Solutions
Tax Savings BluePrint and Strategy Implementation
Lower Taxes * Higher Profit * Greater Wealth
Free Tax Savings Assessment
Free 30 minute Meeting with our CPA to see if you qualify for our proven tax strategies. Schedule your Welcome Meeting Today:) See Below
Tax Savings BluePrint
Our CPA will provide a professional personalized written plan to legally save you thousands of dollars on an annual basis. You can take this plan to your existing CPA for implementation or we can refer to our CPA network for implementation. (Includes 50 min consultation time with your existing CPA). Guaranteed to provide Tax Strategies worth 5X your fee in 3 Year Tax Savings.
Tax Strategy Implementation
A Plan without Implementation is worthless. We walk you through step by step the steps needed to implement your tax strategies and protect you from an IRS audit. We associate with the very best specialists for advanced strategy implementation.
Ideal Exit Plan
Plan the ideal exit and succession for you and your business with a Professional Exit Advisor. Your advisor will use our 7 Step Planning System to tailor a unique solution for you to optimize your business value and after tax cash to the owner.
One on One Ideal Exit Plan
Your Professional Exit Advisor will meet with you either on site, at our office, or by telephone three times a month to design the ideal plan for you and your business. Guaranteed to provide you over $50,000 in Tax Savings.
Ideal Exit Plan Group
You will be matched with like sized business owners in groups of ten and will design the ideal succession plan as a group. Experience the power of group synergy and problem solving as you embark on the exit and succession journey together.
ValueBuilder
The Value Builder System™ is a statistically proven methodology designed to improve the value of a privately held business. After analyzing more than 30,000+ businesses, analysts at The Value Builder System™ have discovered that companies with a Value Builder Score of 80+ received offers that are 71% higher than the average-scoring business.
One on One ValueBuilder
Your Certified Value Builder will meet with you at your office, our office, or by phone for 90 minutes three times a month.
ValueBuilder Group
Your Certified Value Builder will facilitate your group of 10 like minded and like sized business owners three times a month by GotoMeeting .
All of your products and services are backed with an unconditional 30 day money-back guarantee.