The Owner’s Blind Spot
Five gaps between a profitable corporation and a secure family, with one question on each to take to your accountant.
The recorded session is being finished and will be posted here.
The outline below shows what it covers.
The outline below shows what it covers.
Book a 30-Minute Chat
Nothing is sold on the call. The fee is flat, and you see it in writing before you decide anything.
What is in the session
- 0:00 The question nobody asks you
- 4:00 Paul’s afternoon (an illustrative story)
- 8:00 Gap 1: Pay
- 12:00 Gap 2: Structure and exit
- 16:00 Gap 3: Protection
- 19:00 Gap 4: Pension
- 22:00 Gap 5: People
- 25:00 The Great Reveal and KAIZEN
- 27:00 The invitation
I work with a small number of incorporated owners and professionals. I do not give tax, legal or investment advice. My job is the plan that connects your accountant, your lawyer and your portfolio manager. I charge one flat fee for that plan, set out in writing before you decide anything. If a client later puts insurance in place through me, or works with a portfolio manager I introduce, I am paid for that too, and I say so in writing.