The Start-up phase is the most challenging phase. You'll be working 80 hours a week to build the business of your dreams. This stage can be overwhelming, but we are here to help.

During the startup phase, we guide you every step of the way. We assist with setting up an LLC or an S-Corp, checking your eligibility for grants, securing funding, handling credit card processing, and finding attorneys (especially for partnerships). We can also connect you with mentors or business coaches in your industry. Our goal is to help you transition out of this phase and into the next as quickly as possible.


In the growth phase, you’re making money and ready to hire extra help to take your business to the next level.

Delegation is crucial here. We provide the tools to help you delegate tasks that you, as the business owner, shouldn’t be doing. You’re growing a company; it's time to leave the menial tasks behind.

We offer exceptional virtual assistants to lighten your load, help with SOPs, discuss tax strategies and potential credits, and introduce you to employee benefits, life insurance, business insurance, fractional CFOs, and business travel systems.

Our goal is to propel you into the final phase—the reason you became a business owner in the first place.


This is the final phase—the phase every business owner dreams of when they take that first leap of faith. The Wealth Phase. Our mission is to get you to this level.

In this phase, your business is firing on all cylinders. You’ve mastered delegation, built a team, and are making money.

The question now is, what’s next? Where do you go from here?

It’s crucial to have a plan in this phase. You’ve made your money; now, what do you do with it? We introduce you to top financial advisors, the world of infinite banking, leading trust attorneys, real estate syndications, and other investment opportunities. Finally, we help with exit strategies.

Our goal is to create passive income for the rest of your life and to pass your wealth down through the generations.