Free consultation
If your current approach is leaving money on the table, this is where you find out — about your business, your tax position, and what a plan would change.
A free 30-minute consultation with Greg by Zoom or phone, weekdays 9am–5pm Pacific. AssetSculpt advises business owners only — $1M–$10M in revenue, $250K or more in earnings.
Before booking, three questions confirm fit — it takes under a minute. If you qualify, the booking button appears below.
Qualifying questions
Three questions before booking.
AssetSculpt advises business owners only — owners doing $1M–$10M in revenue with $250K or more in earnings from the business. All three thresholds must be met. Answer three questions: if you qualify, the booking button appears. If you don't qualify yet, booking is not available. Nothing is stored on this page.
Are you an owner or partner in the business?
AssetSculpt advises business owners only — ownership carries the most significant tax and value implications.
Annual business revenue
Last twelve months, best estimate. To qualify for a consultation, revenue must be $1M–$10M.
Owner earnings from the business
Salary plus distributions / K-1 income from your business, before tax — earnings from the business you own are what count toward the $250K threshold.
Your profile meets AssetSculpt’s criteria for a consultation.
Your responses confirm the three criteria AssetSculpt works within: business ownership, revenue between $1M and $10M, and earnings from the business of $250K or more. The next step is a consultation with Greg to review your current tax position and determine whether a written tax plan is warranted.
30 minutes, weekdays 9am–5pm Pacific — choose Zoom or a phone call.
Your business does not yet meet the full AssetSculpt criteria.
Booking is available once all three criteria are met. Based on your responses, your business does not yet meet the full AssetSculpt criteria — business ownership, $1M–$10M in revenue, and $250K or more in earnings from the business — and a full engagement would not be proportionate at this stage. When your revenue and earnings reach both thresholds, retake the assessment and a consultation becomes the appropriate next step.
Before you book
How do I book?
Answer the three qualifying questions on this page first. If you qualify, the booking button appears — choose a time, 30 minutes by Zoom or phone, weekdays 9am–5pm Pacific. If you don't qualify yet, booking is not available; when your business reaches both thresholds, retake the assessment.
What happens on the call?
A 30-minute conversation with Greg about your situation: your business, your current tax position, and whether a Sprint or a full Tax Plan fits. You leave knowing the next step, whether or not you engage.
What should I have ready?
An approximate idea of your annual revenue and owner earnings, your entity type, and your goals — lower taxes, higher profit, a future exit, or all three. No documents need to be sent before the call.