How Sellable Is Your Business Right Now?

Take this quick scorecard to uncover the blind spots, risks, and value gaps that could reduce buyer confidence and lower what your business is worth.

Start Your Scorecard Below

Special Tax Savings Offer

Act Today and Save More!

Most owners hope they’re CPA is doing it right.
Be one of the few brave enough to find out for sure.

Our industry standard is to keep 30% of any refunds we uncover from amended tax returns.


👉 If you commit today to working with us and our CPA partners to implement your tax strategies, we’ll slash that to just 20%.

Your business could be leaking money and missing value right now.


Take the first step to protect and grow it.

You’re the pilot. We’re your ATC, guiding you safely to wealth, protection, and legacy.

Meet Your Flight Crew

Ethan Day

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

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

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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

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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

$20,200

→ Strategy session + 45 days of ATC™ Wealth Map
→ Deliver real transformation

$100/mo

→ Coordinated tax, insurance, exit
→ Long-term trusted advisory relationship

Large Call to Action Headline

215 Gill Street, Jackson WY 83001

(949) 594-6340

© 2026 Pilot Your Wealth™ - All Rights Reserved.