THE ENTREPRENEUR’S BOARDROOM™
Your Financial Team for Structure, Strategy, and Wealth
The Entrepreneur’s Boardroom is where business owners bring Ms. Business and her strategic partners in as their financial team to implement the structure, tax strategy, investment strategy, legacy and wealth plan needed to grow and protect their business.
6-Month Financial Advisory Program
Tax Strategy, Structure & Wealth Implementation
Direct Access to Ms. Business & Strategic Partnersntation
What You Receive Inside The Boardroom:
1-on-1 Entity Structure Strategy Session with Ms. Business — $5,000 Value
Stacked Entity Strategy Map (Business Structure Blueprint) — $2,500 Value
Entity Formation — $1,500 Value
Prior Year Tax Return Review & Amendment Strategy — $4,500 Value
Custom Tax Planning Strategy — $15,000 Value
Personal & Business Tax Preparation — $4,000 Value
Personal Financial, Investment & Retirement Strategy Plan — $6,000 Value
Custom Life Insurance Strategy — $3,500 Value
Custom Trust, Will & Power of Attorney — $10,000 Value
Funding Strategy Sessions — $5,000 Value
Bi-Weekly Financial Strategy Advisory Calls with Ms. Business & Strategic Partners — $12,000 Value
In-Person Mastermind Experience – Toast to the Vision (T2TV) — $7,500 Value
CEO Rounds: Open Q&A + Strategic Check-Ins — $5,000 Value
What Happens Inside the Boardroom...
Inside the Entrepreneur’s Boardroom, you enter as the CEO and bring in a financial team to help implement the strategies necessary to grow, protect, and structure your business.
Over the course of six months, you will work with Ms. Business and strategic partners to build the financial infrastructure behind your business.
See What Happens When Entrepreneurs Build the Right Financial Team!
Entrepreneurs inside the Boardroom gain clarity on their
business structure, tax strategy, and long-term wealth planning.
Entrepreneurs Inside the Boardroom...
How We Support You Inside the Boardroom
Entity Structure Strategy
Work directly with Ms. Business to evaluate your current business structure and determine the optimal entity strategy for tax savings and asset protection.
Custom Tax Planning
Develop a customized tax strategy designed to reduce your tax liability and improve how your business operates financially.
Financial & Wealth Strategy
Build a long-term plan that includes investments, retirement strategies, and wealth-building opportunities aligned with your business goals.
Asset Protection & Trust Strategy
Establish legal protections for your assets through trusts, estate planning, and ownership structures.
Funding Strategy
Identify opportunities to access capital and funding to support the growth of your business.
PROGRAM DETAILS
6-Month Program
INVESTMENT:
$15,000
PAY IN FULL BEFORE ORIENTATION:
$12,000
PROGRAM CAPACITY
Boardroom Seats 80
To secure your spot, a $2,000 deposit is required.
Fill out the form below.
Enter The Boardroom
The Entrepreneur’s Boardroom is designed for business owners
who are READY to implement real financial strategy and build long-term wealth.
THE BOARDROOM OPENS IN...
