Strategy & Structure for Scaling Visionaries

Freedom, Independence, Clarity, Security, Business Valuation

Free Assessment - See if you Qualify

Scaling your business requires structure, strategy, and clarity from you. Not working harder.

Structure - I like the managerial simplicity and security provided by Close Series LLCs for Operational and Asset Management Subsidiary

Clarity - Process self-delegation. Each program or division operating like its own business, responsible to, and funded by its 'customers'.

Security - a strong offense is the best defense. Insurance should only be needed for natural disasters and accidents, not frivolous claims.

Freedom = Business Valuation - you will realize an exponential valuation when you own and guide your business, without working in it!

You will feel Freedom to take more operational risks.

Your team will be more confident making daily/weekly operational decisions.

Growth - Investing

Private Equity, Alternatives, Impact

Holding - Intellectual Assets

Value Optimization & Security

Development - Real Estate

By Land, Air, & Sea

Protection, Lease/Charter, & Tax

Driven by Purpose

Let us help you find Fulfillment

Grow Your Business

Simple, Clear & Secure Structure

Free Consultation

Better Work-Life Balance

Delegate with peace of mind

Free Consultation

Energize Your Company

Responsibility through Process Clarity

Free Consultation

For Established Strategic Business Owners ONLY

Subscribe for valuable tips. Will change your business.

See if you Qualify

Client Success Story - Inclusive Inc

"Fear of liability was paralyzing every board and partner discussion." Managing multiple related but dis-similar programs created chaos.

501(c)3 charities are businesses with the same needs for secure structure, consistent revenue, and measurable results, except with much more scrutiny.

Now every decision is filtered against The Plan. In 1 year we've realized 300% growth in revenue and public support and both are ACCELERATING!" It now feels like 100x impact in 5 years could be achieved in less time. New challenge: implementing the strategies faster.

USA Charity - Serving Quadriplegics Worldwide

For Established Strategic Business Owners Only

Secure Structure provides liability protection frivolous claims. Clarity provides mental freedom and natural focus. Team self-delegates and becomes more motivated and engaged through Process Responsibility.

We Succeed when you Succeed

Frequently Ask Question

Who Qualifies?

Strategic Business owners or nonprofit directors with revenues exceeding $500,000 or $150,000 per employee.

My revenues are less than $500,000 or $150,000 per employee, but I still want to work with you.

I can only onboard one new client per month and realistically not more than 10/year, quite likely less depending on size and complexity. I must be very selective of who is most likely to receive the greatest benefit and growth with drive and personality to follow through implementing the structure and strategies you decide to implement to realize clarity and ultimately the freedom that results in exponential business valuation.

If you do not yet qualify, keep using the structure you have for now. Sign up for my infrequent tips newletter. I will be launching a course to help you implement processes with your team to grow faster to the level where you will qualify.

If you are a qualified investor with more than 1 million USD in invested, we can help you with some of the same Asset Management strategies for liability and tax mitigation, allowing you to accept greater but controlled risk and realize faster growth and greater return on your investment.