Never Hear “We Don’t Have the Money” Again!

Close More $50k To $250k Deals… By Showing Clients How To Pay Your Fees With Tax Savings They’re Overlooking

We work behind the scenes quietly uncovering legal tax savings your clients can use to create the liquidity to pay for your programs.

Result: we eliminate the “we don’t have the cash available” objection, you increase close rates, you raise prices with confidence, and you win bigger clients without adding delivery burden.

We routinely find up to 40% in tax savings… enough to fully fund high-ticket offers priced from $50k to $250K+ (or retainers of $10,000+ per month).

It’s Time To Get More Yesses!

  • You deliver transformational, high-ticket services to successful business owners.
  • They want it… but say they don’t have the cash.
  • That single objection is killing your close rate!

Our Solution

  • Unlock hidden tax savings inside your client’s business… savings they didn’t know they had.
  • Embed our experts invisibly into your sales process - we act like “Intel Inside” to fund your deal behind the scenes.
  • Deliver powerful, proven strategies used by billionaires and Fortune 500 companies, all without disrupting your client’s CPA or legal team (unless you want to).

Our Guarantee

If we don’t find enough tax savings to pay for your fee (out of new cash flows)
we pay your fee for them.

No risk. No excuses. Just closed deals.

The Results

  • Fund $50K to $250K+ offers with up to 40% in verified tax savings.
  • Cover $10K/month retainers using money your client already overpaid in taxes.
  • Boost your close rate by 30-70% by eliminating price objections.

Why High-Ticket Sellers
Choose Jarvis Morris

  • Eliminate the cash gap: Tax savings make your program instantly affordable.
  • Increase your close rate and raise your prices: Knowing buyers can say yes.
  • Stay the hero: We operate invisibly under your brand (white-label available).
  • Work with the best: Jarvis Morris is trusted by the Big Four firms, billionaire families, and elite advisors.

Who Our Best Partners Serve

Your audience is a match if they are business owners who:

  • Are U.S. taxpayers.
  • Have decision-making power over the entity (if they sold a majority stake to private equity, that’s likely too late).
  • Have a business with $1M to $10M of taxable annual income (not W-2 only).
  • Currently pay more than $500,000 per year in combined federal, state, and Medicare taxes.

How It Works

1.

Qualify prospects in 60 seconds.

  • U.S. taxpayer?
  • Decision maker(s)?
  • $500K+ annual tax liability?
  • Business with over $1M of K-1 income?
2.

Close with a commitment deposit (≈10% of your offer’s value).

3.

Book a Tax-Savings Discovery Call.

We identify and quantify the savings… always 100% legal and audit-ready.

4.

Guaranteed funding.

If verified savings don’t cover your program’s cost, we pay the difference!

5.

You look like a hero.

You’ve removed the #1 objection, freed up cash, and elevated your brand.

Special Launch Offer

For a limited time, the first 20 partners who sign up with us will receive:

1.

Free tax planning session ($30,000 value). We’ll run a complete tax planning session for you so you can capture the savings yourself and become a loud testimonial for your clients and prospects.

2.

Profit share. On top of funding your offer, you’ll receive 20% of the value of each client you refer… and any of their referrals. You’ll also participate in the equity value of that profit share as upside when we exit in the future.

FAQ

Does this replace our client’s CPA?
No. We complement them with proactive, specialized tax design.

Is it legal?
Yes. Our strategies are utilized by every highly regulated company on the New York Stock Exchange and NASDAQ.

What if a business generates less than $1M of taxable annual income for its members?
We can explore options for clients currently paying $250,000 per year in taxable income, but the guarantee to pay your program fees if we can’t find the savings starts at $1M.

How fast can results appear?
Often within 7 days of making structural changes.

Can we use this structure for our own business?
Yes. Our onboarding process for partners includes showing you how our planning will help you improve after-tax profitability and free cash flow. You can use that extra money for investments, acquisitions, or tax-efficient executive compensation for your partners.

Need Our Help?

Are you a business owner interested in working with us?

Click here to learn more about our tax optimization services.