LET US HELP YOU BUILD AND ESTABLISH YOUR BUSINESS —

FROM STARTUP PLANNING TO PRESERVING YOUR LEGACY.

Our Services

Your TRUSTED SOURCE for

BUSINESS ESTABLISHMENT, GROWTH, & SUSTAINABILITY

Business Establishment

  • We start by creating a relationship with our clients. What are your goals? What part of your business gives you joy and what are the parts you dread? We help you put things in perspective and create a roadmap that helps you enjoy the business that you are creating.

  • Many companies require regulatory filings at the onset. Many require annual filings and updated or amended filings. Failure to make these filings could result in suspension of your business. We make sure you know the rules.

  • This is important. Too many times our clients do not update this vital piece of their business structure. We will help you select the right agent for your business.

  • We will guide you through the process to determine the best business structure and strategy to get you from where you are to where you want to be. The foundation of your business needs to be solid. We know how to pour the concrete to give you that solid foundation.

  • “We have a policy for that.” Even the smallest companies may need a set of policies and procedures. Too many times we have had to spend our time and our clients’ money to address a situation that could have easily been handled with strong, foundational policies and procedures that were put in place before the problem arose. Policies and procedures are not a “one and done” issue. Because things change, your business needs a set of policies and procedures that evolve as your company evolves. We have a plan for that.

Managing Your Team

  • If you have a continual roll-over of employees, it is a great indicator that you may need to re-evaluate your hiring practices. We have a plan and process for that.

  • This is a huge issue in today’s marketplace. We are too busy to train our employees. Period. Then, when they frustrate us, either you want them to leave or they want to leave. Guess what happens next? You have to train another employee. We have a plan for this, too.

  • Lisa Whitman has traveled the country speaking to civic organizations, businesses, and everyday dreamers. As a national spokesperson for Nancy Reagan’s “Just Say No” campaign, a speaker for teenage faith groups, Miss Rodeo USA, Miss Jr. Oklahoma, and a successful business owner and trial attorney, Lisa Whitman understands setting goals, meeting goals, and exceeding goals. If you or your team needs inspiration, we have a program for that.

  • Too many times we try to place the wrong tasks on the wrong people. We have a plan to help you solve this problem. If you have an employee that frustrates you, chances are you have not tapped into their skill set. You may even have employees that are great at what they do, but they are miserable doing it. We have a plan to help you gain the maximum potential of your employees and retain them for years of exceptional growth.

  • Sometimes it is time to say goodbye. How you do that can definitely impact your company in many different ways. We know how to help you do this the right way.

Legacy
Planning

  • Your company may need a governance plan that outlines how to prepare for the next generation of owners and operators of your company. Regulatory rules may require this. Your company needs to plan for this. Failing to plan in this area could be devastating to your company legacy.

  • Your vision and your strategy to fulfill that vision must align. At Morgan Wyatt, we operate under the premise that the best solutions are found by surrounding ourselves with knowledge, wisdom, life experiences, and talent. We will brainstorm with you and bring in the people that will best help your company thrive. It sounds expensive and time-consuming, but that is not how we operate. We move quickly. We evaluate, we plan, we act, and then we re-evaluate in the future. As your business grows, your planning needs to stay ahead of that curve.

  • "It's faster and easier if I just do it myself."  Sound familiar?  We help you create a plan instead of excuses.  Eventually, we will run out of time to share our knowledge and wisdom.  We help you put plan and calendar together to get this part of your transition plan completed.

  • Sometimes words are not enough.  There are times when we just need to show someone how to do something.  We can guide you through the process of creating short videos to walk your next generation through your history, your vision, your knowledge and wisdom, and so much more.

  • Although our Morgan Wyatt office cannot provide legal advice, we can connect you with an attorney in all fifty states that can give you confident, reliable advice for your estate planning needs. Our owner can handle those plans in Oklahoma and Texas through her law practice. She is part of a nationwide group of attorneys that specialize in estate planning. We can get you connected. However, there are many things you can include in your corporate business documents, such as your Operating Agreement, that do some of this planning for you. We have the words for that.