I started my business in a month-to-month office at an accelerator in the Penobscot Building. It was a challenge, as a woman in business, to get a line of credit and to get credit cards. My husband Jeff came with me on my first visit to the bank. I saw a marketing opportunity, and there was no shortage of market opportunities for what we were offering. It was a challenge to hire four people and convinced them to leave their jobs for a start up. It was the best thing I ever did. (What was Jeff’s role?) He provided discipline; the voice of reality; business planning. I’m creative. He made me think about insurance, tax planning, legal documents, estate planning. It was a true partnership at every level. Jeff help regarding: incorporation, benefits, legal structure, CFO. Jeff: a spouse can listen to three levels: (1) allow the other to vent; (2) ask if advice is desired; (3) ask if help is desired.
Sean Cook is an attorney with Warner Norcross and Judd. His relationship with Lisa and Jeff started with estate planning when Lisa and Jeff were starting their respective businesses. Sean started by helping them with wills, trusts, and asset protection planning. (9:42)