How We Deliver The PAID Method™

Every engagement begins with the PAID Method Diagnostic™.

This structured evaluation establishes your business’s current value, assesses business and personal readiness, and measures how effectively enterprise strength is aligned with your personal wealth objectives.

You receive a clear readiness profile, your PAID Method Alignment Gap™, and a ranked set of strategic priorities across Protect, Align, Integrate, and Distribute—grounded in your current stage of business maturity.

This ensures strategy is built on measurable realities before implementation begins.

The Foundation Assessment establishes:

• A high-level business valuation analysis
• Business readiness evaluation
• Personal financial readiness evaluation
• Identification of key gaps across the PAID system
• Structured observations to guide next steps

Diagnostic Fee:

The Foundation Assessment is offered at a one-time professional fee of $950. If a client elects to proceed with a comprehensive engagement, the full Foundation Assessment fee is credited toward the ongoing advisory engagement.

Following the Foundation Assessment, the PAID Method™ is applied through an integrated advisory relationship tailored to the owner’s stage and priorities.

Within the engagement, planning may address:

• Coordinated sequencing across risk, cash flow, retirement, and exit considerations
• Business continuity and succession readiness
• Business and personal cash flow alignment
• Retirement strategy integration within the business
• Exit timing and wealth distribution planning
• Ongoing review and coordination with trusted advisors

Engagement Fee:

The PAID Method™ engagement begins at $9,950 per year. The $950 Foundation Assessment fee is fully credited toward the first year of the engagement.

After crediting the assessment, the remaining first-year fee is $9,000, which may be structured to $750 per month.

The annual engagement includes:

• Application of the PAID Method™
• Integrated planning across business and personal decisions
• Coordination with CPAs, attorneys, and other advisors
• Structured review meetings
• Evaluation and refinement of priorities over time
   

The full engagement is delivered as a structured advisory relationship rather than a series of standalone services. Scope and depth are tailored to each client’s circumstances and ownership stage.