous, legally protected new year with our guide.
As the year winds down, savvy small business owners know that strategic planning is crucial for a smooth transition into 2025. The Year End Business Prep Pack is your comprehensive toolkit for navigating the complexities of year-end preparation and setting the stage for growth in the coming year.
With the Year End Business Prep Pack, you’ll get a simple and comprehensive guide to address your legal shortcomings and organize your business for the new year. You'll be guided through our 90 Day EOY Planning which includes:
With the Year End Business Prep Pack, you’ll get a simple and comprehensive guide to address your legal shortcomings and organize your business for the new year. You'll be guided through our 90 Day EOY Planning which includes:
- Planning for end of year specials
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Researching to understand your worth
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Filing trademark requests
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Reviewing and updating your Terms of Service and Privacy Policy
- and more.
These policies are must-haves for any entrepreneur, coach, consultant, freelancer, or other solo professional services provider with an online presence.
You’ll also get on-demand training showing you exactly how to utilize each checklist for your business.
Since I’m a licensed business and intellectual property lawyer with extensive experience, you can be sure you’re getting reliable information from a knowledgeable source. If you can’t hire a lawyer directly . . . this is the next best thing.
Completing all of the training and checklists typically only takes a few hours. When you’re finished, you’ll have your end of the year essentials in place, allowing you to continue into the new year with confidence!
What is included:
Checklists
Your Year End Business Prep Pack contains the essential checklists you need to organize the end-of-year chaos.
These PDF checklists cover critical topics such as launching new services, evaluating your pricing strategy, ensuring website legal compliance, and managing client and vendor contracts
Each checklist provides a clear outline to help you address these important areas effectively, so you can enter the new year with confidence.
Video Resources
In these video walkthroughs, I’ll explain step-by-step how to utilize the checklist for your business — all in plain English!
We’ll cover the purpose of the checklist, key terms, and where you need to customize.
It’s like having an experienced business lawyer right by your side, helping you along the way . . . so you can feel confident that you’re making the right choices for your business!
Free Updates
Frequently Asked Questions
I'm time poor - how long does it typically take to work through all the checklists in the Year End Business Prep Pack?
On average, users report spending 2-3 hours reviewing and implementing the checklists over a few days or weeks. The time required may vary depending on your business complexity.
When will I get access to the templates and resources?
As soon as you purchase the Year End Business, you will be taken to a web page which will have the links to the downloadable checklist, the video resources as well as other information.
Will you show me exactly how to use them?
Yes, each checklist comes with an accompanying walkthrough video designed to provide clear, actionable guidance.
Are these checklists only applicable for US-based businesses?
While the checklists are primarily based on US business practices, many principles apply globally. However, some items may need adjustment for international use.
Are these checklists applicable for any industry?
For most coaches, consultants and professional service providers, the checklists should encompass most end-of-year needs. If your industry is highly regulated (such as medical consulting, or power plant design), then additional considerations might be required.
What sets HTBiz Law apart from other businesses?
The founder of HTBiz Law has been an attorney for more than 25 years, including 15 years at one of the largest global law firms. During that time, she drafted and negotiated literally thousands of contracts for hundreds of clients ranging from individual professional services providers all the way up to world-wide consulting firms and Fortune 25 corporations, and worked on more than $6 BILLION USD in transactions. She developed and refined all products based on everything she learned from all of those client representations and every contract she worked on.
If I have questions, is there anyone I can reach out to? And is there a cap on the number of questions I ask?
If you have technical problems accessing the course and/or downloading the checklists, you can send an email to contact@htbizlaw.com. Unfortunately, we cannot provide specific personal legal advice for our checklists. However, if you want “Done For You” services or personal legal advice, you can become a regular client of HTBiz Law by entering into an engagement letter, and we can create custom contracts for your business. If you are not sure what you need, you can always book a consult with Sharon by clicking HERE.
Preparing for the new year is easier than you think.
Get the Year End Business Prep Pack.
DISCLAIMER: NO ATTORNEY-CLIENT RELATIONSHIP IS FORMED WITH THE HEALTH & TECHNOLOGY LAW FIRM, LLC D/B/A HTBIZ LAW BY ACCESSING OR USING ANY OF OUR PLATFORMS OR PURCHASING OR USING ANY OF OUR PRODUCTS. Please be aware that any information you provide us is not privileged or confidential unless you have entered into a direct client engagement letter with us. Your access to our platforms and products is subject to our Terms and Conditions and Privacy Policy. All of the information and products provided across our platforms is for your educational and informational purposes only. It is not intended, as, and does not constitute personal legal advice, and is not a guarantee of any results. Neither the Health & Technology Law Firm, LLC d/b/a HTBiz Law, nor Sharon L. Tasman individually, are your personal attorney. You should not act, or refrain from acting, on the basis of this material without first consulting legal counsel who practices in your jurisdiction. By downloading or purchasing any of our products or resources, or subscribing to our newsletters, you are consenting to receive emails from us, but you may opt-out at any time. This is not intended as attorney advertising (although some states may consider it to be).
