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Done-With-You Capital Stack — 6-Month Funding Program
$2,499.00
Sale price
$2,499.00
Regular price
$4,999.00
The 6-month VIP program for owners actively building a funding stack.
If you're done planning and ready to actually stack capital — this is the program.
Everything in the $899 tier, plus:
- 6 months of monthly 1-on-1 coaching with William (extended from 90 days)
- Walk-through of actual funding applications (SBA, business LOC, equipment finance, premium finance)
- Lender introductions where appropriate to your industry and credit profile
- Quarterly business credit report pulls reviewed live with you
- Priority Calendly access — book William directly without the public availability constraints
- Risk-protection plan review: IUL, key-person, business overhead, group health, trust planning
Limited to 5 new clients per month to protect quality of service. Best for serious operators positioning for $500K+ in stacked capital over the next 12 months.
20+ years of insurance brokerage and business credit experience. Real consulting, real deliverable, real outcome.