Business Freedom 360™

The Confidential Briefing Every Founder Should Have Before Filing Another Return or Planning Another Year

You Built the Business. Now Make Sure It’s Building Freedom.

Most 7- and 8-figure founders are stuck in a frustrating cycle:

  • Revenue is growing

  • The team is expanding

  • But taxes are still painful—and clarity is still missing

They’re making real money but still feel like something’s off.

Business Freedom 360™ is your confidential command center: a customized strategy suite that shows you where you’re overpaying, where your business is leaking value, and exactly how to fix it—fast.

Who It’s For

Built for Founders Earning $500K to $10M+

This isn’t for startups.

This isn’t for tire-kickers.

This is for founders who want clarity, savings, and a strategic plan that aligns their business, finances, and life.

You might be:

Tired of working harder just to hand more to the IRS

Wondering if your CPA is missing something

Thinking about scale, succession, or exit—but unsure where to start

Feeling buried in complexity with no clear roadmap out

If that’s you, you’re in the right place.

What You Get

  • This isn’t a course.

  • This isn’t consulting.

  • This is a curated stack of founder-level tools and insights—designed to create clarity and momentum now.

The Business Freedom 360™ Suite:

Everything you need to build clarity, profit, and freedom
included in a one-time $2500 fee.

Executive Field Manual

$25

Actual Value

A tactical workbook to get aligned and take action fast.

Start here. This short, powerful guide helps you cut through the noise and take control across all three dimensions: business clarity, personal leadership, and freedom planning.

Includes templates, alignment tools, and habit trackers.

Business Intelligence Briefing

$2,500

Actual Value

Your personalized business health and performance diagnostic.

A full analysis of your structure, scalability, and silent vulnerabilities using the TriMetric Lens:

Business Health • Executive Performance • Life Quality

This is your founder’s truth file. No fluff. Just insight. What’s working. What’s not. What to fix first.

Confidential Ops Plan

$2,500

Actual Value

A clear 90-day execution roadmap using our CSI™ framework.

We turn diagnosis into action.

You’ll receive a strategic, prioritized implementation plan:

  • What’s broken and costing you

  • What to fix now vs. later

  • Who should do what—and when

Whether you implement it with us or not, you’ll walk away with a founder-level playbook for traction and freedom.

Mission File 360: Advanced Tax Strategy Briefing

$1500

Actual Value

The elite-level tax plan your CPA never built.

We show you what’s been missed—and how top founders save $25K–$250K annually with proactive, court-backed strategies.

Includes:

  • Step-by-step Tax Strategy Plan

  • Entity optimization

  • Compensation + distributions

  • Long-term planning for wealth, not just tax

Built by strategists. Backed by law. Designed for legacy.

TriMetric Mastery Series (TMR101 + TMR202)

$1500

Actual Value

Where strategy becomes second nature.

Learn our complete framework for tracking what matters, aligning your decisions, and building a business that fuels—not drains—your life.

  • Operational diagnostics

  • Leadership alignment

  • Fulfillment-focused execution

This is your systems thinking curriculum—so you’re never winging it again.

Bonus: TriMetric Snapshot + 360 Strategy Kickoff Call — Included

You’ll meet 1-on-1 with a certified TriMetric strategist to interpret your scores, clarify your biggest leverage points, and set a clear action plan for the next 90 days.

  • This is where clarity turns into momentum.

  • No pressure. No upsell. Just strategy.

Total Value: $8,025

Your Price Today: $2,500

Clarity like this usually comes after a $25K engagement.

We made it available for a fraction—because the sooner you see the truth, the faster you build freedom.

“From Frustration to Freedom"

Real Story: Joe the Arborist

Josiah runs a $1.2M tree service company.

He came to us frustrated by a $90K tax bill—and no strategic support from his CPA.

We found over $30K in missed savings, restructured his business, and delivered a clear 90-day plan.

Today, Joe the Arborist has more clarity, more profit, and more time with his family.

You could be next.

This Isn’t for Everyone

We’re not for the curious.

We’re for the committed.

If you just want a quick tax tip or to vent about your CPA—this isn’t it.

If you're ready for strategy grounded in your real numbers, giving you actionable insight and high-confidence decisions—this is your next move.

Why It Works

Most tax pros only look backward.

Most coaches only look inward.

Most advisors only push what they sell.

We look at the whole picture.

Because if your business, finances, and personal life aren’t aligned—nothing truly works.

“Most founders I meet are working harder than ever—and getting less for it. This system fixes that. It’s the strategic reset I wish I had 10 years earlier.” -Scott

Ready to See What You’ve Been Missing?

After you join, you’ll receive:

  • Instructions for uploading your tax return and basic financials

  • Immediate access to the TriMetric Mastery Series

  • A link to book your Snapshot + 360 Strategy Kickoff Call

  • Delivery of your complete Business Freedom 360™ strategy suite

To ensure quality and personal attention, we only onboard 5 founders per month.

Don’t wait for tax season or burnout to force change.

Choose clarity now.

Frequently Asked Questions

What if I already have a CPA or tax advisor?

Great—keep them. We’re not here to replace your CPA; we’re here to give you what they typically don’t: proactive strategy. We often partner with CPAs after our review to help implement the plan we uncover.

Do I need to prepare anything before the review?

Just your most recent business tax return and some basic financial info (like annual revenue and entity type). We’ll guide you through exactly what’s needed after checkout.

How is this different from a free tax consultation or generic business audit?

This is a founder-focused strategy suite, not a sales pitch. You’ll walk away with actual insight, a customized action plan, and a clear roadmap—whether you work with us further or not.

Is this just about taxes, or will you look at my business as a whole?

We go beyond tax. Our TriMetric diagnostic covers Business Health, Executive Performance, and Life Quality—so you can make decisions with total clarity and alignment

What if you don’t find any savings or opportunities?

Then you’ve bought peace of mind—and we’ll tell you honestly. But in 93% of reviews, we uncover immediate opportunities to reduce tax liability, simplify structure, or unlock dormant value.

How soon will I get my reports and plan?

 After your Snapshot call and document upload, we typically deliver the full Business Freedom 360™ suite within 7–10 business days.

You’re in Good Hands

We only take on a handful of new clients per month so we can deliver white-glove strategy at every step. Your information is always handled securely and confidentially.

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