Business Freedom 360™

The Complete Diagnostic + Strategy Every Founder Should Have Before Planning Another Year or Filing Another Return.

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

Most 7- and 8-figure founders feel the same tension:

  • Revenue grows

  • The team expands

  • But clarity doesn’t

  • Taxes still sting.

And something feels “off” — even though the business looks successful on paper.

Business Freedom 360™ gives you the clearest picture you’ve ever had of your business, your leadership, and your financial architecture, along with a 90-day plan to fix what’s holding you back.

This is where the journey naturally begins, creating the clarity, alignment, and forward traction every freedom-focused founder needs.

If you’re ready to scale, regain control, reduce overwhelm, or finally build a business that runs without you… this is where the guessing ends.

Who It’s For

Founders earning $500K–$10M+ who want clarity, confidence, and a strategic plan they can trust.

This isn’t for startups.

This isn’t for tire-kickers.
This isn’t for someone who wants a “quick tip.”

This is for founders who want :

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, Business Freedom 360 is the exact next step

What You Get

Everything you need to see the truth, take control, and build real momentum —

included in a one-time $2,500 package.

  • No long-term commitment.

  • No pressure.

  • Just the full picutre and a founder-level plan

The Business Freedom 360™ Suite:

TriMetric Personal Leadership Action Planner

$25

Actual Price (included)

Your quick-start guide for gaining control immediately.

This short but powerful planner cuts through the noise and helps you organize your priorities across:

  • Business clarity

  • Personal leadership

  • Freedom planning

Includes templates, alignment tools, and the daily/weekly habits that move the needle.

Full Business Health Diagnostic

$2,500

Actual Price (included)

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.

Critical Implementation Plan

$2,500

Actual Price (included)

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.

Advanced Tax Strategy Briefing

$1500

Actual Price (included)

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 Founder Clarity Training Series (TMR101 + TMR202)

$1500

Actual Price (included)

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.

Included Bonus:
TriMetric
360 Strategy Session

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 script. Just strategy.

Total Combined Price: $8,025

Your Actual Investment: $2500

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

We made it accessible because your business deserves truth before you invest in big decisions.

“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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