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THE ENTREPRENEUR BECOMES AN INVESTOR

You can purchase the monthly subscription. Or, you may wish to purchase a single plan individually.

CHOOSE YOUR PRICING PLAN

Options: Buy upfront, a subscription or individually.

  • Your Business Is Your Asset

    340$
    Every month
    +$1,000 Initial Commitment
    Upfront + Subscription (Full Platform)
    Valid for 9 months
    • $1,000 - Initial commitment
    • $340 - monthly subscription for 9 months
    • $4,060- 𝐓𝐎𝐓𝐀𝐋
    • $289 - Monthly subscription for quarterly reviews
    • ------------------------------------------------------------
    • 3x Detailed Plans:
    • -- Risk Protection
    • -- Strategic Business Plan
    • -- Retirement Plan
    • 3x Plan-On-A-Page
    • 1x Your Business IS Your Asset Value Canvas
    • Quarterly Informal Governance Review (KPI review)

  • Protect Against Risk

    197$
    Every month
    Is Your Business One Crisis Away from Chaos? NZ Businesses only
    Valid for 3 months
    • Personal Risk Fact Find & Assessment
    • Business Risk Fact Find & Assessment
    • Personal Protection Plan
    • Business Protection Plan
    • Plan-On-A-Page (Combined)
    • Insurance Implementation Service
    • Access to Expert Consultations (3 months)

  • Find Value

    747$
    Every month
    Unlock the Hidden Potential in Your Business
    Valid for 3 months
    • Present & Future Business Value Assessment
    • Ideal Customer & Market Definition
    • Value Proposition Design (using various tools & methods)
    • 7 Keys to a Successful Business Framework
    • Strategic Growth & Action Planning
    • Plan-On-A-Page (Value)
    • Access to Expert Consultations (3 months)

  • Build Wealth

    747$
    Every month
    Turn Your Business Into the Legacy You Deserve
    Valid for 3 months
    • Current & Future Wealth Assessment
    • Retirement Income Planning
    • Business Value Transfer Plan
    • Post-Exit Investment Strategy
    • Contingency & Alternate Plans
    • Non-Financial Legacy Planning
    • Plan-On-A-Page (Wealth)
    • Access to Expert Consultations (3 months)

  • Quarterly Reviews (Informal Governance)

    289$
    Every month
    Your Business IS Your Asset: Monthly payments which allow for regular contact and quarterly reviews against your KPIs, goals and plans.
     

    All prices exclude GST, which is charged at checkout

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