This page is protected by 256-bit AES encryption -- All data transmitted over TLS 1.3 with perfect forward secrecy -- Cloudflare Access zero-trust verification required -- One-time passcode authentication -- 60-second verification window -- Only 2 authorized email addresses can access this page -- All access attempts are logged and monitored -- No data is cached on public CDN nodes -- Session expires after 24 hours of inactivity -- Enterprise-grade security infrastructure This page is protected by 256-bit AES encryption -- All data transmitted over TLS 1.3 with perfect forward secrecy -- Cloudflare Access zero-trust verification required -- One-time passcode authentication -- 60-second verification window -- Only 2 authorized email addresses can access this page -- All access attempts are logged and monitored -- No data is cached on public CDN nodes -- Session expires after 24 hours of inactivity -- Enterprise-grade security infrastructure

NOTICE: This progress report contains voluminous content associated with multiple business entities and hundreds of email communications.

While every effort has been made to ensure accuracy, there may be minor errors in dates, amounts, or detail. No mistakes are intentional. For questions or corrections: support@startmybusiness.us -- Subject: ATTN DEW

🔒
256-Bit AES Encryption
TLS 1.3 Secured
Cloudflare Zero Trust
OTP Verified
2-Email Restriction
Access Logged

30-Day Client Progress Report

Derrick Williams -- derrickestatewilliams@gmail.com

March 1 - March 31, 2026

Managed by Start My Business Inc. & CPN PMA

326
Total Emails
29
Active Days
5
Entities Managed
7
Team Members
90-110
Personnel Hours
$16.5K
Service Value
📅

March 2026 Communications Calendar

Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2 emails
2
2 emails
3
5 emails
4
4 emails
5
14 emails
6
7 emails
7
3 emails
8
3 emails
9
11 emails
10
5 emails
11
5 emails
12
4 emails
13
12 emails
14
5 emails
15
16 emails
16
1 email
17
No activity
18
No activity
19
16 emails
20
23 emails
21
17 emails
22
4 emails
23
18 emails
24
6 emails
25
16 emails
26
6 emails
27
11 emails
28
17 emails
29
22 emails
30
36 emails
31
16 emails
Sent by CPN/SMB Received from Derrick Payment Received

