The Entrepreneur’s Funding and Wealth Accelerator

A 12-week breakthrough journey to master securing funding, optimizing taxes, and boosting retirement savings for transformative business growth.

BOOK YOUR CONSULTATION!

This Is Your Journey IF…

You crave financial clarity and freedom for your growing business.
You feel fed up with profit-sucking taxes and low business credit.
You want a solid plan for funding and stress-free retirement savings.

This Isn’t Your Path IF…

You're content with financial chaos and missed opportunities.
You prefer guessing games over clear funding strategies.
You're not willing to take action to improve your financial future.

What You'll Experience

Over 12 transformative weeks, we'll journey through:

MODULE 1: Financial Foundations

Get clear on your finances, gather key documents, and prepare to impress lenders with your readiness.

In this breakthrough session you'll achieve:

Find out where your money stands by creating a clear and complete financial overview.
Organize all the documents you need for any funding application.
Get a step-by-step understanding of how ready your business is for funding.
MODULE 2: Funding Roadmap

Create a personalized plan to secure the right funding with a clear step-by-step process.

By the end of this session, you will:

Explore which funding sources match your business goals.
Create a detailed plan to target the right lenders for your funding needs.
Break down the steps of the application process into simple, actionable tasks.
MODULE 3: Business Structure Optimization

Set up a strong, tax-efficient business structure that protects your assets and builds growth.

In this module, you will:

Fix gaps in your business setup to protect profits and avoid unnecessary risks.
Set up a structure to minimize taxes and boost overall financial health.
Ensure your business is legally and financially prepared for the future.
MODULE 4: Tax Efficiency Toolkit

Save money with smarter tax strategies, uncover hidden deductions, and build a stress-free tax plan.

This module will guide you to:

Spot areas where you're overpaying taxes and start saving right away.
Plan smarter by scheduling expenses to match tax-saving opportunities.
Build a reliable system to avoid IRS stress and make taxes simple.
MODULE 5: Credit Power-Up

Build a strong corporate credit profile, improve lender confidence, and increase funding options.

During this module, you will:

Set up a professional corporate credit profile that attracts lenders.
Use proven methods to grow your corporate credit score quickly.
Learn simple habits to keep your credit strong and funding-ready.
MODULE 6: Compliance Confidence

Stay organized, meet legal requirements, and maintain funding readiness without fear of penalties.

This powerful session teaches you to:

Organize your records and filings to stay compliant with legal needs.
Use checklists to avoid missed filings or unnecessary penalties.
Get automatic systems in place to keep your records clean and organized.
MODULE 7: Cash Flow Mastery

Regain control of your cash flow with smarter tracking, planning, and automation tools for growth.

This module focuses on helping you:

Get tools to track your cash flow and predict your business finances better.
Build backup reserves so you're never stuck in a cash crunch again.
Simplify payments and collections with easy-to-use systems.
MODULE 8: Vendor & Trade Line Leverage

Strengthen business partnerships, negotiate better terms, and boost credibility with trade profiles.

This module is designed to help you:

Strengthen ties with reliable vendors to gain better payment terms.
Build trust with suppliers that can boost your business reputation.
Get a stronger profile to stand out for future funding opportunities.
MODULE 9: Retirement Growth Strategies

Grow your retirement savings with customized plans that align with your entrepreneurial goals.

Together in this session we'll:

Start growing smarter by setting up a self-directed retirement account.
Use checklists to avoid missed filings or unnecessary penalties.
Discover investment options that make your savings grow even faster.
MODULE 10: Funding Application Workshop

Confidently complete funding applications with clear, polished pitches that attract lenders.

In this session, you’ll focus on:

Create lender-ready applications that look professional and stand out.
Craft clear, persuasive answers to lock down funding approval.
Practice presenting your application confidently without stress.
MODULE 11: Scaling Strategies

Plan for steady growth by reinvesting funds and creating processes for long-term expansion.

After working through this session, you will:

Find ways to reinvest your profits and break through growth plateaus.
Create a practical expansion plan that works with your available funding.
Set systems in place for continued growth and scalability.
MODULE 12: Wealth Preservation & Exit Planning

Secure your wealth with lasting strategies and prepare for a smooth business transition or exit.

In this final week, you'll:

Protect your wealth and business with a strong risk-management plan.
Prepare a workable strategy for handing over or selling your business.
Put steps in place to grow and preserve wealth for a secure future.