LIFT Foundation System & Toolkit By Alexis Neely


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LIFT Foundation System & Toolkit By Alexis Neely

Want True FREEDOM in Your Life and Business?
It All Begins with a Solid Foundation of Legal, Insurance, Financial and Tax Systems… Yes, “That Stuff!”

Can you relate to any of the following?

  • Growing rapidly and know you need to get the right systems in place to smooth out so very many things, but you are not sure exactly where to start, so you just keep figuring it out as you go and are realizing you’ve started to make expensive mistakes (or you will soon).
  • You know you need a proper business structure for tax and liability purposes, ironclad, yet totally heart-centered legal agreements for clients, partners and vendors, and a bookkeeping system to optimize taxes, but you don’t know what to look for, which parts you can do yourself, or who to hire.
  • ​Clients paying late… or not at all, or even arguing over your invoices.
  • Living payroll-to-payroll with your bills and expenses – where a month or two of slow revenue can have a serious impact on the well-being of your business (and your life) – even if you are bringing in good money!
  • Earning 6-7 figures or more, but still have this nagging sense that it’s not enough – plus, you worry you aren’t investing your money where you should be, or putting the right protections in place.
  • Feeling like you’re probably paying more in taxes than you should be (or want to be), but you don’t know what to do about it.
  • A vague sense of unease that there are things you should be doing to protect your business and relationships (i.e. contracts, insurance, legal structure, intellectual property protection) – but you aren’t sure what they are, or where to begin.
  • Frustrating conflict in the form of misunderstandings, customer complaints, boundary violations, or other similar disappointments.
  • You wish there were some way to put the right systems in place – without having to read dozens of books, or hire expensive “experts” to do it for you.

I get it, because I’ve been there…

In my first several years as a business owner, if you looked at my life from the outside, it appeared that I was thriving and excelling, big time.
I was a serious player, having built my own law practice to over a million a year in revenue in just three years, and then entering the big leagues of the online business industry with millions more in sales, a bestselling book and the TV appearances to go along with it.

Behind the scenes though, I had my eyes squeezed shut to the things I didn’t want to see or deal with – the Legal, Insurance, Financial and Tax (or LIFT) parts of my own life and business.

In some areas, I simply didn’t know what I didn’t know. In other ways, I was naive…

  • I thought I was “too small”
  • I trusted the wrong advisors
  • I didn’t want to spend the money
    “It’s fine,” I thought. “Nothing bad will happen.”
    What I didn’t want to admit (to myself or others) is that I was completely in the dark when it came to these parts of my business. I just felt really bad at all of it.

It was confusing. And hard. And NOT what I was good at.
So I just brushed it under the rug, and kept focusing on what I DID know – how to get seen, get clients and get paid.
Because it seemed like that’s what mattered.

And the lesser-seen parts – the financial meetings, categorizing expenses for tax purposes, record-keeping, and protecting and reviewing of my numbers – just seemed, frankly, boring and unnecessary.

I mean, none of that stuff applied to my lil’ ole business, right? At least that’s what one part of my mind certainly thought.

Maybe you can relate?

But, here’s the real truth…

No matter how much (or how little) money you make in your business, if you don’t have a solid Legal, Insurance, Financial and Tax (LIFT) foundation, then all the work you are doing in the world is built on a house of cards – one issue away from disaster.

For me it took going all the way to bankruptcy to wake up and see what I had been missing.
(By the way, this would have been completely avoidable, IF I would have known what I had to learn the hard way – what I’m about to share with you here…)

Coming out the other side of that experience, I created an entirely new relationship with the Legal, Insurance, Financial and Tax areas of my businesses.

I restructured my life and businesses with my eyes wide open – and this time as my impact and income have grown, I have been able to sustain the growth.
Now, I not only have more FREEDOM than ever before… to travel, work from anywhere, and enjoy a lot of time with my family… I also have the peace of mind (the ultimate internal emotional freedom, which is far more valuable than any external freedom ever could be) of knowing that the work I am doing will continue to thrive for the long-term.
I’ve built businesses and income I can count on – and that (more than anything else) has moved me out of the scarcity thinking and fear that I had before – even when I was making great money!

Please don’t wait to learn these lessons the hard way, like I did!

I want to help you LIFT your business, with a solid foundation… so you too can enjoy the kind of clarity, freedom, lifestyle, income & impact you’ve always wanted.

Are you ready?

LIFT Your Business with the
Legal, Insurance, Financial + Tax
Systems You Need to THRIVE
I designed the LIFT Foundation System & Toolkit to help you rapidly and effectively fill the gaps in your foundation, so you will know to your core that you are deeply supported and thriving as you create and do your Great Work in the world.

  • Having clear legal agreements with all of your clients, contractors, employees, affiliates and partners – so both your business and your relationships are protected.
  • Taking maximum advantage of legal tax planning strategies – saving you thousands (even tens of thousands!) of dollars in taxes each year.
  • Feeling confident in taking calculated risks to help your business grow, because you know how to read your financial statements (and make decisions accordingly), get access to business credit (without putting your personal assets at risk), and get support from trusted advisors when you need it.
  • Getting the right insurance policies in place – so you’re neither over-paying, nor missing anything important – to protect you, your family and your business.
  • Knowing when to do it yourself, and when to hire it out – and exactly what questions to ask to make sure you get the right person to support you (this will save you time + money again and again!)

How It Works
Get Into Action + Get Results FAST

The core of the program is 5 Super Easy to Get Through Learning Modules covering Legal, Insurance, Financial and Tax knowledge you need. I conducted over 100 hours of interviews with top experts, and then narrowed everything down to only the most important information you need to know. You can get through all of this in just about 5 hours. Then use the Step-by-Step LIFT Implementation Maps to get into immediate action on everything you’ve learned.

