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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.

  • Upfront + Subscription (Full Platform)

    450$
    Every month
    +$1,000 Initial Commitment
    Valid for 12 months
    • $1,000 - Initial commitment
    • $450 - monthly subscription
    • $6,400 - 𝐓𝐎𝐓𝐀𝐋 𝐈𝐍 𝐘𝐄𝐀𝐑 𝟏
    • $200 - After initial year, monthly subscription.
    • ------------------------------------------------------------
    • 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)
  • Best Value

    Your Business Is Your Asset - Complete

    5,091$
     
    +$5,091 Initial Once-Off Fee
    Perfect for those wanting their 'plan on a page.' One simple payment grants full access to our comprehensive business management services. Unlock your potential today!
     
    • $1,997 - Retirement Plan & Implementation
    • $1,997 - Strategic Business Plan & Implementation
    • $1,097 - Risk Protection Plan & Implementation
    • $5,091 - 𝐓𝐎𝐓𝐀𝐋
    • Performance measurement against KPIs to ensure success

  • Risk Protection Plan - Single

    1,097$
     
    NZ Businesses only
    Valid for 12 months
    • Statement of Advice for Financial Risk Management (NZ only)
    • Needs analysis of three areas: Staffing, Owners, Continuity
    • Recommend insurance products & providers where applicable
    • Collate premium quotes for the business' costs

  • Strategic Business Plan - Single

    1,997$
     
    Find value, build business value, prepare for exit
    Valid for 12 months
    • Determine the current value drivers
    • Explore the future value goals
    • Build the path towards a higher value exit
    • Set milestones and KPIs to track performance

  • Retirement Plan - Single

    1,997$
     
    NZ residents only
    Valid for 12 months
    • Comprehensive retirement plan
    • Uses simple business valuation for the planning process
    • Confirmation of current projections
    • Estimation of preferred expectations and projections
    • Funds required for desired retirement lifestyle
    • Review of investment portfolio to fund retirement

  • Quarterly Reviews (Informal Governance)

    200$
    Every month
    +$200 Initial Once-off fee
    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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