Running a business means making hundreds of decisions every week. Some are small, like choosing software or setting a new price, but others can determine whether your company grows, stagnates, or collapses under pressure.
Most business owners have professionals in their corner: a CPA, a bookkeeper, an insurance agent, maybe even a lawyer. But rarely do those professionals talk to each other, much less coordinate their advice. The result? Gaps, overlaps, missed opportunities, and unnecessary risk.
That’s why every successful business needs a Dream Team - and someone to lead it.
As a LIFTed Business Advisor, one of my roles is to assemble and manage your Dream Team across your four core business systems: Legal, Insurance, Financial, and Tax (“LIFT”). When these systems - and the professionals behind them - work together, your business not only runs smoothly but also grows strategically and sustainably.
In this article, you’ll learn what each member of your Dream Team does, how collaboration across your LIFT - Legal, Insurance, Financial & TaxⓇ systems keeps your business protected, and why having one advisor to coordinate it all is the smartest move you can make.
Your Legal Advisor: Protecting the Framework That Holds Everything Together
Your legal advisor protects your business’s foundation - its structure, agreements, and relationships. But legal protection isn’t just about creating documents. It’s about making sure your contracts, entity, and ownership agreements align with your goals and complement every other part of your business.
When your legal professional works independently from your CPA or insurance agent, important details can slip through the cracks. Maybe your accountant recommends a new entity structure for tax savings, but your lawyer doesn’t update your operating agreement to match. Or your insurance agent doesn’t know your contracts changed, leaving you underinsured.
That’s where I come in. As your LIFTed Business Advisor and attorney, I ensure your legal strategy connects with your entire team. I translate your legal work into actionable steps for your CPA, insurance broker, and financial advisor, so everyone’s on the same page and your protection stays airtight.
This legal protection sets the rules of the game. But the next part of your Dream Team - your insurance professional - ensures you don’t lose the game when life throws you a curveball.
Your Insurance Advisor: Building the Safety Net That Lets You Grow Fearlessly
Your insurance advisor’s job is to protect against loss, but their real value comes when their work supports your overall business strategy. Without the right coordination, coverage gaps can leave you exposed or overpaying for protection you don’t need.
As your LIFTed Business Advisor, I help your insurance professionals understand how your business is structured, who owns it, and how your contracts are written. I can make sure they know about new hires, new assets, or expanded services that might change your risk profile, all before something happens.
At the same time, I communicate with your CPA and legal counsel to ensure your policies are structured and titled correctly. That way, when something does go wrong, your coverage works exactly as intended.
When your insurance advisor is part of your Dream Team, guided by me, they become proactive partners in growth instead of reactive problem-solvers.
Once your business is protected from loss, the next priority is growth - and that’s where your financial team comes in.
Your Financial and Tax Team: Turning Coordination Into Profitability
Your financial and tax advisors are responsible for making sure the money you earn supports your long-term goals. But their advice only works when it’s aligned with your legal structure and insurance plan.
For example, your CPA might recommend an S-Corp election to save on self-employment taxes, but if your attorney doesn’t update your corporate documents, or your payroll system isn’t adjusted accordingly, you could lose those savings (and risk penalties).
As your LIFTed Business Advisor, I make sure your CPA, bookkeeper, and financial planner all understand how your legal and insurance systems affect your cash flow and tax strategy. Together, we create consistency so you always know where your money is going and why.
When your financial and tax professionals collaborate with your entire Dream Team, you can then make decisions based on clarity, not guesswork. That clarity leads to confidence - and confidence leads to profitability.
With each part of your Dream Team aligned and communicating, your business becomes stronger, safer, and easier to run. Let’s look at how coordination turns potential chaos into growth.
Why Coordination Is the Secret to Sustainable Success
Having the right professionals is important, but without coordination, even great advice can work against you. One professional might save you money on taxes while another unintentionally undoes the savings with a contract or insurance policy written in isolation.
That’s why my role as your LIFTed Business Advisor is to lead and connect the conversations. I help ensure your legal, insurance, financial, and tax professionals operate as a unified team instead of separate silos. With me at the center, your systems, and your advisors. all move in the same direction: toward your success.
When your Dream Team works together, you:
- Reduce your legal and financial risk.
- Eliminate costly duplication and errors.
- Make smarter, faster business decisions.
- Free up your time to focus on growth.
- Build long-term profitability and peace of mind.
Once your Dream Team is in sync, your business runs smoother, your risks decrease, and your energy shifts from putting out fires to planning your next big move.
Let Me Help You Build Your Dream Team Now
Running a business shouldn’t feel like herding cats. It should feel like leading a well-oiled machine.
When you work with me, we start with a LIFT Business Breakthrough™ Session. There we'll examine your current systems, identify gaps or areas for improvement, then create a plan - with the right team to support it - that allows your business to thrive, no matter what happens. We'll also establish systems for regular reviews to ensure your plan stays current and that your Dream Team is working together, with your best interests in mind.
Schedule your complimentary 15-minute Discovery Call today to learn how I can help you build, strengthen, and lead your Dream Team for long-term success.
This article is a service of a Personal Family Lawyer® Firm and LIFTed Advisors® Attorney. I offer a complete spectrum of legal services for businesses and can help you make the wisest choices with your business throughout life and in the event of your death. I also offer a LIFT Business Breakthrough Session, which includes a review of all the legal, financial, and tax systems you need for your business. Call us today to schedule.
The content is sourced from Personal Family Lawyer® for use by Personal Family Lawyer firms, a source believed to be providing accurate information. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal, or investment advice. If you are seeking legal advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
We offer a complete spectrum of legal services for business owners and can help you make the wisest choices on how to deal with your business throughout life and in the event of your death. We also offer you a LIFT Your Life And Business Planning Session, which includes a review of all the legal, insurance, financial, and tax systems you need for your business. Schedule online today.