Tasks Completed in March

Derrick's Transport -- Account Management
Mar 1-3
Ongoing DT account management, strategy series guides delivered, business structure review
CPN IRS EIN & DUNS Setup Complete
Mar 4
IRS EIN obtained, DUNS number setup completed, business documents delivered for CPN entity
Press Release -- Premium Distribution (45+ outlets)
Mar 4
Press release verification completed for premium distribution to 45+ media outlets
"The Secret to Wealth" Vols 1 & 2 Delivered
Mar 5
Comprehensive wealth-building guide series delivered via email
SMB Site Issue Resolved
Mar 5
Start My Business website issue identified and resolved
Old EIN Process Guide
Mar 5-6
Full guide on what to do with previous EIN -- process documentation provided
Bank Account Issues Resolution
Mar 6
Identified root cause of bank account issues, provided step-by-step fix guide
USPS Address Forwarding Verification
Mar 6-8
Guide on verifying USPS address forwarding is working correctly for all entities
Tax Returns, Funding Stages & Borrowing Power Analysis
Mar 8
Full breakdown of tax return strategy, funding stage progression, and total borrowing power
Blue Diamond Development, Inc. -- CPA Documentation
Mar 9-10
Prepared exact documentation needed for CPA regarding back tax filings for the acquired Blue Diamond Development, Inc. entity. Service invoice and investment summary provided.
DT & EVM Tax Filing Guidance
Mar 10-12
Confirmed no tax filings needed for Derrick's Transport and Estate Vision Mgmt at this time
Blue Diamond Development, Inc. -- Transfer & Domestication Timeline
Mar 11
Full transfer and domestication plan for Blue Diamond Development, Inc. -- California to New Mexico jurisdiction transfer to preserve corporate age
PSC IRS EIN Filed & Processed
Mar 12-19
PSC IRS EIN application filed, updates tracked through multiple stages to completion
Payment Processors for Estate Vision
Mar 13-14
Research and setup of payment processing solutions for Estate Vision Management
Business Address -- DLWET Setup
Mar 13
Business address established for Derrick Lamont Williams Estate Trucking entity
Entertainment Industry Media Passes
Mar 14-15
Entertainment industry media passes arranged and communicated
EVM Production Access & PAT Updates
Mar 15-16
Estate Vision Management production access configured, PAT tested and confirmed working
Credit Repair -- Not Yet Started
Pending
Credit repair has not begun. Requires payment and access to credit monitoring for all three bureaus (Equifax, Experian, TransUnion) before work can start.
Business Command Center Access
Mar 19-20
Client granted access to Business Command Center portal for account management
80 PAYDEX Score & Business Zip Files
Mar 20
Business credit files established targeting 80 PAYDEX score. Business zip files delivered.
Corps List Review & Blue Diamond Confirmed
Mar 21
Reviewed full corporations list. Blue Diamond Development, Inc. confirmed and selected.
Ben's Credit Central -- Awaiting Clarification
Mar 22
Derek mentioned Ben's Credit Central in an email. We requested clarification and a link but no further details were provided. Awaiting Derek's response.
BDDI Logo Design & Upscaling
Mar 23-25
Blue Diamond Development Inc. logo designed, upscaled, and finalized. Multiple revisions.
Non-CMRA Commercial Address -- DT Arizona
Mar 23
Secured non-CMRA commercial business address for Derrick's Transport in Arizona. DaVinci Virtual Office setup.
Logos -- On the Road with DT & DLWE
Mar 24-25
Truck logos and branding for Derrick's Transport and DLWE created and delivered (JPEG format)
Blue Diamond Documents Signed
Mar 25-27
Blue Diamond Development Inc. organizational documents executed and filed
Receipt BDDI & New Guide
Mar 25-26
BDDI payment receipt issued. New comprehensive guide delivered.
Fraud Report -- Hampton Inn
Mar 27
Hampton Inn fraud report filed and documented. Resolution guidance provided.
DaVinci Troubleshooting
Mar 27
DaVinci Virtual Office issue diagnosed. Root cause analysis provided ("What's Likely Happening").
EVM Sales Strategy
Mar 28
Estate Vision Management sales strategy updates and direction
Profit First Banking Blueprint Delivered
Mar 28
Complete banking blueprint following Profit First methodology delivered to client
New DaVinci Office for BDDI
Mar 28-29
New DaVinci Virtual Office established for Blue Diamond Development Inc.
Blue Diamond Website, Email & Address Setup
Mar 29
Complete BDDI digital presence: website, business email, and business address configured
SSN Disclosure Kit Delivered
Mar 30
SSN Disclosure Kit guide provided with privacy protection procedures
"The Ghost Protocol" Volume One Delivered
Mar 30
Advanced privacy and asset protection guide delivered
PSC IRS EIN -- Address Change & Approved
Mar 30-31
PSC IRS EIN approved. Address change filed and tracking number provided.
BDDI Business Address Finalized
Mar 30-31
Blue Diamond Development Inc. business address fully configured and confirmed
Site is Live -- Confirmation
Mar 30-31
Website confirmed live and operational. Access credentials delivered.
📂

Document Library & Guides

📚
Strategy & Wealth Guides
5 documents
📄
Formation Documents
12+ documents
📊
Credit & PAYDEX Files
3 packages
🎨
Logos & Branding
8+ files
📝
SOPs & How-To Guides
6 guides
💰
Tax & Filing Documents
4 documents
🏢
Trust & Entity Structures
4 documents
💳
Invoices & Receipts
4 documents
🎟
Access & Credentials
3 items
🚨
Fraud Reports
1 report
📍
Address & RA Docs
6+ documents
📝
Signed Agreements
3+ documents
🏗

Entity Status at a Glance

Estate Vision Mgmt LLC
NM LLC | EIN 41-3950276
ACTIVE
Derrick's Transport / DLWET
Trucking LLC | AZ & NM
ACTIVE
Blue Diamond Development, Inc.
WY C-Corp | 3.2+ yrs age
TRANSFER PENDING
PSC -- DerrickLamont Williams
C-Corp | EIN 41-5199728
GROUNDWORK DONE
CPN Entity
IRS EIN + DUNS Complete
ACTIVE

