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Andy: "You've been one of my clients now for three or four years I would think. Is that
right? How did you and I meet? Jordan: "You and I met at a BNI meeting, which
is a networking meeting, Business Networking International, and gradually build a relationship
through meeting each other for lunch every year, every week, and then also you and I
meeting outside of the chapter and getting to know each other on a more personal level."
Andy: "How did I help you with your business?" Jordan: "Well, you brought to my attention
the fact that now that I was doing business it would make a lot of sense to consider forming
a corporation both for tax purposes, for liability purposes, and just the planning. You definitely
provided the wisdom to show me the direction that I needed to go because I'm not an attorney.
So, how would I have known that if somebody hadn't shown me the way."
Andy: "How did our relationship work once we've got started?"
Jordan: "Very well. You walked me through the process. Even through the process of a
questionnaire, getting as much information upfront as possible and making sure that everything
was tailored to my business and what would make the most sense for me and the best thing
is that you've been just available. A lot of times I feel like, you know you go
to those trade shows and they get all the promotional items and all the samples on the
table? Well, I feel like my relationship with you is like I'm going to that table and stealing
all the goodies because you're constantly available answering questions I have.
You have been a fantastic resource in terms of guiding me through any intricacies in terms
of the way my business is changing and what needs to be done. So that has been a huge
resource and asset to my business." Andy: "Is there anything you think would be
important to know about me that there is this one thing that I do the best or in your opinion
what would that be? Jordan: "I think many people make a lot of
jokes about small business attorneys and give attorneys a hard time because they tend to
be kind of stick in the mud and real formal. The best thing about you is that you are just
really down to earth, just very honest, very candid, and very available.
I think you have a personal relationship with a lot of your clients where I think a lot
of small business attorneys don't have that. They're much more removed, almost kind of
aloof. You know, just do the work and move on to the next client.
What I appreciate about you is that, like I said, you're available. You take my calls
and you kind of, as my business grows, you've grown with me and been able to take me to
the next level and show me what needs to be done each step of the way.
That's just been, like I said, a huge asset to me. I mean, you're really one of the people
that are on my team. You know, I have my banker, my attorney, and my CPA. Without you, I wouldn't
know what to do with the legal aspects of my business and that's obviously critical
when it comes to owning a business. You want to make sure that things are done properly."
Andy: "Well, Jordan, I couldn't thank you enough for those nice comments. I really appreciate
it and I really look forward to a lot of good years working together."
Jordan: "Thank you very much, Andy." If you want to consider forming a corporation
and need business legal services, just contact Andy of Gale and Vallance. Click on this link
- http://www.incorporationattorney.com/incorporation-attorneys-california-about.