PAID Method™

The PAID Method™ Wealth architect system

Protect

Objective:
Address risks that could disrupt the business or materially impact the owner’s personal financial position.

Within this dimension, we will address:

Business continuity and dependencies
Ownership and succession risk
Income and asset protection coordination

Align

Protect

Objective:

Coordinate business cash flow, business owner compensation, and liquidity decisions with personal financial objectives.

Within this dimension, we will address:

Business-to-personal cash flow alignment
Compensation and distribution planning
Liquidity considerations prior to exit

Integrate

Distribute

Objective:
Integrate retirement strategies into the business lifecycle rather than deferring planning solely to a future exit.

Within this dimension, we will address:

Retirement plan design and evaluation
Exit-independent retirement planning
Coordination of retirement strategies with business cash flow

Distribute

Objective:
Coordinate exit, distribution, and legacy considerations to support thoughtful transfer of wealth for the business owner.

Within this dimension, we will address:

Business Exit strategy development and coordination
Distribution sequencing
Estate and legacy planning alignment

The PAID Method™ Process

The PAID Method™ is a comprehensive wealth architect system delivered as a single, integrated process aligned with the owner’s stage of business maturity.
While it addresses four planning dimensions—Protect, Align, Integrate, and Distribute, these areas are not separate services or standalone engagements. Each dimension informs the others, and meaningful progress depends on coordination across the full system aligned to your stage of business maturity.

PAID is applied holistically, with sequencing and depth tailored to each business owner’s circumstances. Our role is to bring clarity, structure, and coordination to complex decisions so business value is intentionally connected to personal wealth, retirement readiness, and long-term legacy.

the PAID Method™ Design

Designed for Business Owners Who:

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Designed for Business Owners Who:

Are building or have built meaningful business value

Want clarity beyond day-to-day operations

Prefer coordinated planning over siloed advice

Want to build personal wealth while building their business

Owner Advisory Group Role:

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Designed for Business Owners Who:

Owner Advisory Group serves as the guide and coordinator of the PAID Method™.

Our role is not to replace existing advisors, but to coordinate and integrate planning decisions so business ownership supports personal wealth through the business ownership journey.

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The PAID Method™ Readiness Assessment establishes a clear baseline across business value, business readiness, and personal financial readiness—identifying the gaps that must be addressed to align business success with personal wealth.

Readiness Assessment

THE PAID METHOD™ For business owners

The PAID Method™ Wealth architect system

Protect

Protect

Protect

Align

Protect

Protect

Integrate

Distribute

Distribute

Distribute

Distribute

Distribute

The PAID Method™ Process

the PAID Method™ Design

Designed for Business Owners Who:

Get Started Now With Your Assessment

Designed for Business Owners Who:

Owner Advisory Group Role:

Get Started Now With Your Assessment

Designed for Business Owners Who:

Get Started Now With Your Assessment

Get Started Now With Your Assessment

Get Started Now With Your Assessment

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