Advanced Business Services

Expert Financial Insights

Many so-called "outsourced CFO services" are little more than glorified bookkeeping controllers in disguise- focused on cleaning up the past, not guiding your future. You need an expert CFO not a broken record that tells you to try x or y drivers to fix revenue, profit, or cashflow. Don't be misled into paying for an unearned title. What you want is Enhanced Tuning of your economic engine.

We help you Manufacture Enterprise Value

Innovative CVO Services designed to give you access to advice that once only large companies could afford. Clarity. Focus. Value acceleration. All in one methodology. Do you know how much opportunity is hiding in your business? Start the VOP Value Opportunity Profile and find out.

Multiply your Exit Options

Our Exit Preparedness, Exit Planning, and Exit Transaction Support services are level 3. We don't just talk about exit planning, we are not just one of the subjects matter experts around the table. We integrate the usually isolated and conflicting parts of your exit portfolio into a unified system.

Complex Entity Design/ Architecture

LLC, Trust, Partnerships, Ownership percentages, family offices, land... it can get messy over time. Operating entities, holding entities, trust structures, investment pools, and control structures can create significant dangers, extra taxes, management drag, and technology debt . We need to looked at by a Business Advisor, Business Attorney, and Business Accountant together for the health of a complex entity, and the people it serves.

Strategic Design to Business Planning

Strategic Design is normally the missing piece of most "Strategic Planning" projects. If you get everyone rowing very efficiently but in the wrong direction, then you are not just missing out on revenue... you are missing out on time. You must set the rules of your own game, before you can begin to game plan.

Master Planning Coordination

We work collaboratively with your other advisors to make sure everything personal, business, family, and legacy gets done. We prepare the wealth for your family, and we prepared your family for the wealth.

While this does include Digital Assets, Core Trust, Video Will, and Ethical Will Packages, it:
Does not include 3rd party Attorney Fees from advanced strategies., nor can it include Complex Entity or Governance Planning.

For $12,000 one time: can be paid monthly:
No commissions, no hidden fees, just great value.

• Total Assets In Motion Map to See it

• Asset Protection Initial Analysis

• Legacy Planning Video and Documents: Letters of Intent, Ethical Wills

• Coordination with Appropriate Financial, Legal, and Tax Professionals

• Estate Planning Document Prep: Last Will & Testament, Revocable Living Trust,

  Durable Power of Attorney, Advance Healthcare Directive / Living Will, HIPAA Authorization, Beneficiary Designations (IRA, 401(k), Life Insurance), Trust Funding Documents, Business Continuity Instructions

• Integration Alignment:
  Ensure Titling & Beneficiaries Align With Plan
  Integrate Buy-Sell Agreements & Continuity Plans
  Coordinate with Business Structures ,
  Gifting Strategies & Family Limited Partnerships

Legacy, Estate, Asset, Protection L.E.A.P. Planning Coordination

Core Estate Planning Coordination

While this does include Digital Assets, Core Trust, Video Will, and Ethical Will Packages, it:
Does not include 3rd party Attorney Fees from advanced strategies., nor can it include Complex Entity or Governance Planning.

For $6,000 one time: can be paid monthly:
No commissions, no hidden fees, just great value.

• Total Assets In Motion Map to See it

• Legacy Planning Video and Documents: Letters of Intent, Ethical Wills

• Coordination with Appropriate Financial, Legal, and Tax Professionals

• Estate Planning Document Prep: Wills, Revocable Living Trust, Durable Power of Attorney, Advance Healthcare Directive / Living Will, HIPAA Authorization, Beneficiary Designations,Trust Funding Documents