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Essential Business Basics for Private Investigators
Highest Rated
Rating: 4.8 out of 5(91 ratings)
334 students

Essential Business Basics for Private Investigators

Secrets to a Successful PI Business
Highest Rated
Created byJohn Morris
Last updated 4/2021
English

What you'll learn

  • What Business Structure Should You Use
  • How to Select a Business Name
  • How to Setup a Business
  • Do You Need a Federal Tax ID - Employer Identification Number (EIN)
  • What Business Licenses Are Required
  • What Professional Licenses are Required to be a Private Investigator
  • What Bank Accounts Should I have
  • What Accounting System Should I Use
  • What Payment Types Should I accept
  • How can I accept Credit Card Payments
  • Working with Private Clients
  • Working with Attorneys and Law Firms
  • Working with Insurance Companies
  • Case Management Systems
  • What Should my Website Include
  • Networking Opportunities
  • Business Card Necessities
  • Online Marketing Opportunities

Course content

1 section • 8 lectures • 1h 36m total length

  • Introduction3:35

    Introduction for the class, myself, and outline of the class Essential Business Basics for Private Investigators.

  • How to Setup Your New PI business14:12

    We will discuss how to choose a business structure for your business. Selecting a Business Name for your new PI Business. Discover the necessity of an EIN. Learn about Bonding, Insurance and business as well as PI licensing necessities.

  • Creating Your Business Presence19:01

    Review the necessity of a physical address for your business. Business phone options. Professional Website Development. SEO (Search Engine Optimization). Professional business email and business cards.

  • Accounting for Your PI Business15:04

    Needed bank accounts and accounting systems. Types of payment to accept, and types fo payment to not accept. Credit card processing options and fun fact about taxes.

  • Pricing My Services11:21
  • Contracts9:34

    Importance to having a contract. Minimum requirements for your contract. How to obtain a contract.

  • Working with Clients20:40

    Discussion about working with private clients, attorneys, law firms, insurance companies and sub contract companies. Taking a look at Case Management software & systems for private investigators.

  • Class Wrap Up2:59

    Class Review and Wrap Up! Congratulations!

Requirements

  • No minimum requirements or prerequisites

Description

Welcome to the fascinating and mysterious world of private investigations. One of the fastest growing entrepreneurial businesses in the United States is the field of private investigators. Not only is it exciting it is also financially rewarding and an easy to enter career for most people.

Desire, hard work, and determination is what differentiates the successful private investigator from the rest of the crowd. Those PI’s that are willing to listen, invest in their future, and become life-long learners are the ones that rise to the top.

This course has six primary topics. While many of these could be taught in their own course, I have chosen to teach them in one to ensure you get the most benefit, the biggest bang, for your buck. These topics resonate with myself as I look back many years ago to when I started as a PI. There were very few resources available to the new private investigator and even fewer veteran private detectives that were willing to give up the secrets to potential competitors.

This course is a simple guide that will walk you through, step by step, as you setup your new private investigator business. From choosing a name for your business to what licenses you will need. From how to set your PI hourly rate to contract essentials. From retainer calculations to working with clients. This class has everything you will need to get you up and running your new private investigations business.

Notes:

- This course is created for educational purposes only.

- This course is not meant to provide, nor should it be construed as, legal, or financial advice.

- It is recommended that you seek professional legal and financial advice to answer questions related to your situation.


Who this course is for:

  • New Private Investigators
  • Aspiring Private Investigators
  • People Interested in the Basic Fundamentals of a PI Business

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