Service Description

UNIVERSITY TECHNICIANS SUCCESS ROADMAP: OPERATING BUSINESSES THROUGH A LIVING TRUST (2026–2030) Mission Build a legally compliant, revenue-producing business ecosystem that protects assets, serves customers, and creates long-term wealth through education, technology, and business ownership. ⸻ PHASE 1 — DISCOVERY & PLANNING Step 1: Free Business Consultation Schedule a free consultation through UniversityTechnicians.com. Objectives: * Identify goals * Determine business model * Review current business activities * Discuss trust ownership structure * Create a customized action plan Deliverable: * Written Business Roadmap ⸻ Step 2: Education & Software Setup Receive walkthrough support for: * Business planning tools * Website editing software * Accounting software * Customer management software * IRS online account setup * State registration portals Deliverable: * Operational software access ⸻ PHASE 2 — LEGAL FOUNDATION Step 3: Establish Your Business Structure Determine appropriate structure: * Sole Proprietorship * DBA (Fictitious Name) * LLC * Corporation * Trust-Owned Business Consult licensed attorneys and tax professionals as needed. Deliverable: * Active business registration ⸻ Step 4: Obtain Required Registrations Complete applicable registrations: * EIN * State registrations * Local licenses * Industry permits Deliverable: * Business compliance package ⸻ PHASE 3 — FINANCIAL INFRASTRUCTURE Step 5: Establish Banking Open: * Business checking account <more> Beneficiary Members/New Clients: This meeting room covers all free consultations for services prior to payment of invoices for service. This is done to better understand client needs and offer the correct product or service specific to the issue or situation. Taxes, banking, credit, real estate, and store management through trusts are conducted. Along with electronic services and repair of devices in and out of warranty. Entrepreneurs and Businesses: This meeting will be an overall overview of digitization of all businesses existing or new. Also, to arrange a meeting to perform a task to be paid upon arrival. We will use 3 questions to determine digital business status. 1) Do you have a 1800 number or automated system? 2) Do you have a live website that lists your products or services for sale? 3) Do you have a CTO’s and CMO’s on your team. These are the 3 questions we will discuss at our meetings. This meeting is Free at no charge for serious entrepreneurs only.