Pending Action Items -- From Derek

New Business Address

Needed to finalize Blue Diamond Development, Inc. ownership transfer

Credit Monitoring Access

Logins for all 3 bureaus (Equifax, Experian, TransUnion) required before credit repair can begin

Credit Repair Payment

Payment required to initiate credit repair services

Ben's Credit Central Clarification

Link/details never provided after our request on Mar 22

Final Trust Payment

$1,080.00 -- Payment #5 due April 7, 2026

Estimated Personnel HoursiThis is the estimated cost if these services were billed at standard industry hourly rates without bundled package pricing.

Service Category Hours @ $150/hr
Entity Formation & ComplianceiLLC/Corp filings, EIN applications, registered agents, articles of organization, operating agreements, state compliance19-23$2,850 - $3,450
Email Correspondence & Coordinationi326 emails across 29 days -- reading, responding, drafting detailed guides, follow-ups, and scheduling26-30$3,900 - $4,500
Legal Document Prep & FilingsiIRS forms (8822-B, SS-4), articles of domestication, corporate resolutions, press releases, certified mail15-19$2,250 - $2,850
Credit Strategy & Financial AnalysisiPAYDEX targeting, borrowing power analysis, tax strategy, CPA coordination, bank account troubleshooting11-15$1,650 - $2,250
Design, Branding & Web DeviLogo design & upscaling, vehicle branding, website builds, domain/hosting setup, DaVinci virtual office config11-14$1,650 - $2,100
Research & Strategy GuidesiGhost Protocol, Secret to Wealth, SSN Disclosure Kit, Profit First Blueprint, Strategy Series authoring8-9$1,200 - $1,350
Total Estimated90-110 hrs$13,500 - $16,500

Derrick's actual cost for March: $4,379.00 -- reflecting the value of bundled package pricing vs. hourly billing. The included support services (PSC formation, guides, strategy consultations, design work) represent an estimated $8,000 - $11,000+ in additional value delivered at no extra charge.

🛠

Service Inventory -- Detailed Breakdown

Derrick's Transport
Estate Vision Mgmt
Blue Diamond Dev
PSC
Blue Diamond Dev
Credit Building
PSC (Complimentary)
Guides Delivered
Addresses

Derrick's Transport (DT) / DLWET

  • Account Management: Ongoing throughout March (Mar 1-3). Strategy series guides delivered with business roadmap.
  • AZ/NM Updates: Arizona and New Mexico entity updates processed (Mar 20-21). DaVinci file configurations updated.
  • Non-CMRA Commercial Address: Secured a non-CMRA commercial business address in Arizona for DT (Mar 23). This gives the trucking business a physical street address that passes all lender verification checks.
  • Logo & Branding: "On the Road with DT & DLWE" truck logos created in JPEG format (Mar 24-25). High-resolution files delivered for vehicle wrap and marketing.
  • Tax Status: Confirmed no tax filings needed for DT at this time (Mar 10-12).
  • EIN Process: Guide provided on handling old EIN transition (Mar 5-6).

Estate Vision Mgmt LLC (EVM)

  • Production Access: Full production access configured and PAT (Personal Access Token) tested and confirmed working (Mar 15-16).
  • Payment Processors: Research and setup of payment processing solutions completed (Mar 13-14). Multiple processor options evaluated.
  • Sales Strategy: EVM sales approach and strategy updates delivered (Mar 28).
  • Tax Status: Confirmed no tax filings needed for EVM at current stage (Mar 10-12).
  • Entity Details: NM LLC, EIN 41-3950276, DUNS registered. Virtual office at 500 Marquette Ave NW, Albuquerque, NM 87102.
  • Template Updates: Email templates and guide templates updated and delivered (Mar 15).

