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Our Process To Maximize Your Business Potential
First Meeting
The first time we talk, we want to get to know you and learn a little bit about your business. The size of your company, number of employees, and objectives will help us determine which of our services would be appropriate for you. We can choose a path forward from there.
Quick Estimate
With as little as 15 minutes and answers to a few questions about your company, we can identify ways that we can put money in your pocket without disrupting your business. We use our proprietary app to calculate potential benefits based on your answers. If we determine there may be a benefit to your company, we will explore your situation in more detail and create a plan to work together.
Customized Solution
Each company we work with has different needs and objectives. As a result, our approach is customized to each client. While we can quickly give you an idea of the types of benefits we may be able to offer your company, maximizing your profitability will require additional conversations.
No Fee For Consultation
With the exception of some of our business growth products, we work on contingency, which means you don't pay for our services unless we find a benefit and you choose to work with us.
Includes Your Current Advisors
Our services are not intended to replace your current financial advisors in any way. We are happy to work directly with your team at no additional cost.
Over 95% of businesses we speak to qualify for one or more of our services.