PRIVATE BUSINESS
INTELLIGENCE BRIEFING
Identify all of your business risks, exposures, and structural blind spots
— fast, clearly, and without agendas or endless meetings.
See everything that matters before decisions
become expensive or irreversible.
$997 CAD
Delivered in ~7–10 business days
Informational briefing only. Not legal, tax, investment, or insurance advice.
Your payment reserves the next available briefing slot.
Briefings are completed on a first-come, first-served basis.
What This Briefing Does
This is a private, comprehensive scan of your entire business and planning landscape —
designed to surface every relevant strategy, risk, and structural consideration — including those most owners never see.
Every calculation, consideration, and planning approach is independently cross-verified, referenced, and stress-tested across multiple frameworks — not assumed, not sold, not simplified.
Think of it as the briefing most owners wish they had quietly done years earlier —
before decisions hardened, structures locked in, or options disappeared.
What once required multiple professionals, thousands in fees, and endless back-and-forth is now delivered in one decisive briefing — faster and more accurately than any traditional process.
The goal is not to recommend products or create plans — it’s to show you what’s actually happening, where you’re exposed, and where assumptions may be quietly costing you control, time or money.
This briefing is designed to surface issues that are often missed when decisions are spread across multiple advisors, accounts, and entities.
Specifically, the briefing helps you:
Identify hidden risks, structural exposures, and assumptions before they create future problems for your business and family
See how risk, tax, insurance, debt, succession, and ownership interact
— or quietly conflict
Catch gaps that don’t appear when advisors work in silos
Make major decisions with clarity, confidence, and full visibility
This briefing applies whether you plan to sell, have already sold, or never intend to sell.
The focus is structural clarity and risk protection — not transactions.
You receive a clear decision map showing what matters now, what can wait, and what considerations exist to move forward with confidence.
You keep it and decide what to do next.
How This Works
When major decisions are on the line, a single opinion isn't enough.
The more complex your business becomes — more revenue, more entities, more advisors — the more critical it is to have independent eyes checking how everything actually connects.
This briefing uses multiple independent analytical frameworks. Human oversight ensures relevance, context, and restraint. Your situation gets examined from all different angles — the same redundancy model used in aviation and engineering.
Why redundancy matters:
In aviation, no critical system relies on a single sensor or opinion. Multiple independent systems cross-check each other to catch what any single view might miss.
Your business deserves the same approach.
When you're relying on separate advisors for tax, legal, insurance, and succession — nobody is accountable for how those pieces interact, conflict, or create exposure.
And even if you could get them all in a room, they still couldn't do what this process does.
Human advisors work from limited perspectives, miss patterns they aren’t looking for, and carry incentives that subtly shape their advice.
This briefing runs your entire situation through multiple independent analytical systems simultaneously — catching conflicts, gaps, and exposure that no single perspective would catch.
Each system looks for something different — structural risk, tax exposure, conflicting assumptions, unintended consequences — and the results are cross-verified before anything is included.
Every tax calculation, scenario estimate, and strategic figure is independently validated against current Canadian rules and structural logic.
Where assumptions are required, they’re stated.
Where ranges apply, they’re shown — not dressed up as false precision.
The result: intelligence that's faster, broader, and more objective than any traditional advisory process.
A recent briefing for an Ontario business owner identified:
$1M+ in estate tax exposure tied to outdated structures and second-death assumptions
$2M–$3M in business continuity gaps, including key person dependence and undocumented succession risk
$650K+ in compliance risk that could have triggered tax reassessment without independent verification
Multiple structural inefficiencies creating unnecessary complexity and future exposure
(Examples are illustrative of real briefings and reflect structural exposure ranges — not forecasts or guarantees.)
The briefing showed what was there, what was missing, and what needed attention — clearly, independently, and without bias.
The result: a decision-ready map of risks, priorities, and next moves — whether the owner chose to act immediately, involve advisors, or wait.
What Business Owners Do
With This Briefing
Business owners use the briefing to:
Pressure-test existing advice — quietly verify whether guidance they’ve received actually aligns across tax, risk, and structure
Ask sharper questions — enter meetings already knowing where gaps, conflicts, or assumptions exist
Hold advisors accountable — ensure nothing important is being missed, deferred, or oversimplified
Decide what not to act on yet — avoid unnecessary changes, fees, or premature moves
Keep it on file — as a private reference point before major decisions, transactions, insurance products or transitions
There is no requirement to implement anything.
The briefing exists to reduce uncertainty — not to create more work.
Get Your Intelligence Briefing
What this briefing gives you (that you don’t currently have):
✓ A complete, behind-the-scenes scan of your business and personal planning
Not a review. Not a second opinion. A full sweep.
✓ Every tax, ownership, succession, and risk consideration analyzed in the context of your situation including options most owners never hear.
✓ Blind spots, overlaps, and missed strategies surfaced automatically - considerations no single perspective ever connects.
✓ A clear “what matters now vs later” priority order so you stop guessing and stop overthinking.
✓ A clear decision map you can use privately, share selectively, or hold for later
How this is different:
Every calculation, strategy, and conclusion is:
✓ Cross-checked across multiple independent frameworks
✓ Verified against current tax and planning rules
✓ Referenced, stress-tested, and internally validated
✓ Built to surface everything, not just what one advisor specializes in
This is the equivalent of analyzing relevant planning considerations in the background — quietly, objectively, and all at once.
Format: Professional PDF briefing
Delivery: Within ~7–10 business days
What happens next:
1. Complete secure payment via Stripe
2. We conduct a short private intake to ensure your situation is fully understood
3. Your information is analyzed privately and securely across multiple independent frameworks
4. You’re notified when your briefing enters review and when it’s completed
The real risk isn’t action — it’s operating without complete visibility.
Most owners never get a complete, unbiased view like this in one place.
Once you’ve seen it, you can’t unsee it.
This briefing gives you completely visbility over your entire business,
so you can make decisions with confidence — on your terms.
$997 CAD
Delivered in ~7–10 business days
Informational briefing only. Not legal, tax, investment, or insurance advice.
Your payment reserves the next available briefing slot.
Briefings are completed on a first-come, first-served basis.
Privacy
Your information is reviewed discreetly and never shared, sold, or reused.
Independence
This briefing exists to surface truth — not to sell you anything.
Clarity
Clear analysis across risk, structure, tax, and strategy — in one place.
This is an informational business intelligence briefing. It does not constitute legal, tax, investment, or insurance advice.
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