Microcaptive
The Pitch · Slide 08

The Flow.

Where ordinary income goes in. Where long-term wealth comes out. With the math that turns one into the other.

$919,903
Saved
over five years
16%
ROI
net of all fees
$1.5M
Annual contribution
the assumed input
Your numbers

Move the slider.

Scale the contribution to your business. The savings scale with it.

Annual contribution
$1,500,000
$200K minimum $2.9M maximum
Your business saves
$919,903
over five years — a 16% ROI net of all fees.
Year-by-year breakdown
Year Savings

Savings scale linearly with contribution from the baseline $1.5M / $919,903 / 16% benchmark. Actual numbers depend on your tax position, state, and entity structure. Jason will walk through your specific math on a 30-minute call.

Where the money goes

Six steps.

Ordinary income in. Long-term capital gains out.

01
Your Company
02
Micro-Captive
03
Increase Savings
04
Investments
05
Distributions / LTCG
06
Wealth

Your operating company funds the micro-captive in pre-tax dollars. The captive holds the money — you own and control it. The captive invests, compounds over time, then distributes back to you at long-term capital gains rates instead of ordinary income.

See your specific numbers.

30 minutes with Jason. Your contribution, your tax position, your state. Nothing generic.