Blue Diamond Development, Inc. (BDDI)

  • Entity Selection: Reviewed full corporations list. Blue Diamond Development, Inc. confirmed and selected from aged shelf corporation inventory (Mar 21).
  • Logo Design: BDDI logo designed, upscaled to high resolution, and finalized with multiple revision rounds (Mar 23-25).
  • Documents Signed: All Blue Diamond organizational documents fully executed and filed (Mar 25-27).
  • DaVinci Office: New DaVinci Virtual Office established for BDDI with dedicated business address (Mar 28-29).
  • Website: BDDI website built and confirmed live (Mar 29-30). Business email configured.
  • IRS EIN: Business address filed with IRS. EIN updates completed (Mar 30-31).
  • Receipt Issued: BDDI payment receipt issued with new guide (Mar 25-26).

PSC

  • PSC IRS EIN: Application filed Mar 12. Multiple updates through Mar 19. Final approval received Mar 30-31.
  • Address Change: PSC IRS EIN address change filed and approved. Tracking number provided for mail forwarding (Mar 31).

Blue Diamond Development, Inc. -- Acquisition & Transfer

  • Entity Selection: After evaluating multiple options, Blue Diamond Development, Inc. was selected as the preferred aged shelf corporation (Mar 21). This replaced the previously considered Blue Diamond Dev Inc. Solutions Inc.
  • Acquisition: Wyoming aged shelf C-Corporation acquired with 3.2+ years of corporate age. Includes stock transfer, corporate kit, Articles of Incorporation, Certificate of Good Standing, EIN confirmation, stock certificates, corporate resolutions, and registered agent update. Paid $2,799.00 (Mar 14).
  • Domestication Not Required: Because BDDI was purchased as a Wyoming shelf corp (not California), no CA-to-NM domestication was needed. The $500.00 domestication fee was converted to an outstanding account credit per invoice terms.
  • CPA Documentation: Complete documentation package prepared for CPA regarding back tax filings for the acquired entity (Mar 9).
  • Transfer Status: Waiting on Derrick's new business address to finalize the ownership transfer of Blue Diamond Development, Inc.

Credit Building & PAYDEX

  • 80 PAYDEX Target: Business credit files established with clear path to 80 PAYDEX score. Business Zip Files delivered (Mar 20).
  • Borrowing Power Analysis: Full breakdown of tax returns, funding stages, and total borrowing power across all entities (Mar 8).
  • Bank Account Resolution: Root cause of bank account issues identified with step-by-step fix guide (Mar 6).

Credit Repair -- Not Yet Started

Credit repair services have not begun. Two prerequisites are required before work can start:

  • Payment: No payment has been received for credit repair services.
  • Credit Monitoring Access: Derek must provide login credentials or shared access to credit monitoring for all three bureaus (Equifax, Experian, TransUnion) so we can review the credit reports and begin dispute work.

Status: Waiting on Derek to make payment and provide credit monitoring access.

Important: We do not perform credit applications on behalf of clients. Clients must complete applications from their own computers. For clients who want hands-on managed credit building, we offer the following paid programs:

Ben's Credit Central -- Unresolved

Derek mentioned "Ben's Credit Central" in an email on March 22. We requested clarification and a link to understand what this is and how it relates to his account. No response was received. We do not know what Ben's Credit Central is or what Derek intended. This item remains open pending his clarification.

Personal Service Corporation (PSC) -- Complimentary Groundwork

The following PSC work was completed in March at no charge as preparation for Derek's next project:

  • PSC Formation & EIN: Personal Service Corporation (C-Corp) filed with the IRS. EIN 41-5199728 obtained. Entity registered as "DerrickLamont Williams" (names combined to resolve IRS Error 101 federal name conflict).
  • IRS Address Change: Form 8822-B filed via certified mail to update PSC business address from old Glendale location to Tempe business address at 64 East Broadway Road, Suite 200-3426, Tempe, AZ 85282. Approved with tracking number provided (Mar 30-31).
  • Purpose: The PSC gives Derek an entity-level shield -- 1099 income flows to the corporation first, and he controls how and when it comes out as W-2 compensation, distributions, or retained earnings.
  • Why Complimentary: Per the "PSC & Reverse Merger -- Strategy Confirmation & Investment Breakdown" proposal (Feb 18), PSC Formation (state filing, EIN, articles, bylaws, operating structure, PSC tax election) is listed as "Included" in Phase 1 of the upcoming project.

