Redeem Advisory Group × Your Firm
Positioning your clients to be structured, compliant, and ready— before legal & financial execution begins.
Our Solution
Redeem Advisory Group supports your clients by handling the business infrastructure layer—ensuring they are structured, compliant, and positioned before legal execution begins.
"We don't replace legal services—we strengthen them."
We Support
Business Formation (LLC, Corporation structuring)
Operating Agreements & Bylaws
Corporate Structuring & Documentation
Compliance Systems (including BOI filing)
Business Plans & Funding Readiness
Organizational Structuring
Partnership Model
Three engagement structures designed to fit the way your firm operates and the volume of clients you serve.
01
Entry Partnership
For firms referring business clients who need structure, compliance, and formation support.
"A structured entry point for client support."
02
RecommendedIntegrated Partnership
A deeper partnership where Redeem Advisory Group becomes a trusted backend resource for your firm.
"A seamless extension of your firm's client support system."
03
Full Alignment
Ongoing collaboration supporting business clients at a higher level of structure, compliance, and funding readiness.
"A long-term strategic alignment supporting your firm's growth and client success."
Pricing is not included in this proposal · Engagement details are discussed directly
Partnership Fit
Answer three brief questions about your firm's needs and we'll recommend the most aligned partnership structure.
This brief assessment helps identify which partnership model aligns best with your firm's client volume and service needs. It takes under a minute.
Service Access
Service tiers and engagement options are structured through our platform to provide flexibility based on client needs. All options are tailored to the size and scope of your firm's referral volume.
Engagement Type
Strategic Advisory Firm
Client Model
Law Firm Referral Partner
Service Scope
Business Infrastructure & Compliance
Engagement Format
Discussed Directly
Social Proof
Real outcomes from real partnership engagements across practice areas.
60%
Faster Client Onboarding
Houston, TX
Challenge
Clients were arriving without proper LLC structures, missing operating agreements, and no EIN—causing delays and additional billable hours just to get basics in order.
Our Role
Redeem pre-structured all incoming business clients: formation, operating agreements, BOI compliance, and a clean documentation package ready for legal review.
Firm reduced onboarding time by 60% and increased referral volume as clients arrived "deal-ready."
40%
Client Base Expansion
Dallas, TX
Challenge
Business owner clients lacked proper entity structuring, making estate planning complex and time-consuming. Attorneys were doing advisory work outside their core expertise.
Our Role
Redeem handled full business structuring and compliance documentation in parallel with the estate planning process, providing attorneys with clean entity records.
Attorney expanded her client base by 40% by confidently taking on business owner clients knowing the backend was handled.
3×
Business Visa Case Closings
Austin, TX
Challenge
Business visa clients needed verified business structures, business plans, and financial documentation—work the firm wasn't positioned to provide.
Our Role
Redeem stepped in as the business advisory layer: building compliant entities, preparing business plans, and providing funding-ready documentation for visa applications.
Firm closed 3x more business visa cases by offering a complete, structured client experience through the Redeem partnership.
85%
Reduction in Structural Remediation
San Antonio, TX
Challenge
Investor clients were purchasing properties under personal names or poorly structured LLCs, creating liability exposure that attorneys had to advise against mid-transaction.
Our Role
Redeem pre-structured investment entities, drafted operating agreements, and ensured proper compliance before transactions reached the legal phase.
Transaction close rate improved and attorneys spent less time on structural remediation—focusing purely on deal execution.
50%
Faster Case Resolution
Houston, TX
Challenge
Business-owning clients in divorce proceedings had poorly documented business structures, making asset valuation and division complex and contentious.
Our Role
Redeem provided full business documentation audits and restructuring support, giving attorneys clear, organized entity records for proceedings.
Cases resolved faster with less discovery friction, improving client satisfaction and firm reputation.
Case details anonymized to protect client confidentiality.
Our Differentiation
"We sit where decisions are made—before approval, before funding, before legal execution."
Background in banking, lending, and funding approvals
Deep understanding of compliance and business structuring
Experience preparing businesses for funding and growth
Positioned between business, legal, and financial systems
Next Steps
After reviewing this proposal, we welcome the opportunity to align on how we can best support your firm and your clients.
partners@redeemadvisorygroup.com
Phone
484-640-8869
Location
Houston, TX
Privacy & Data
We protect your information with industry-standard security. Any data you share is used solely to provide our services and support your firm's operations. We never sell or share your information with third parties. For details, review our full Privacy Policy.
Redeem Advisory Group operates under Redeem Services LLC. This proposal is confidential and intended solely for the recipient. Redeem Advisory Group is not a law firm and does not provide legal advice.
© 2026 Redeem Services LLC · Houston, TX · 484-640-8869
Disclaimer: Redeem Advisory Group is not a law firm and does not provide legal advice. We operate as a strategic advisory and operational partner to licensed attorneys. All legal services referenced are performed by our licensed attorney partners. Results may vary based on individual circumstances.