What the call looks like.

A 30-minute working conversation built around your specific business.

The 30 minutes

  1. Your revenue, structure, and the unexpected expenses you already absorb.
  2. What a Micro Captive would look like at your contribution range.
  3. Your projected savings. Modeled to your tax position and state.
  4. What setup looks like, what it costs, and what you'd own at the end.
  5. Questions. Push back on the math, ask the awkward ones, get straight answers.

Most owners come away from this conversation knowing within fifteen minutes whether the strategy fits. The other fifteen are spent talking about life.