Is a Micro Captive right for you?

Strong Fit
  • Revenue of $2M+ annually
  • Excess cash flow above operating needs
  • Potential for loss of revenue
  • Appetite for long-term wealth building
  • Exposure to unexpected expenses
  • S-Corp or C-Corp entity structure
Not the Right Fit
  • Revenue under $2M annually
  • Lack of cash flow above operating needs
  • Sole proprietor with no employees
  • Looking for a quick fix or one-year play
  • Unexpected expenses are not a focus
  • Not willing to maintain ongoing compliance

Looks like a fit? Let’s confirm in 30 minutes.

Your revenue, your cash flow. A direct call. Just whether the math works for your business.

Schedule a discovery call Call Jason · (602) 739-1189