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HERITAGE MEMBERSHIP   âœ¦   $50,000

The Heritage Membership is our flagship reserve program specifically designed for sophisticated entrepreneurs and seasoned business owners. Because you are a high-level financial strategist, we know that legacy is a powerful motivator for your work. The Heritage Membership offers indispensable  applications and methodologies to bring your vision closer to reality.


10 Powerful Benefits of the Heritage Membership include:

 
  • Licensing the Collateral Trust Bond Protocol as a cash flowing
  • model for understanding commercial real estate acquisition.
  • Preparing an operational legal business entity.
  • Writing a fundable business plan.
  • Understanding & leveraging a bankable personal credit profile
  • Understanding & leveraging a bankable business credit profile
  • Understanding & leveraging your internet reputation.
  • Preparing a private placement memorandum and operating agreement.
  • Understanding & leveraging capital acquisition strategies for personal funding (up to $250,000), business funding (up to $500,000) and real estate funding (up to $5,000,000).
  • Witnessing the acquisition or development of commercial real estate in real-time, with the opportunity to collaborate with us on future projects.
  • Understanding & leveraging business management systems.

SCHEDULE AN APPOINTMENT   âž¤

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