Perfect Plan Day
Every number in your business tells you something.
Most business owners have never had someone sit down and listen to all of them at once.
You know your business better than anyone. What most owners don’t know is what it’s actually worth, or what it’s quietly costing them.
Most owners I sit down with have never seen their full financial picture in one place. The business accounts and the personal accounts. The tax strategy and the retirement plan. The real number their business is worth today, and the plan for what it’s worth in five years.
That’s what a Perfect Plan Day is for.
Two Ways to Start
1 - The Financial Snapshot - $1,000
A 90-minute session with a member of our team, where we look at where you stand today: revenue, margin, the leaks that are quietly costing you. You’ll leave with a clear picture of what’s working, what’s not, and whether a full Perfect Plan Day is the right next step. If you move forward within 90 days, your $1,000 is credited toward your Perfect Plan Day.
2 - Perfect Plan Day - Starting at $7,500
A full day, one-on-one with Dr. Don Barden, built around your business and your life. We review everything: income, expenses, and true valuation on the business side; banking, investments, and real estate on the personal side. One plan, built around one person, in one room.
Your complete balance sheet and true net worth
A tax strategy built for what you’re actually earning
A 3–5 year plan for the business and the life it’s funding
The Math
Owners who complete a Perfect Plan Day typically find $50,000 to $100,000 a year in leakage they didn’t know was there.
The day pays for itself before you’ve left the room.
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