PSC Next Project -- Agreed, Not Yet Started

Derek agreed to the full PSC & Reverse Merger project on February 18, stating: "Sounds good to me, let's do the complete thing -- credit build out and merge and my personal on the next project. 5 years on the age Corp and we can begin as soon as I'm done with these last two payments on the first project."

Upcoming Investment (when Derek is ready):

  • Aged Shelf Corporation Acquisition (5+ years, clean due diligence): $2,500 - $3,500
  • Reverse Merger Execution (articles of merger, board resolutions, shareholder consent, state filing, IRS notification): Included
  • Registered Agent (annual): Included
  • Credit build-out on the merged PSC entity

Status: Waiting for Derek to complete final Advanced Growth Plan payment ($1,080 due Apr 7), then this project begins.

Guides & Educational Materials Delivered

  • "The Secret to Wealth" Volumes 1 & 2 (Mar 5, 20, 29) -- Comprehensive wealth-building strategy guide
  • "The Ghost Protocol" Volume One (Mar 30) -- Advanced privacy and asset protection playbook
  • SSN Disclosure Kit (Mar 30) -- Privacy protection procedures and disclosure guidelines
  • Profit First Banking Blueprint (Mar 28) -- Banking methodology for maximum cash flow management
  • DT Strategy Series Guides (Mar 3-5) -- Business roadmap and growth strategy for Derrick's Transport
  • Old EIN Process Guide (Mar 5-6) -- Step-by-step guide for handling previous EIN transitions
  • Bank Account Issues Fix Guide (Mar 6) -- Root cause analysis and resolution steps
  • USPS Address Forwarding Verification Guide (Mar 6-8) -- How to verify and troubleshoot mail forwarding
  • Tax Returns, Funding Stages & Borrowing Power (Mar 8) -- Financial strategy analysis
  • Non-CMRA Commercial Address Guide (Mar 23) -- Business address compliance guide
  • SMB Aged Shelf Corporations Client List (Mar 3 via SMB) -- Available aged corporations for acquisition
  • SMB Business Credit Lender Directory (Mar 3 via SMB) -- Verified lender list for business credit
  • Entertainment Industry Media Passes (Mar 14-15) -- Media access credentials and usage guide

Business Addresses & Virtual Offices

  • DT Arizona: Non-CMRA commercial business address secured in AZ (Mar 23). DaVinci Virtual Office configured.
  • BDDI Address: New DaVinci Virtual Office established for Blue Diamond Development Inc. (Mar 28-31). Address confirmed with IRS.
  • DLWET Address: Business address for Derrick Lamont Williams Estate Trucking established (Mar 13).
  • PSC Address Change: IRS EIN address change filed, approved, and tracking number provided (Mar 31).
  • DaVinci Troubleshooting: DaVinci Virtual Office issue diagnosed and resolved (Mar 27). Root cause identified.
  • USPS Forwarding: Address forwarding verified working for all entities (Mar 6-8).
🌐

Entity Relationship Map

Owner / Trustee / Grantor
Derrick Williams
Revocable Family Trust
Estate Vision Trust
Central Holding Structure
NM LLC
Estate Vision
Mgmt LLC
EIN 41-3950276
ACTIVE
Trucking LLC
DLWE Estate
Trucking LLC
AZ & NM Operations
ACTIVE
WY C-Corp
Blue Diamond
Development Inc.
WY Holding Co. | 3.2+ yrs
TRANSFER PENDING
C-Corp (PSC)
DerrickLamont
Williams PSC
EIN 41-5199728
GROUNDWORK
Beneficiary
Derrick Williams Family Beneficiaries
Successor Trust
Successor Trust
Trustee/Owner Trust Entity (Active) Pending Groundwork Beneficiary
🏢

Personal Service Corporation (PSC) -- Full Breakdown

Complimentary -- No Charge

What Is a Personal Service Corporation?

A Personal Service Corporation (PSC) is a C-Corporation specifically designed for individuals who earn income through personal services -- consulting, contracting, and professional work. Right now, every time a company 1099s Derek's SSN, that income hits his personal tax return directly, increases his AGI, and he has limited control over how it's taxed.

A PSC gives Derek an entity-level shield -- income flows to the corporation first, and he controls how and when it comes out as W-2 compensation, distributions, or retained earnings. Combined with a reverse merger into an aged shelf corporation, this accelerates business credit building and provides institutional credibility from day one.

