Business Freedom 360™
Complete Business Health Diagnostic
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Founder Freedom Roadmap
...Including your 12-Quarter Strategic Preview, 90-Day CSI Plan, and recommended first 6-week sprint plan
You built the business.
Now it's time to ensure it is building freedom, value, and optionality for you.
Most founders reach a tension point where the business looks successful on paper, but still depends too much on them.
Revenue may be growing.
The team may be expanding.
The company may be profitable.
But the founder still carries too many decisions, too much complexity, and too much uncertainty about what to fix next.
Business Freedom 360™ gives you a clear, strategic view of where freedom, profit, and enterprise value may be trapped — and what to address first.
This is not a generic business audit.
It is a founder-level diagnostic designed to help you make better decisions before you invest more money, hire more people, pursue more growth, or prepare for succession or exit.
Who It’s For
Business Freedom 360™ is for founder-led companies that want more clarity, stronger leadership infrastructure, better financial visibility, and more owner freedom.
It is especially useful if you are:
Trying to build a business that can run with less dependence on you
Thinking about growth, succession, or exit, while Carrying too many decisions yourself
Unsure what is really limiting profit, performance, or value
Wondering what to fix first before making bigger strategic moves
If that feels familiar, Business Freedom 360 may be the right next step.
What You Get
Business Freedom 360™ includes:
A complete Business Health Diagnostic dashboard
A Founder Freedom Roadmap that includes:
A 12-Quarter strategic perspective
Your current 90-Day Critical Strategic Implementation Plan
A recommended first 6-Week Sprint plan
A review of the key constraints limiting profit, business health, owner freedom, and value
A Freedom Lever Impact Map showing where focused effort can create the greatest improvement
Constraint findings, including owner-dependency risks
Cost of Chaos findings, where revenue-generation waste or misalignment is identified
An AI Opportunity Review identifying where intelligent systems, automation, or AI agents may reduce workload, strengthen execution, and decrease owner dependency
An Advanced Tax Strategy Briefing
The Advanced Tax Strategy Briefing:
Our tax strategy review looks for potential missed opportunities, unnecessary exposure, entity or compensation issues, and areas that may deserve deeper planning. Does not replace tax filing, but gives you strategic questions and opportunities to review with your current advisors or BFA’s tax strategy resources.
The Outcome
You walk away knowing:
What is limiting profit and business performance
Where owner freedom may be getting trapped
What may be suppressing enterprise value
Which Freedom Lever should receive attention first
Where potential tax-strategy opportunities may exist
What to fix now versus later
Where AI, automation, or intelligent systems may create meaningful leverage
What the next 12 quarters should build toward
What the next 90 days should prioritize
What the first 6 weeks should address
Whether you should implement the plan yourself or seek additional support
The goal is to reduce complexity, create clarity, and give you truth, priority, and a clear next move.
One-Time $3,500 Diagnostic
and Strategy Engagement
“From Frustration to Freedom"
The Story of Joe the Arborist
Joe runs a $1.2 million tree-service company.
He came to us frustrated by a $90,000 tax bill and the lack of proactive strategic support around the business.
Our team identified more than $30,000 in missed tax-saving opportunities, helped clarify changes to the business structure, and developed a focused strategic plan.
Today, Joe has greater clarity, improved profitability, and more time with his family.
This Isn’t for Everyone
Business Freedom 360™ is not for someone looking for a quick tip, a simple business score, or someone to validate a decision they have already made.
It is for founders who are willing to look honestly at the business, and make decisions grounded in real numbers and strategic insight.
Every business is different, but the process begins the same way: understand what is really happening, determine what matters most, and build an executable plan.
If you are ready for truth, priority, and a high-confidence plan, this may be your next move.
Why It Works
Most professional advisors are trained to see one part of the business.
Most tax pros only look backward.
Most coaches only look inward.
Most advisors only push what they sell.
We look at the whole picture: financial performance, business health, owner dependency, growth, tax strategy, operations, risk, intelligent systems, and long-term optionality.
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?
Immediately after checkout, you’ll receive:
Instructions for securely submitting your basic financial information and tax returns
A link to schedule your kickoff and data-review session
Guidance on the interviews and information needed to complete the diagnostic
A clear delivery process for our findings, along with prioritized opportunities to improve financial performance, operations, revenue, and the integration of AI agents
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. Business Freedom 360™ does not replace your CPA. Your CPA may remain an important part of your advisory team. Our role is to look across the business, identify strategic questions and opportunities, and help you determine what should be explored with the appropriate professional.
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?
A free consultation usually offers general observations. Business Freedom 360™ is a structured diagnostic and strategy engagement that produces documented findings, priorities, and a 90-day Critical Strategic Implementation Plan.
Is this mainly 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. Tax strategy is one important component, but the diagnostic looks across the entire business, including financial visibility, operations, growth, people, risk, capital access, owner dependency, and enterprise value.
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. The engagement evaluates the broader business and identifies the highest-priority opportunities and constraints.
How soon will I get my reports and plan?
We typically deliver the full Business Freedom 360™ suite within 7–10 business days. Timing depends on how quickly the requested information is provided and interviews are completed. Your team will confirm the delivery schedule during kickoff.
You’re in Good Hands
We only accept a limited number of new Business Freedom 360™ engagements each month so our team can provide thoughtful, confidential, founder-level attention.
Your financial and business information is always handled securely and confidentially.
Get Started With Business Freedom 360™
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