For established entrepreneurs; $1M–$5M revenue
Setup Investment: $7,500+
Monthly Advisory Retainer: $1,500–$3,000
What they get:
Everything in Builder +
Personal CFO services (full financial oversight)
Advanced tax architecture (multi-entity; trust integration; income shifting)
Investment strategy (public + private markets)
Capital allocation planning (business vs personal vs liquidity)
Compensation structuring (salary/dividends/distributions)
Monthly financial reporting review (P&L; balance sheet; KPIs)
Direct coordination with CPA + bookkeeper
For established entrepreneurs; $1M–$5M revenue
Setup Investment: $7,500+
Monthly Advisory Retainer: $1,500–$3,000
What they get:
Everything in Builder +
Personal CFO services (full financial oversight)
Advanced tax architecture (multi-entity; trust integration; income shifting)
Investment strategy (public + private markets)
Capital allocation planning (business vs personal vs liquidity)
Compensation structuring (salary/dividends/distributions)
Monthly financial reporting review (P&L; balance sheet; KPIs)
Direct coordination with CPA + bookkeeper
