The PAID Method™ scores a business owner across four wealth domains, then its recommendation engine builds a prioritized wealth strategy — products, tax strategies, and projected impact — delivered under your brand.
The platform doesn't stop at a score. Its recommendation engine analyzes 130+ products and tax strategies and, using the proprietary PAID Method™ scoring, pinpoints exactly which ones each owner should have in place — then prioritizes them by severity.
The PAID Method™ plots each business by its method stage against its profit-margin stage — pinpointing the primary constraint and the order to address it. It's the proprietary scoring behind every diagnostic, and what the recommendation engine prioritizes against.
Every diagnostic scores the owner across the same four domains — so protection through legacy is assessed as one connected plan, not four disconnected conversations.
Safeguards enterprise value by identifying and reducing structural, operational, and ownership risk exposure.
Coordinates business cash flow, compensation strategy, and tax positioning with personal wealth objectives.
Synchronizes retirement planning, ownership structure, and advisory coordination into a holistic strategy.
Systematically converts the enterprise value being created by the business into personal wealth across the ownership journey.
Built into the platform with full context on every client's diagnostic. Ask it what to package, why a product fits, or how to position the engagement — working right alongside the recommendation engine, so you walk into every conversation prepared.
A short, guided assessment scores them across Protect, Align, Integrate, and Distribute — no prep required.
The recommendation engine matches products and tax strategies to the diagnostic and ranks them by severity.
Refine it with the AI assistant, add your expertise, and present it to the client under your own brand.
The recommendation engine turns the diagnostic into a concrete, prioritized plan — products, tax strategies, and projected impact.
The embedded Report Assistant helps you decide what to package, why a product fits, and how to position the engagement.
Nothing reaches the client until you've reviewed it — and the diagnostic and plan carry your firm's name and look.
Protect, Align, Integrate & Distribute — protection through exit and legacy, coordinated in one place.
Book a short walkthrough and we'll run a sample owner diagnostic, branded to your firm.
Request a demo