Strategic Partnership Investment & Requirements

Transparent Pricing Because the Right Fit Matters

We believe in complete transparency about our strategic partnership investment levels. This helps you determine if our process aligns with your budget and commitment level before we both invest time in a consultation.

Our proven three-phase process requires serious financial commitment because it delivers comprehensive business transformation, not quick fixes.

Complete Strategic Partnership Investment

Phase 1: Discover + Assess

FutureView Gap Analysis
Investment: $2,497
Timeline: 2-3 weeks
Outcome: Complete clarity on what's been creating misalignment and a strategic roadmap for transformation

Phase 2: Design + Automate

Business Architecture Transformation
Investment: $30,000-45,000 (based on business complexity)
Timeline: 60-90 days
Outcome: Custom metrics formulation, automated accounting & financial reporting systems and processes designed around your authentic objectives

Phase 3: Aligned Advisory

Ongoing Strategic Partnership
Investment: $5,000-10,000 monthly (based on portfolio complexity)
Commitment: 12-month strategic partnership agreement
Payment: Quarterly retainers (90-day advance payment)
Outcome: Continuous strategic guidance that keeps you building the right future

Technology Stack Investment

Best-in-Class Business Tools
Annual Investment: $12,000-15,000 (paid directly to technology providers)
What's Included: Premium financial systems, automation tools, strategic planning software, and integrated business intelligence platforms

Total Investment Summary

Year 1 Complete Transformation:

  • Discover + Assess: $2,497

  • Design + Automate: $30,000-45,000

  • Aligned Advisory (12 months): $60,000-120,000

  • Technology Stack: $12,000-15,000

  • Year 1 Total: $104,497-182,497

Ongoing Annual Partnership:

  • Aligned Advisory: $60,000-120,000

  • Technology Stack: $12,000-15,000

  • Annual Total: $72,000-135,000

Investment Level Determination

$5,000 Monthly Advisory (Lower Complexity)

  • Single primary business entity

  • Straightforward revenue model

  • Limited investment holdings

  • Basic strategic complexity

$7,500 Monthly Advisory (Moderate Complexity)

  • 2-3 business entities

  • Multiple revenue streams

  • Some investment portfolio management

  • Moderate strategic complexity

$10,000 Monthly Advisory (High Complexity)

  • Multiple business entities

  • Complex revenue models

  • Significant investment portfolios

  • Real estate holdings

  • High strategic complexity

Design + Automate Complexity Factors:

  • Current system state (clean vs. disaster)

  • Number of entities and revenue streams

  • Historical cleanup requirements

  • Team size and complexity

  • Integration requirements

How This Compares to Alternative Approaches

Separate Provider Costs (Annual):

Service Cost Range Fractional CFO $96,000-180,000 Executive Business Coach $36,000-96,000 Tax Strategist $24,000-48,000 Technology & Systems $15,000-30,000 Total Separate Providers $171,000-354,000

FutureView Integrated Partnership:

Service Cost Range Complete Strategic Partnership $72,000-135,000 Technology Stack $12,000-15,000 Total Integrated Approach $84,000-150,000

Savings: $87,000-204,000 annually compared to separate providers
Added Value: Complete integration and alignment around your authentic objectives

Who This Investment Level Is Right For

✅ Ideal Clients:

  • Annual revenue $2M-10M+ with solid business fundamentals

  • Serious about transformation, not just optimization around the edges

  • Ready for 12-month strategic partnership rather than project-based work

  • Committed to implementing best-in-class systems and strategic processes

  • Understand that fixing the foundation requires significant investment

  • Value integrated strategic guidance over fragmented specialist advice

❌ Not Right For:

  • Businesses under $2M annual revenue

  • Founders looking for quick fixes or band-aid solutions

  • Those wanting month-to-month advisory without commitment

  • Budget-conscious approaches to business transformation

  • Companies not ready to invest in premium technology stack

  • Founders who prefer to manage separate advisors independently

Payment Structure & Terms

Design + Automate:

