CMI Comprehensive Asset Protection Audit

Most people struggle to protect their assets because they don’t have a good grasp of their problem. “Asset protection” includes protection from litigation and audits, tax minimization, asset growth, asset control, and succession planning. You’ve got to understand the complete picture before you can take intelligent actions. Don’t fall into the “READY! FIRE! . . . AIM!!” trap.

The only way to really protect your assets is to start with is a complete diagnosis. The CMI Comprehensive Asset Protection Audit gives you a clear, objective view of your specific circumstances and needs.

Step 1: Complete Asset Review

We start with understanding your current status. What do you own, and how is it protected?

Figure 1 — click to expand

Get a complete look at your entire portfolio of assets – both business and personal.

Figure 2 — click to expand

Understand the protection you have today – it’s probably not what you think!

Step 2: Analysis & Summary of Your Situation

Your CMI asset protection team spotlights your current threats. You’ll be able to understand the nature and severity of your asset protection exposure. Discuss with our experts any questions you have about potential lawsuits, IRS challenges, or other personal liability issues.

Figure 3 — click to expand

Understand both the nature of your particular asset protection threats...

Figure 4 — click to expand

... and the reason(s) the threats exist.

Step 3: Benefit and Priority Areas

Where should your asset protection efforts begin? Which areas will yield you the greatest benefits? Your asset protection team will help you understand where your priorities should lie.

Figure 5 — click to expand

Your comprehensive diagnosis will point you to the correct starting place

Step 4: Recommended Next Steps

To be effective, asset protection must be approached systematically. Knowing how and where to start is crucial to achieving your asset protection goals.

Figure 5 — click to expand

How Badly Do You Need a Comprehensive Asset Protection Audit?

Compliance Management & Insight, Inc. has conducted thousands of asset protection and corporate governance audits for clients across the United States. We have never found anyone who was effectively protected and legally compliant.

Do you need a comprehensive asset protection audit? YES!

The poet George Santayana once wrote “knowledge of what is possible is the beginning of happiness.”

With proper asset protection, you can enjoy protection, wealth, and peace of mind. CMI can help you understand your situation, keep the rules, and enjoy the benefits.