No Exit Flight Plan?
Everything’s at Risk.
Take the free Pre-Flight Wealth Check™ to uncover critical risks in your exit, tax, and protection strategy...before they become catastrophic.
Start My Pre-Flight Wealth Check - It’s Free!
The Real Risk
Most Owners Crash on Exit.
Not because they’re reckless.
But because no one ever handed them the right map.
They overpay hundreds of thousands in taxes
They leave their families uninsured and unprotected
They let brokers take the business to market before its sellable
They add complexity with siloed advisors
You’ve built the aircraft.
Now it’s time to plan the flight.
Start with the
Pre-Flight
Wealth Check™
Most owners hope they’re protected.
Be one of the few brave enough to find out for sure.
Tax Gaps
Uncover costly inefficiencies hidden in your current tax approach.
Insurance Exposure
Identify where your policies fail to protect your business or family.
Estate Vulnerabilities
Spot weaknesses in your legacy or succession planning.
Exit Readiness
See how attractive and prepared your business is for a sale.
You’re the pilot. We’re your ATC, guiding you safely to wealth, protection, and legacy.
Meet Your Flight Crew
Ethan Day
Freedom Consultant
Jordan Smith
Freedom Consultant
Michelle Hedgecock
Freedom Consultant
Tony Miller
Freedom Consultant
What Happens After the Check
Once you complete your Pre-Flight Wealth Check™, you’ll receive your Wealth Readiness Score™.
93%
of business owners are
overpaying their taxes
58%
privately-held business owners
lack any transition plans
100+
Speakers
8HR
Workshops
These aren’t just stats! They’re your wake-up call:
You might be leaving money on the table every tax season.
Your business could collapse, or never yield its full value, without a clear exit plan.
You’ve got a rare opportunity. The Pre-Flight Check shines a light on the vulnerabilities your peers ignore.
Others assume they're ready. You’re choosing certainty.
75%
of business owners have
no formal succession plan
30%
of small businesses successfully sell;
the remaining 70% often close or collapse
From there, you’ll be invited (if qualified) to
Your Pilot Orientation™ is a mission-critical strategy session designed to give you a rapid response.
Investment:
$2,499 one-time
($4,998 value: 50% off for qualified business owners)
⚡️Fast-Action Bonus:
Get $249 off if you upload the required documents within 3 business days of booking.
During Your Orientation, We Will:
Build Your ATC Wealth Map™
Begin your personalized flight plan combining tax, insurance, and exit into one mission-ready framework.
Conduct a Tax Advisory Analysis
We’ll review your last 3 years of returns to uncover missed deductions and future tax-saving opportunities.
Deliver a Risk & Loss Exposure Audit
We’ll identify gaps in your insurance, buy-sell agreements, and legal structures that could cost you everything in an emergency or sale.
Create Your Risk-Mitigation Blueprint
A custom checklist and timeline to shore up vulnerabilities across asset protection, continuity, and estate strategy.
Initiate Your Systems Safety Check™
Begin funding your insurance policies and activating tax-saving strategies with our team’s guidance;
turning your Wealth Map into real-world protection and financial gains.
Activate Your Private Command Portal
24/7 access to your ATC Wealth Map™, documents, checklists, and action items, all in one secure place.
Trusted by the Best
Who is this for?
We serve high-performing business owners who want to protect everything they’ve built
and exit on their terms.
If you’re paying $50K+ in taxes annually
or
Generating $2M–$50M+ in revenue, this is built for you.
The Builder Nearing an Exit
You're 1–5 years from a potential exit and want to ensure every dollar of your life's work converts into generational wealth.
$5M–$50M+ in annual revenue
Tired of vague answers and last-minute scrambling
Wants a clear, documented plan with backup strategies
We align your tax, insurance, and exit path into one clear flight plan.
The Over-Taxed Operator
You’re paying six figures in taxes every year and suspect you’re giving away more than necessary.
$2M+ in revenue or $75K+ paid in taxes last year'
CPA is reactive, not proactive
You want legal, vetted strategies to preserve wealth, not fund inefficiency
We create a shield that matches your ambition.
The Legacy Protector
You care deeply about your family, your team, and your impact—but haven’t coordinated all the moving parts.
Strong operating company, but minimal estate or continuity structure
Worried about what happens if something happens to you
Needs insurance, tax, and business transition strategies to work together
Our portal gives you one view of everything that matters.
The “Not Yet, But One Day” Owner
You're not ready to sell, but you're smart enough to prepare while you still have leverage.
in revenue
Exit is 5+ years away, but you're starting to ask the right questions
Wants to increase business value, protect cash flow, and avoid costly mistakes
We help you build your value and protect your trajectory—starting now.
Whether you're launching your exit or just opening your eyes
Pilot Orientation™ delivers a mission-ready plan, coordinated by seasoned advisors.
Mission-Aligned Partners
What Our Clients Say
Starr Turfgrass
“Partnering with Pilot Your Wealth powered by Freedom Consultants has been a game-changer for our business and our family’s future. Their Pre-Flight Wealth Check™ uncovered hidden tax savings we never knew existed, and their Risk-Mitigation Blueprint™ slotted seamlessly into our growth plans. We now have bulletproof insurance coverage, a clear continuity plan, and total financial clarity—so I can focus on turf quality, not spreadsheets.”
—
Nathan Starr, CEO, Starr Turf & Stone
Modern West Builders
“Pilot Your Wealth gave us our first real runway for exit planning—and we’ve only just taken off. In one strategy session, we identified $150K in potential tax savings and closed critical liability gaps in our policies. The real-time dashboard keeps us on course, and the ongoing support from the Freedom Consultants team feels like having an air-traffic controller for our finances. If you’re serious about protecting what you’ve built, this is your flight plan.”
—
Dave Grover, President, Modern West Builders
Frequently Asked
Questions
Is this a free consultation call?
The Pre-Flight Check is free. If you qualify, you may be invited to book a paid Pilot Orientation™ session, which is a deep-dive into your past tax-returns and insurance policies to give your the best-of-the-best in tax strategies.
What if I already have a CPA/Advisor?
We don’t replace, we coordinate. Your current advisors are puzzle pieces. We build the box.
What does the Pilot Orientation cost?
$2,499. It includes 90 days of your full ATC Wealth Map
and 90 minutes with our team. Ongoing ATC access is $49/mo.
Q: How secure is my personal information when I share my tax returns?
A: We take the confidentiality and integrity of your data very seriously. Our systems are audited under SOC 2 Type II standards and fully HIPAA‑compliant, which means:
Encryption at rest and in transit: All sensitive data is encrypted using industry‑leading protocols, both when stored on our servers and as it travels across networks.
Strict access controls: Only authorized personnel with a legitimate business need can view your information. All access is logged and regularly reviewed.
Journey Recap
Free
→ Diagnostic + Score
$2,499
→ Strategy session + 90 days of ATC™ Wealth Map
→ Deliver real transformation
$49/mo
→ Coordinated tax, insurance, exit
→ Long-term trusted advisory relationship
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