  • 50% due upon agreement signing

  • 50% due at 30-day milestone

  • Payment method: ACH bank transfer only

Aligned Advisory:

  • Monthly installments due on the 1st of each month, OR

  • Semi-monthly installments (two equal payments on the 1st and 15th of each month)

  • 12-month commitment with renewal discussions at month 10

  • Payment method: ACH bank transfer only

Technology Stack:

  • Paid directly to providers (we facilitate setup and integration)

  • Monthly or annual billing depending on specific tools

  • Estimated $1,000-1,250 monthly across all platforms

What's Included at Every Investment Level

All Strategic Partnerships Include:

  • ✅ Monthly 90-minute strategic alignment sessions

  • ✅ Unlimited email/Slack access for strategic questions

  • ✅ Quarterly strategic planning and visioning sessions

  • ✅ Annual goal-setting aligned with your personal vision

  • ✅ Ongoing system optimization and refinements

  • ✅ Proactive tax planning and wealth-building strategy

  • ✅ Priority access for urgent strategic decisions

  • ✅ Quarterly business reviews with strategic recommendations

Higher Investment Levels Add:

  • ✅ More frequent strategic touchpoints

  • ✅ Complex entity and portfolio management

  • ✅ Advanced tax and wealth planning strategies

  • ✅ Multi-entity coordination and optimization

  • ✅ Investment and real estate strategic guidance

Why We Require These Investment Levels

Strategic Transformation Requires Serious Commitment

Half-hearted approaches produce half-hearted results. The founders who see dramatic transformation are those who commit fully to the process.

Quality Over Quantity

We intentionally work with fewer clients to ensure every partnership gets the deep attention this level of strategic work requires.

Best-in-Class Everything

From our team to our technology to our processes, we invest in the best because that's what produces exceptional results for our clients.

Proven ROI

Most clients see returns that justify the investment within 6-12 months through improved decision-making, captured opportunities, and strategic efficiency.

Frequently Asked Questions

Q: Can I start with just one phase? A: While we occasionally work with clients on individual phases, our process is designed as an integrated transformation. The best results come from the complete strategic partnership approach.

Q: What if I need to modify or exit the 12-month advisory agreement? A: We understand circumstances change. While we require the initial 12-month commitment, we can discuss modifications if your situation changes significantly. Our goal is partnership that serves your vision.

Q: How do you justify these investment levels? A: Consider the cost of staying misaligned—missed opportunities, inefficient systems, poor strategic visibility, and the stress of building someone else's definition of success. Most clients discover they're already spending more on the problems we solve.

Q: What if my business isn't complex enough for higher investment levels? A: We match investment levels to actual complexity. A straightforward $3M business might invest $5,000 monthly, while a founder with multiple entities and complex holdings might invest $10,000 monthly. We assess during consultation.

Q: What are your payment terms and methods? A: We require ACH bank transfers only (no credit cards or checks). For Aligned Advisory, you can choose monthly payments on the 1st of each month, or split into two semi-monthly payments on the 1st and 15th. Design + Automate requires 50% upfront and 50% at the 30-day milestone.

Ready for Strategic Partnership?

If you've reviewed our investment levels and believe this transformation aligns with your budget and vision, let's schedule a strategic consultation.

This consultation is only for founders who:

  • ✅ Have reviewed and can commit to our investment levels

  • ✅ Meet our revenue and complexity requirements

  • ✅ Are ready for comprehensive transformation, not quick fixes

  • ✅ Understand this is a strategic partnership, not a vendor relationship

Schedule Strategic Partnership Consultation

By scheduling this consultation, you're confirming you've reviewed our investment requirements and are prepared to discuss strategic partnership at these levels.

Questions About Investment or Requirements?

Email us at info@futureviewcpa.com if you need clarification about investment levels, payment terms, or whether our strategic partnership approach aligns with your specific situation.

We're happy to discuss your unique circumstances and help you determine if this level of strategic transformation makes sense for your business and vision.

FutureView CPA - Strategic performance architecture for visionary business owners

Investment in strategic transformation today determines what your business builds tomorrow.