Saves You Time, Money and Peace of Mind

Whether you’re entering an agreement with a client, vendor or partner, or hiring an expert, employee or contractor (i.e. a bookkeeper, financial advisor, insurance professional, lawyer, etc.) to support you in your business, the LIFT Conversation Starters will give you specific questions to ask to make sure it’s a fit, and that you’re truly on the same page. Then, select from our 30+ Legal Templates to get your agreement in writing – and prevent misunderstandings and conflict down the road.

No More Piles of Paperwork!

Do you ever feel like you’re drowning in paperwork, or can’t find what you need when you need it? The LIFT Personal Records Binder is the all-in-one solution you didn’t even know you were missing! This is so much more than an organizer – it’s a learning tool as well. Simply hand it over to a key assistant, or fill it yourself, and know you have all of your important papers, policies, and financial information at your fingertips. This binder is worth it’s weight in gold!

Let’s Get In the Know and Get it Done Right!
“If I would have had LIFT in my business right from the beginning, I would have made far more money and saved myself hundreds of thousands of dollars in mistakes. If you are serious about building yourself a sustainable, profitable business, LIFT is a necessary ingredient.”

– JJ Virgin | Celebrity Health Expert | Four-Time NY Times Bestselling Author

Here’s Everything You Get With the
LIFT Foundation System and Toolkit

5 Learning Modules
The LIFT Learning Modules cover everything you need to know to put a solid Legal, Insurance, Financial and Tax foundation in place for your business. No matter how you learn, we’ve got you covered. The Digital-Only Edition of the program includes each module in video, audio and PDF format. The Complete LIFT Foundation System and Toolkit also includes CDs with the audio versions of each module. And it will take you no more than 5 hours to go through it and finally start thinking like the CEO of your business. You’ll be amazed at how smart you are about legal, insurance, financial and tax matters in such a short time. You’ll never have to worry again that you don’t know what questions to ask or that you don’t know what you don’t know.

15 Step-by-Step Implementation Maps
The LIFT Implementation Maps will get you into immediate action on everything you learn in the Learning Modules. Simply work through them yourself or hand them over to a key assistant, and know that the entire LIFT Foundation System will be implemented easily, effectively and as inexpensively as possible.

LIFT Foundation System & Toolkit By Alexis Neely

8 Conversation Starters
Never feel lost, stupid or insecure when talking to a lawyer, banker, merchant account provider, CPA or bookkeeper again. With your LIFT Conversation Starters in hand, you’ll not only know the right questions to ask, but the answers to look for to ensure the advisors you are considering are truly a fit for your business.

And with our Agreement Process Conversation Starter, you’ll be able to create the foundation of every agreement by asking the right questions, and getting to the answers you need – in order to decide whether any project is a “go” or “no-go” before you invest a great deal of time, energy, attention and money. You will turn to the Conversation Starters again and again throughout the life of your business – to help you make empowered, enlightened decisions that support your growth.

30+ Legal Templates
One of the biggest mistakes business owners make is not getting their agreements in writing. These customizable legal templates will help you protect your business, prevent misunderstandings, and ensure clear communication with your clients, contractors, employees, affiliates and partners. Best of all – they will save you thousands of dollars in lawyer’s fees every time you use them! And, this is just a partial list because we’re regularly adding more agreements to the program, and you’ll get new updates each time we make them!

LIFT Foundation System & Toolkit By Alexis Neely

19 Expert Interviews
I interviewed over 100 experts in the fields of Law, Insurance, Finance and Tax and condensed the best of it into the Learning Modules for this program. But some of them were too good not to share in full! That’s why you’ll find 19 of the very best audio interviews from my research in your online learning portal, on topics ranging from “3 Simple Steps To Double (Or Triple) Your Profits, Cut Your Work Hours In Half & Enjoy A Business That Runs Itself” to “Everything You Need To Know About Business Credit,” and many many more.

Plus These Bonus Gifts…

“LIFT Your Life & Business”
Strategy Session
The LIFT Foundation System & Toolkit will help you get educated about what you don’t know, what you can do yourself, and when to turn to a trusted advisor for help. A Creative Business Lawyer® is specifically trained to be that kind of trusted advisor. In the “LIFT Your Life & Business” Strategy Session, you’ll go beyond what you learn in the program, to take your life and business to the next level.

First you’ll complete a clarity questionnaire that will allow your Creative Business Lawyer® to get to know you – while supporting you to get to know yourself on a deeper level as well. Then, during the 1:1 Strategy Session, you’ll go through a thorough inquiry process to help you clarify where your business could be more efficient, effective, and ultimately enjoyable for you and your stakeholders (including team members, customers, clients and vendors).

“Incorporate Your Business for Growth”
Video Presentation
If you haven’t incorporated your business, or you think you might want to shift how your business is incorporated, this presentation will walk you through the best way to approach it so you can maximize your tax savings, protect your business, and keep on the right side of the IRS.

You’ll Discover:

  • The most common structure that works for most micro-business owners
  • How to simultaneously minimize your tax bill and keep the IRS happy
  • The tax structure that can save you 15% or more on your taxes
  • How to determine whether incorporating out-of-state will work for you or against you
  • Whether incorporating is right for you at all, based on your current situation

LIFT Foundation System & Toolkit By Alexis Neely, What is it included (Content proofWatch here!)

  • 1LIFT – Introduction
  • 2LIFT – Legal
  • 3LIFT – Insurance
  • 4LIFT – Financial
  • 5LIFT – Tax
  • BONUS LIFT Incorporation 101
  • Canadian Resources
  • LIFT Conversation Starters
  • LIFT Implementation Cash Maps