Core Services

 Legal entity formation and compliance support

• Tax structuring, filings, and audit readiness

• Accounting system implementation and oversight

• Business operations setup and SOPs

• Strategic planning and executive coaching

• Branding, marketing infrastructure, and digital presence

• Access to partner networks, resources, and capital

• Ongoing administrative support and corporate governance

Use of Collected Profit

USE OF COLLECTED PROFITS

• Reinvestment into the originating business for growth and stability

• Investment into new ventures under The Stokes Organization

• Reserve funding for strategic opportunities or emergencies

• Operational overhead for the holding company (admin, board, HQ)

• Potential real estate or capital investments approved by the Board

Onboarding & Management Process

• Initial Evaluation – Business plan review, due diligence, and risk analysis

• Proposal & Agreement – Custom onboarding plan, pricing, and service scope

• Setup Phase (30–90 days) – Legal/tax formation, system implementation, launch roadmap

• Oversight Phase – Monthly check-ins, financial reviews, and operational optimization

• Quarterly Review – Board-level financial audit and performance benchmarks

• Annual Strategy Session – Long-term planning, exit or growth strategies

Ownership & Equity Philosophy

The Stokes Organization may engage in one of the following models:

• • Full Acquisition: 100% ownership of the business

  • Equity Partnership: Partial ownership with founders retaining a stake

  • Equity for Services: Taking 5%–10% equity in lieu of upfront fees

• Emphasis on long-term control and growth, but exits are considered

• No outside ownership is allowed in The Stokes Organization holding company

• Subsidiaries may bring in external investors if approved by the Board

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