Entry
Quit OverPaying Assessment
For an owner who needs a focused read on where taxes and planning may be working against the business. You get a defined assessment and a clear next conversation.
$495–$1,500
Advisory & Offers
The right level of help for the next level of business.
The highest level of work is access to Darin’s judgment — not bookkeeping, tax returns, or documents.
Strategy
Branch Business Blueprint
For an owner ready to review tax exposure, structure, payroll, profitability, and wealth-building opportunities as one operating picture.
$3,500–$10,000
Implementation
Entity, amendment and strategy execution
For putting an agreed plan into motion, including entity work, amendments, and the strategy decisions that require follow-through.
$5,000–$25,000+
Advisory
Tax & Business Growth Advisory
For an owner who wants ongoing access to experienced judgment as tax, cash flow, growth, and business decisions change.
$2,500–$7,500/month
Private office
Family Office Advisory
For families and owners who need a high-touch strategic relationship across business, tax, and long-term wealth decisions.
$7,500–$15,000+/month
A clear standard for the Road Map
If I cannot identify potential financial value equal to at least twice your Road Map fee, you do not pay for the Road Map.
Recommendations may produce business improvements rather than a guaranteed tax refund, which is why the guarantee is written as “potential financial value.”
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