WORTTTHBuilder Offering
This is a strategic offering where we gain a better understanding of:(Onboarding OR Stand-alone offering)
This is a strategic offering where we gain a better understanding of:
- Who you are.
- Your purpose.
- Your business.
- Your goals (both personal and professional).
Our offering is performed through a potential investor’s lens. As part of the offer, we perform a detailed forecast and valuation, identify potential risks and key improvements and provide strategic insight to forecast/project a path to reach your desired goals.
Our commitment includes six meetings covering the following:
- System and Scheduling
- Discovery
- Review and Financial Strategy
- Forecasting
- Valuation Discussion and Debrief
- Strategic Deployment and Next Steps
Transform Tomorrow Together Offerings
- Monthly bookkeeping
- Dynamic Monthly Reporting and Strategic Commentary
- Reconciliations
- Annual VIP in-person Strategic Day (dependent on Tier)
- Regular Financial Strategic Meetings (dependent on Tier)
- Semi-Annual Personal Wealth Advisor Meetings (with your CFP)
- Taxes (Business and Personal)
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- Annual Filings
- Quarterly Tax Estimates
- Semi-Annual Tax Planning Meetings
- Tax Notice Support
Other Advisory Offerings
Valuation and Deal Consulting
* Discovery call and Valuation Education
* Perform Valuation of business/asset using relevant methodologies
* Valuation Debrief and Discussion
* Implementation or Next Steps
Valuation and Deal Consulting Deal Advisory and Negotiation
- Engagement dependent but may include due diligence, negotiation, investment memorandums and finance assistance.
Culture Values Assessment
- Values and Culture Education Session
- CVA Assessment
- Analysis of results
- Half Day Facilitation and Debrief
Cancellation and Refund Policies
Any cancellation of our services requires 30 days’ notice – Either we or you may end the service agreement on 30 days’ written notice. Fees payable on termination – You agree to pay us for all services we perform up to the date of termination. Any contingent element of the fees will remain payable in accordance with the agreement. If a contingent fee cannot be paid for regulatory reasons, you agree to pay for the work carried out under the contingent fee arrangement on the basis of time spent, unless alternative arrangements have been agreed. Any fees paid to us in excess of the services we have performed up to the date of termination will be refunded to you.