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The Pitch · Slide 09

Is a Micro-Captive right for your business?

Six markers on each side. Check the ones that fit. The fit tells you in plain English whether a 30-minute call is worth your time.

Self-qualify in 30 seconds

Check the ones that fit.

Click any row to mark it. The readout below scores your fit as you go.

Strong Fit

You should look closely if…

A micro-captive earns its keep when these six conditions line up.

  • Revenue of $10M+ annually
  • Excess cash flow above operating needs
  • Exposure to loss of revenue and other business risks
  • High insurance premiums you want to reduce
  • Appetite for long-term wealth building
  • S-Corp or C-Corp entity structure
Not the Right Fit

Probably not for you if…

Honest answer up front. A different vehicle may serve you better.

  • 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
  • Insurance premiums are not a focus
  • Not willing to maintain ongoing compliance
Your fit

Click the rows above that describe your business. We’ll score the fit as you go.

0 strong-fit · 0 disqualifiers

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

Your revenue, your cash flow, your entity structure. A direct call — no slides, no pitch deck. Just whether the math works for your business.

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