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).
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.
Your audience is a match if they are business owners who:
We identify and quantify the savings… always 100% legal and audit-ready.
If verified savings don’t cover your program’s cost, we pay the difference!
You’ve removed the #1 objection, freed up cash, and elevated your brand.
For a limited time, the first 20 partners who sign up with us will receive:
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.
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.
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.
Are you a business owner interested in working with us?
Click here to learn more about our tax optimization services.