Strategies and Guidance

Strategies and
Guidance

We offer strategies and guidance that the banks, government and the financial services industry don’t want you to know.

The more you know, the less you lose

Are you working IN your business, or ON your business?

  • Learn to reverse your logic and start working ON your business.
  • Learn how your money can do double, even triple, duty.
  • Be in a position to NEVER need a bank again (for anything)
  • Learn how the IRS will PAY YOU to make capital improvements to your practice.

We assist you in working ON your business.

You have put EVERYTHING on the line to be in business for yourself. We all have heard the rumors (behind our backs) from staff and others, that we ‘Must be rich, because we own our own business’. If they only had a clue what it takes (or took) to get to where you are today.

1

Business Plan

Having a Business Plan is key for every Practice Owner. If you have one, when was the last time you reviewed it? If you are like most, that hasn’t happened in a REALLY long time. Without annual reviews (or more), you wont have a guide to use to tweak and modify as the business climate warrants (COVID as an example).

2

Succession Plan

Having a Succession Plan is key for every Practice Owner. If you have one, when was the last time you reviewed it? If you are like most, that hasn’t happened in a REALLY long time. Without annual reviews (or more), you won’t have a guide to use to tweak and modify as the business climate warrants (COVID as an example).

3

Working ON Your Business

Learn to reverse your logic and start working ON your business:

YES!!! (You noticed) The first 2 items are EXACTLY the same, except for the words Business and Succession being different.

The reason being, they go hand in hand. Without one, you can’t efficiently have the other. It’s equal to a one-legged man vs. a two-legged man, crossing a finish line. BOTH can reach it, but 1 can do it faster and more efficient than the other.

4

Planning

Having a living/breathing Business Plan and Succession Plan are working ON your business. You are planning for the future and these two documents assist you in getting there.

Don’t get me wrong, you need to work IN your business. But that is the day-to-day operations. Working ON your business is the planning for the future that allows you to achieve the goals you have.

5

Do More With Your Money

What if we can show you how $1 can do double, triple, even quadruple things. We can. 

  • We can show you how to build an account that allows you to spend the money in that account, and that account continues to grow as if you never touched the money.
  • We can show you how to build an account where you can spend the money within that account and it would be replenished, upon your passing, to be left to your heirs.

6

Never Need a Bank Again!

Being in business, we find ourselves in a position where we need some additional money (that we don’t currently have). So where do we turn? Some banking institution. You need to provide your latest tax returns, Schedule C, a P&L from your CPA, latest lab work and proctology results.

What if we can show you to be in a position to NEVER have to do any of that again? Wouldn’t that be nice?

Real Strategies For Your Business

We have strategies that show practice owners how the IRS can (and will) actually pay them to make upgrades. Depending upon the tax bracket you currently are in, we can show you how you can borrow (from yourself) and the IRS will actually PAY YOU, to do that.

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