LegacyX Masterclass, Complete Syllabus
Module 0. Onboarding and Roadmap
• What you get, how to use the portal, success roadmap.
• Download your workbook, templates, lender list, trackers.
• Compliance note, this is education, not individualized advice.
Downloads: Workbook, glossary, course map.
Module 1. Foundations and Business Plan
• Why most businesses fail, how we will avoid it.
• Business model vs business plan.
• Write your plan, problem, solution, offer, market, pricing, channels, milestones.
• Financial basics, revenue model, simple forecast, breakeven.
• Lender and investor ready plan, what they actually look for.
Downloads: Business plan template, 12 month forecast sheet.
Module 2. Entities and Liability
• Sole prop, partnership, LLC, S Corp, C Corp, plain English.
• Why C Corp can be powerful for scale, credit, and benefits.
• When an LLC makes sense, when it does not.
• Holding company, operating company, management company.
• Registered agent, bylaws, minutes, corporate veil.
Downloads: Entity decision tree, bylaws and minutes starter pack.
Module 3. Compliance Setup
• EIN, DUNS, NAICS, business bank account checklist.
• Licenses, permits, seller’s permits, local filings.
• Bookkeeping stack, chart of accounts, receipts, audits.
• Annual compliance calendar, what to file and when.
Downloads: EIN and DUNS checklist, compliance calendar.
Module 4. Business Credit and Funding
• Set up business credit correctly, name, address, phone, bank, vendor readiness.
• Tier 1 to Tier 3 vendors, net 30s, reporting bureaus.
• Cards and lines, approvals and limits.
• Funding options, SBA, term loans, LOCs, equipment, grants.
• Lender package, financials, statements, deck.
Downloads: Credit tracker, vendor tier list, lender list by state.
Module 5. Taxes, the Right Way
• Tax basics, cash vs accrual, deductions checklist.
• C Corp opportunities, payroll, benefits, reimbursements.
• Reasonable compensation, accountable plan, health and retirement options.
• Estimated taxes, quarterly habits, year end close.
Downloads: Deduction cheat sheet, quarterly prep checklist.
Module 6. Asset Protection and Trusts
• Living trust and family trust, probate avoidance, roles.
• Holding structure, risk buckets, personal vs corporate assets.
• Insurance as part of protection, umbrellas, liability.
• Succession plan, powers of attorney, beneficiaries.
Downloads: Trust conversation guide, succession worksheet.
Module 7. Insurance, Education Only
• Protection first mindset, how coverage fits the plan.
• Term life, when pure death benefit is right, conversion ideas.
• Final expense, who it serves, simplified issue basics.
• Permanent concepts, whole life and IUL, how cash value grows, credit lines against cash value, costs and caps in plain English, illustration basics, MEC concept at a high level, risk and suitability.
• Long term care, standalone and hybrid life plus LTC riders.
• Disability income, business overhead expense, key person.
• Annuities overview, accumulation vs income, surrender periods.
• Underwriting overview, what carriers look for, documentation, timelines.
• Ethical education, what to ask an agent, how to compare, how to avoid common pitfalls.
Downloads: Needs analysis worksheet, IUL evaluation worksheet, LTC comparison grid, policy shopping question list.
Note: Sales of specific policies require a licensed agent, this module is educational.
Module 8. Merchant Services and Payments
• How card processing works, interchange plus and markup in plain English.
• Reading a statement, common fees, junk fees to watch for.
• Gateways, POS, terminals, online checkout, subscriptions.
• PCI basics, chargeback prevention, fraud tools.
• Surcharging and cash discount programs, rules overview, risk and customer experience.
• Negotiating with ISOs and processors, renewal traps, audits.
Downloads: Statement audit spreadsheet, processor negotiation script, PCI checklist.
Module 9. Digital Presence and Brand
• Domain, professional email, brand kit, logo, typography.
• Website with AI builder, Durable walkthrough, pages that matter.
• Funnels, lead magnets, booking flow, testimonials.
• Analytics and pixels, UTM habits.
Downloads: Site copy blocks, funnel wireframes, brand kit template.
Module 10. AI and Automation
• AI for content, offers, emails, legal drafting support, fact checking habits.
• CRM and pipeline, automated follow ups, booking flows.
• Bookkeeping automations, receipt capture, invoice flows.
• SOPs and delegation, hiring prompts, role scorecards.
Downloads: 30 AI prompts for entrepreneurs, SOP starter kit.
Module 11. Marketing and Sales
• Content strategy that compounds, short form and long form.
• Email list building, welcome series, weekly newsletter.
• Offers, guarantees, pricing psychology, value stacking.
• Sales calls without pressure, objections, compliance friendly language.
• Affiliates and partnerships, including Skool, Durable, and tools.
Downloads: 30 day content calendar, email sequences, sales call outline.
Module 12. Real Estate for Entrepreneurs
• Own or lease, office vs flex vs studio, risk buckets.
• Holding structure options at a high level, operating versus holding entities, speak with counsel.
• Financing types, DSCR and commercial basics, lender packages.
• Cash flow and reserves, simple deal screening, insurance for property owners.
• Cost segregation and 1031 at a high level, work with a CPA.
Downloads: Deal analyzer spreadsheet, lender inquiry checklist, lease negotiation checklist.
Module 13. Franchise and Licensing Path
• Franchise vs license, which fits your concept.
• FDD overview, operations manual, training program, brand standards.
• Item 19 concept, earnings representations, compliance culture.
• Territory, royalties, fees, franchise marketing and discovery days.
• How to sell franchises the right way, broker channels, support systems.
Downloads: Franchise readiness checklist, ops manual outline, discovery day agenda.
Module 14. Team, HR, and Benefits
• Contractors vs employees, compliance basics.
• Hiring pipeline, interviews, onboarding, scorecards.
• Payroll providers, benefits overview, handbooks and policies.
Downloads: Hiring toolkit, onboarding checklist, basic handbook outline.
Module 15. Finance Control and KPIs
• Weekly CFO routine, cash, profit, pipeline, fulfillment.
• Dashboards, leading and lagging indicators.
• Budgeting and forecasting rhythm.
Downloads: Weekly CFO scorecard, 12 month cash plan sheet.
Module 16. Capstone, Your Blueprint
• Put it all together, your entity stack, credit plan, funding plan, protection plan, go to market, 90 day sprint.
• Present your plan, get feedback.
Downloads: One page business blueprint, 90 day sprint board.
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Included Resources, Master List
• Business plan template, 12 month financial forecast.
• Entity decision tree, bylaws and minutes starters.
• EIN and DUNS checklist, compliance calendar.
• Credit tracker, vendor tier list, lender list by state.
• Deduction cheat sheet, quarterly prep checklist.
• Trust conversation guide, succession worksheet.
• Insurance needs worksheet, IUL evaluation worksheet, LTC comparison grid, policy shopping question list.
• Merchant statement audit spreadsheet, negotiation script, PCI checklist.
• Brand kit template, site copy blocks, funnel wireframes.
• 30 AI prompts, SOP starter kit.
• Content calendar, email sequences, sales call outline.
• Real estate deal analyzer, lender inquiry checklist, lease checklist.
• Franchise readiness checklist, ops manual outline, discovery day agenda.
• Hiring toolkit, onboarding checklist, handbook outline.
• Weekly CFO scorecard, 12 month cash plan, one page blueprint, 90 day sprint board.