Derek's PSC Entity Details

Entity TypePersonal Service Corporation (C-Corp)
Legal Name (IRS)DerrickLamont Williams
Trade Name / DBADerrick Lamont Williams
EIN41-5199728
Business Address64 East Broadway Road, Suite 200-3426, Tempe, AZ 85282
Name Format NoteFirst and middle names combined as "DerrickLamont" to resolve IRS Error 101 (federal name conflict with existing entity). This is a standard formatting technique and does not change the actual legal name in any way.

Work Completed in March 2026 -- At No Charge

The following PSC services were provided as complimentary groundwork for Derek's upcoming project. Per the February 18 "PSC & Reverse Merger -- Strategy Confirmation & Investment Breakdown" proposal, PSC Formation (state filing, EIN, articles, bylaws, operating structure, PSC tax election) is listed as "Included" at no separate cost.

Service Date Status Cost
PSC IRS EIN Filing & ProcessingMar 12-31COMPLETE$0.00
IRS Form 8822-B Address Change
Glendale, AZ → 64 E Broadway Rd, Ste 200-3426, Tempe, AZ 85282
Mar 30-31APPROVED$0.00
Certified Mail w/ Tracking (Form 8822-B)Mar 31TRACKING PROVIDED$0.00
Total PSC Services Provided -- March 2026$0.00

If These Services Were Billed Separately:

PSC EIN filing, research, Error 101 resolution, SS-4 prep~8-10 hrs @ $150 = $1,200-$1,500
IRS Form 8822-B prep, certified mail, tracking~3-4 hrs @ $150 = $450-$600
Strategy consultation, entity planning, tax analysis~4-5 hrs @ $150 = $600-$750
Total value provided at no charge~15-19 hrs = $2,250-$2,850

Address change is critical because when credit building begins on the PSC, lenders cross-reference the IRS address with the DUNS address and state filings. Everything must match.

Next Project -- PSC & Reverse Merger (Agreed, Not Yet Started)

On February 18, 2026, Derek reviewed and agreed to the full PSC & Reverse Merger investment breakdown:

"Sounds good to me, let's do the complete thing -- credit build out and merge and my personal on the next project. 5 years on the age Corp and we can begin as soon as I'm done with these last two payments on the first project so in a couple weeks."

-- Derrick Williams, February 18, 2026

Phase 1 -- Entity Formation & Structure

Personal Service Corporation Formation (state filing, EIN, articles, bylaws, operating structure, PSC tax election)Included
Aged Shelf Corporation Acquisition (5+ years, clean due diligence, good standing verified)$2,500 - $3,500
Reverse Merger Execution (articles of merger, board resolutions, shareholder consent, state filing, IRS notification)Included
Registered Agent (annual)Included
Credit Build-Out on Merged PSC EntityIncluded in Phase 2

Status: Waiting to Begin

This project starts after Derek completes his final Advanced Growth Plan payment ($1,080 due April 7, 2026). Derek specified he wants a 5+ year aged corporation for this project.

💰

Payments & Billing

Advanced Growth Plan -- Invoice #SMB-2026-0209-017

Multi-Layered Trust & LLC Asset Protection Structure | Total: $5,400.00 (35% off retail $7,500-$12,000)
5 bi-weekly payments of $1,080.00 each, due every other Monday

#Due DateDescriptionAmountStatus
1Feb 9, 20261st Trust Payment -- Multi-layered trust & LLC formation, entity structuring, registered agents
2Feb 23, 20262nd Trust Payment -- Business address setup, EIN applications, DaVinci Virtual Office configuration
3Mar 9, 20263rd Trust Payment -- Credit privacy file integration, DUNS registration, business credit foundation
4Mar 19, 20264th Trust Payment -- Business phone systems, email forwarding, website hosting, ongoing entity management
Paid early (due Mar 23). Per Derek's email: "I sent you another payment of 1080 this morning for trust holding account."
5Apr 7, 20265th Trust Payment (Final) -- Completion of all services, document delivery, CPA coordination$1,080.00Upcoming
Paid to Date4 of 5

