ELEVATE CAPITAL
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THE ELEVATE AUDIT

Your mess is costing you money. Every year.

Overpaid tax, idle cash, fees you don't see, hours lost coordinating your experts. The audit finds what's costing you, puts a number on it, and shows you how to fix it.

POTENTIAL LOST · EVERY YEAR ≈ $24,900
− $6,800 / yrOverpaid tax
− $2,900 / yrRate too high
− $6,000 / yr40 h / yr lost
BEFORE · WHAT'S COSTING YOU
POTENTIAL LOST · EVERY YEAR ≈ $24,900
Executive summary, example
WHAT THE AUDIT FIXES
  • Pay aligned with your tax specialist + $6,800
  • Surplus moved to the right place + $4,200
  • Financing file built with the right numbers + $2,900
  • Fees identified, explained in plain words + $3,600
  • Coverage adjusted to what you've built + $1,400
  • One meeting, your experts aligned + $6,000
POTENTIAL IDENTIFIED / YR ≈ $24,900
AFTER · FIXED TYPICAL EXAMPLE · FICTIONAL DATA
TYPICAL EXAMPLE · FICTIONAL DATA
Book my audit Exact price given on the first call
THE COST OF WAITING

Waiting costs money too.

≈ $124,500 of potential not recovered over 5 years, simply by leaving things as they are.

WHERE IT COMES FROM · OVER 5 YEARS
  • Salary and dividends poorly aligned − $34,000
  • Idle cash in the company − $21,000
  • Credit line at the wrong rate − $14,500
  • High-fee investments − $18,000
  • Duplicate insurance coverage − $7,000
  • About 40 h a year coordinating your experts − $30,000
Fictional example, no compound returns. Amounts vary with each situation.
PROBLEM SOLVED

What you live with. What the audit fixes.

What you live with and what the audit fixes
You live with this What it costs you After the audit
You live with this « You never know if you're paying yourself the right way. » What it costs you Salary and dividends poorly aligned − $6,800 / yr After the audit Pay aligned with your tax specialist
You live with this « Your business account is overflowing, but you do nothing with it. » What it costs you Idle cash in the company − $4,200 / yr After the audit Surplus moved to the right place
You live with this « You signed your credit line without really negotiating. » What it costs you Credit line at the wrong rate − $2,900 / yr After the audit Financing file built with the right numbers
You live with this « You don't know what your investments are costing you. » What it costs you High-fee investments − $3,600 / yr After the audit Fees identified, explained in plain words
You live with this « You have insurance a little bit everywhere. » What it costs you Duplicate insurance coverage − $1,400 / yr After the audit Coverage adjusted to what you've built
You live with this « You spend your evenings chasing your experts. » What it costs you About 40 h a year coordinating your experts − $6,000 / yr After the audit One meeting, your experts aligned
Typical example, fictional data POTENTIAL IDENTIFIED≈ $24,900 / yr
FOR WHOM

It's for you if…

  • You've been in business for at least 12 months
  • Your business is profitable, or on its way
  • You want to see your whole situation, personal and business
  • You're ready to act on what the audit reveals
QUESTIONS
How much does the audit cost?

The price depends on how complex your situation is. We give it to you on the first call, before we start.

How long does the audit take?

Usually a few weeks between the first call and the presentation of your report.

Does my information stay confidential?

Yes, 100%. Your documents are never shared without your consent.

YOUR AUDIT

How much is it costing you?

Leave your details. A member of our team will call you back to see if the audit is right for you.

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