Strategy Intensives
Deep-dive strategy sessions designed to give you clarity, confidence, and a custom roadmap in just one day. Transform complex financial decisions into clear, actionable plans.
Choose Your Strategic Focus
Whether you're preparing for a major transition, optimizing your tax strategy, or positioning for funding, get the strategic clarity you need in one comprehensive session.
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VIP Strategy Day
A full-day reset to align your business finances with your vision.
Complete financial audit and analysis
Custom Founder's Financial Blueprint
Enough Number and profit targets mapping
12-month strategic roadmap
Hidden profit leak identification
Lifestyle-aligned business planning
Perfect for: Founders preparing for a pivot, scaling quickly, or needing clarity before a major decision like hiring, investing, or launching.
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Tax Planning Intensive
Keep more of what you earn with a tax strategy designed for founders.
Entity structure optimization review
Income stream tax analysis
Deduction maximization strategy
Retirement contribution planning
Legal tax reduction tactics
Compliance simplification plan
Perfect for: Entrepreneurs who want to stop overpaying taxes and turn tax season from panic into peace with a proactive, customized plan.
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Exit & Funding Strategy
Build your roadmap to raise capital or exit with confidence.
Due diligence financial preparation
Valuation and scenario modeling
Investor-ready KPI identification
Exit timeline and milestone planning
Financial story positioning
Succession planning framework
Perfect for: Founders planning for a big transition—whether that's scaling with investors, positioning for acquisition, or stepping back from day-to-day operations.