Blue Diamond Development, Inc. -- Invoice #SMB-2026-03142

Aged Shelf Corporation Acquisition (Wyoming) | Total Paid: $3,299.00 | March 14, 2026

ItemDescriptionQtyAmountStatus
1Aged Shelf Corporation Acquisition -- BLUE DIAMOND DEVELOPMENT, INC.
Wyoming C-Corporation, 3.2+ years corporate age. Includes: stock transfer, corporate kit, Articles of Incorporation, Certificate of Good Standing, EIN confirmation, stock certificates, corporate resolutions, registered agent update
1
2Corporate Domestication Conversion (Originally Quoted)
CA to NM jurisdiction transfer -- NOT REQUIRED. Wyoming shelf corp was purchased outright, eliminating the need for domestication. Per invoice terms: "If the conversion becomes unnecessary because a corporation is able to be purchased outright that is equal to or greater than the purchased company, a credit will be added."
1($500.00)Credit
Total Paid
$500 Credit Deductions:
DT (AZ) DaVinci Virtual OfficeSetup/activation fee (est. ~$100 -- verify with DaVinci)-$100.00*Deducted
DT (AZ) DaVinci Month 1Business address @ $75/mo-$75.00Deducted
DT (AZ) DaVinci Month 2Business address @ $75/mo-$75.00Deducted
Remaining Account Credit*Setup fee approximate -- verify with DaVinci Virtual Offices~$250.00Available

Recurring Services

ServiceDescriptionFrequencyAmountStatus
Estate Vision Website + PhoneWebsite hosting, domain, phone system for estatevisionmgmt.comMonthlyTBDPending Setup

March 2026 Payment Summary

Total collected in March: $5,459.00
- Advanced Growth Plan payment #3 (Mar 9): $1,080.00
- Advanced Growth Plan payment #4 (Mar 19 -- paid early): $1,080.00
- Blue Diamond Development, Inc. acquisition (Mar 14): $3,299.00

Remaining trust balance: $1,080.00 (payment #5 due Apr 7, 2026)
Account credit (domestication not required): $500.00
Credit deductions (DT AZ DaVinci): -~$250.00 (setup ~$100 + 2 months @ $75/mo)
Remaining credit balance: ~$250.00

📋

Weekly Summaries

Week 1: March 1-7 (37 emails)

The month opened with continued Derrick's Transport account management and the delivery of Strategy Series guides mapping the business growth roadmap. On March 4, the CPN IRS EIN and DUNS setup was completed, and a press release was verified for premium distribution to 45+ media outlets. March 5 was a high-activity day with 14 emails covering "The Secret to Wealth" Volumes 1 & 2 delivery, SMB site issue resolution, and the Old EIN process guide. The 2nd trust payment ($5,400) was received on March 5, followed by the 3rd trust payment ($5,400) on March 7. Bank account issues were diagnosed and resolved on March 6, and USPS address forwarding was verified across all entities by March 7.

Week 2: March 8-14 (55 emails)

Week 2 focused on tax strategy and entity management. The Tax Returns, Funding Stages & Borrowing Power analysis was delivered March 8, giving Derrick a clear picture of his total financial position. March 9-11 centered on the Blue Diamond Development, Inc. acquisition -- CPA documentation for back tax filings was prepared, a service invoice was issued, profit strategy was analyzed, and the full transfer and domestication timeline (California to New Mexico) was created. DT and EVM were confirmed as not needing tax filings. The PSC IRS EIN process was initiated on March 12. Payment processors for Estate Vision Management were researched and set up March 13-14. The DLWET business address was established, and entertainment industry media passes were arranged.

Week 3: March 15-21 (78 emails)

The busiest week of the month. March 15 saw 16 emails covering EVM production access, credit repair updates, template improvements, and PAT testing. After a brief pause March 17-18, activity surged on March 19 with the Business Command Center access being granted and account updates. March 20 was a 23-email day covering tax filings confirmation, 80 PAYDEX score targeting, Business Zip Files delivery, The Secret to Wealth redistribution, multiple corp updates, and DT AZ/NM updates. March 21 completed the full corps list review and confirmed Blue Diamond Development, Inc. as the selected aged shelf corporation for acquisition and domestication.

