The PAID Method™ Plan Builds the Roadmap.
Once the diagnosis is complete, Owner Advisory Group designs the wealth plan — a coordinated set of recommended strategies, products, priorities, and implementation steps organized across Protect, Align, Integrate, and Distribute.
The PAID Method™ Plan is designed alongside the owner — sequenced to priorities, capacity, and timing — so every recommendation has a clear reason and a clear next step.
A Coordinated Wealth Plan, Not a Product Pitch
The PAID Method™ Plan turns the diagnosis into recommended strategies, products, priorities, and implementation steps — designed to move business value into personal wealth.
Recommended Strategies
Specific investment, insurance, retirement, tax-coordination, and exit-planning strategies recommended across Protect, Align, Integrate, and Distribute.
Recommended Products & Structures
Suggested protection, investment, retirement, and benefit structures aligned to the owner's priorities and reviewed through the appropriate licensed channels.
Priorities & Sequencing
A clear sequence of what to address first, next, and later — based on severity, opportunity, and the owner's wealth objectives.
Implementation Steps
An implementation roadmap that defines the work, the owners of each step, and how Owner Advisory Group will manage execution and coordinate approved professionals.
From assessment to coordinated recommendations.
The PAID Method™ Plan takes the findings from each assessed domain and turns them into specific strategies, products, and actions — sequenced by priority and designed to move business value into personal wealth.
Insurance & Protection
- Key person funding strategy
- Disability income planning
- Buy-sell agreement funding
- Business continuity structure
Business Risk & Liability
- Policy structure and coverage review
- Cyber and E&O coverage design
- Commercial liability coordination
- Umbrella and business interruption stacking
Owner Wealth & Investments
- Personal investment policy design
- Diversification and concentration strategy
- Liquidity and cash-flow roadmap
- Tax-efficient positioning review
Retirement & Benefits
- 401(k) plan optimization
- Cash balance plan evaluation
- Executive benefit strategy
- Group benefit coordination
Tax Strategy Coordination
- Accountable plan design
- Entity structure strategy
- CPA-coordinated tax planning
- Distribution and withdrawal coordination
Exit, Estate & Transfer
- Buy-sell agreement design
- Succession roadmap planning
- Exit pathway and timing strategy
- Estate plan alignment review
Specific recommendations are based on the Business Wealth Diagnostic and PAID Method™ Plan. Investment advisory services, insurance products, tax strategies, and legal planning are reviewed and implemented through the appropriate licensed, registered, or professional channels.
Turn diagnosis into a coordinated wealth plan.
Begin with a Business Owner Wealth Review and receive your Diagnostic and PAID Method™ Plan.