
Monthly strategic CFO level consulting to create your
permanent business entity funding plan
This full-service business membership program includes everything from the Silver and Gold tiers, plus CFO-level guided strategies and ongoing business entity targets. It focuses on permanent integration of business finance and credit, helping you create a long-term financial plan to shift from personal to business credit. This plan is ideal for businesses with over $1,000,000 in annual revenue.




Gain expert financial insights to drive smarter, faster decisions.
Unlock high-level credit strategies to grow your business without personal risk.
Keep more of what you earn with personalized, CPA-backed tax plans.
Access hands-on expert support to scale with confidence and clarity.
Everything in the Gold Membership Plus:
Monthly CFO Level Strategy Credit and Capital Sessions
Guidance for debt leveraging and/or debt structuring
Insight, planning and tailored solutions for annual business entity tax strategies
Unlimited Fundability support with a trained advisor
Quarterly FP&A coaching strategies with your team
Year End Business Tax Prep for Federal Filing (State additional)
Optional Full Monthly Bookkeeping/Accounting and CPA Prepared Financial Statement Compilations
1 VIP Ticket to 1 bi-annual Magnify your Wealth Summit
(Savor exquisite lunches and dinners alongside other VIP Executives & Guest Speakers)