Preliminary Diagnostic
Begin the conversation.
The Preliminary Diagnostic is offered to established, profitable business owners: often $1M+ in annual revenue, but more importantly facing meaningful tax, wealth, liquidity, succession, estate or retirement complexity. If your situation falls outside this, we’ll say so and, where possible, point you to a better resource.
- Complimentary for qualified owners
- No documentation required
- About 45 minutes
Application
Tell us about the business.
The Preliminary Diagnostic is offered to owners of established private companies, often $1M+ in annual revenue, though revenue is not the only test. Fit depends on complexity, profitability, ownership concentration, tax exposure, liquidity, succession or exit issues and the nature of the event. If your situation falls outside this, we will say so and, where possible, point you to a better resource.
- Four short steps
- Complimentary, no obligation
- We respond within two business days