Ask questions before making decisions, big or small
Operate their own businesses
Understand the value of building a team of advisors to help them run their business
Want to focus on their highest value activity
Interested in leveraging technology
Know what they want
Work collaboratively with their CPA and other advisors
The only new clients we accept are business clients – for profits, and nonprofits.
The businesses that get the most value out of working with us are dynamic and growing.
They usually have annual revenues in the $1 million to $10 million range.
Their owners/CEOs/executive directors have business and personal goals they are trying to achieve and they know that proactive planning is the key to achieving them.
We have close relationships with our clients and we support them year-round.
We listen to our clients to determine what they are trying to achieve. Then we diagnose their situation, and develop plans to help them succeed.
Our pricing starts at $6,000 per year. Most clients pay us monthly. There is no hourly billing. All needed services are packaged and priced as a bundle. Unlimited access to all our team members is included in every package.
We respond to our clients’ communications within 24 hours, and they never, ever, receive a surprise bill from us.