top of page

Advisory Engagement Levels

Structured advisory relationships designed for owners who require ongoing oversight, not one-off transactions.

  • OperatorIQ™

    2,500$
    Every month
    +$5,000 Financial Governance Framework
    Designed for owner-operators who need financial structure, control, and defensible tax positioning. Included the foundational OperatorIQ™ governance framework.
     
    • Accounting Oversight & Data Integrity
    • Shareholder-Employee Compliance
    • Ongoing Tax Governance & Planning
    • IRS Accountable Plan Oversight
    • Entity Governance & Compliance
    • Shareholder Basis & Capital Tracking
    • Quarterly Tax Projections
    • IRS & State Pre-Audit Notice Oversight
    • Integrated Single-Entity Tax Reporting
    • Strategic Planning Sessions (2/Year)

  • GrowthIQ™

    3,500$
    Every month
    +$7,500 Financial Governance Framework
    Designed for owner-operators whose business has outgrown single-entity decision-making. Includes the full OperatorIQ™ framework, expanded for dual-entity governance oversight.
     
    • Dual-Entity Accounting Governance
    • Dual-Entity Planning & Oversight
    • Inter-Entity Cost Allocation Oversight
    • Owner Compensation Strategy
    • Dual-Entity Shareholder Basis Tracking
    • Corporate Retained Earnings Strategy
    • Dual-Entity Governance Support
    • Elevated Compliance Risk Review
    • Integrated Dual-Entity Tax Reporting
    • Strategic Planning Sessions (4/Year)

  • LegacyIQ™

    5,000$
    Every month
    +$10,000 Financial Governance Framework
    Designed for owner-operators with long-term legacy objectives. Includes the full GrowthIQ™ framework, extended for trust coordination, estate alignment, and multi-generational oversight.
     
    • Multi-Entity Accounting Governance
    • Integrated Multi-Entity Tax Strategy
    • Trust Governance Oversight
    • Estate & Asset Protection Coordination
    • Capital & Liquidity Optimization
    • Unified Business-to-Estate Alignment
    • Income Tax Treatment Oversight
    • Retirement Governance & Coordination
    • Integrated Multi-Entity Tax Reporting
    • Strategic Planning Sessions (6/Year)

bottom of page