Week 4: March 22-28 (69 emails)

Week 4 was dominated by Blue Diamond Development, Inc. buildout. Ben's Credit Central was configured March 22. BDDI logo design went through multiple revisions March 23-25, alongside securing a non-CMRA commercial address for DT in Arizona and DaVinci Virtual Office setup. Truck logos for "On the Road with DT & DLWE" were created in JPEG format. Blue Diamond organizational documents were signed March 25-27. A fraud report for Hampton Inn was filed March 27, and a DaVinci Virtual Office issue was diagnosed and resolved. March 28 delivered the EVM sales strategy, the Profit First Banking Blueprint, new DaVinci office for BDDI, and Blue Diamond address setup.

Week 5: March 29-31 (74 emails)

The final days were the most intense. March 29 saw 22 emails completing the Blue Diamond website, email, and address configuration. Website access was confirmed and transparency updates were delivered. March 30 was the peak day with 36 emails -- the SSN Disclosure Kit was delivered, "The Ghost Protocol" Volume One was sent, the PSC IRS EIN was approved with tracking, multiple business addresses were finalized, and the site went live. March 31 closed the month with PSC IRS EIN address change tracking, BDDI business address finalization, and full confirmation of all live services.

🔬

Considerations Moving Forward -- April 2026

High
Blue Diamond Development, Inc. -- Ownership Transfer -- Waiting on Derrick's new business address to finalize the transfer. Once address is confirmed, ownership transfer will be completed so Derrick can take full control of Blue Diamond Development, Inc.
High
PSC IRS EIN Tracking -- Approved and tracking pending as of March 31. Monitor mail delivery for the official CP-575 letter. Update address records once confirmed.
High
80 PAYDEX Score Monitoring -- Business credit files established. Monitor reporting cycles and ensure trade references are reporting correctly to Dun & Bradstreet.
Medium
Blue Diamond Development, Inc. -- Full Operationalization -- Website is live, docs signed, address confirmed. Next steps: bank account opening, payment processor activation, and first business credit applications.
Medium
Estate Vision Mgmt -- Monthly Services -- Website and phone system are ongoing services. Monthly billing amount needs to be finalized and recurring payment schedule established.
Medium
Blue Diamond Development, Inc. -- Back Tax Filings -- CPA documentation package was delivered. Follow up with CPA to confirm filing completion and request copies of filed returns for the acquired entity.
Low
DaVinci Virtual Office Consolidation -- Multiple DaVinci offices now active across entities. Review for consolidation opportunities or volume discounts.
Low
Press Release Distribution Follow-up -- Premium distribution to 45+ outlets was completed in early March. Track media pickups and backlink generation.
🔒

Security & Access Policy

256-Bit AES Encryption

All data on this page is encrypted using 256-bit Advanced Encryption Standard (AES-256), the same encryption standard used by the U.S. government, financial institutions, and military-grade secure communications. Every byte of data transmitted between your browser and our servers is protected by TLS 1.3 with perfect forward secrecy, meaning even if encryption keys were compromised in the future, past sessions remain secure.

Cloudflare Zero Trust Access

This page is protected by Cloudflare Access, a zero-trust security platform. Access is restricted to exactly two (2) authorized email addresses. When you navigate to this page, Cloudflare sends a one-time passcode (OTP) to your authorized email. This code expires in 60 seconds. No passwords are stored -- authentication is verified through your email provider's security infrastructure. All access attempts (successful and failed) are logged with IP address, timestamp, and geolocation.

Data Handling

  • No client data is cached on public CDN edge nodes
  • Sessions expire after 24 hours of inactivity
  • No cookies are stored beyond the authentication session
  • All server-side logs are encrypted at rest
  • No third-party analytics or tracking scripts are loaded
  • Page source code contains no embedded credentials or sensitive identifiers

DISCLAIMER: This progress report contains voluminous content associated with multiple business entities and hundreds of email communications. While every effort has been made to ensure accuracy, there may be minor errors in dates, amounts, or communications detail. No mistakes are intentional and any discrepancies are unintended.

For questions, corrections, or clarifications regarding this document, please contact:
support@startmybusiness.us | Subject Line: ATTN DEW