Summit Plan

Summit-level financial strategy for established businesses ready to lead, grow, and reach their financial potential.

Everything in the Ascent Plan, PLUS:

CFO-Level Advisory

• Unlimited Calls

• Unlimited Check-ins

• Monthly CFO strategy meetings

• Long-range financial forecasting (12–24 months)

• Expansion planning (i.e. new crews, assets, locations)

• Scenario modeling (best / worst / target)

• Owner wealth & exit-readiness planning

Advanced Tax Strategy

• Proactive tax minimization planning year-round

• Income smoothing strategies

• Timing strategies for large purchases

• Multi-year tax projections

• Direct coordination with CPA/EA for execution

Business Intelligence

• Crew-level profitability analysis

• Revenue per truck / per technician KPIs

• Marketing ROI & CAC analysis

• Debt readiness & lender reporting packages

Priority Access

• Same-day or next-day response

• Priority scheduling

• Direct access to CFO / CPA

• Help scale without chaos

• Replaces the need for a full-time CFO ($150K–$250K+)

*Best fit for businesses with $2MM+ in annual gross revenue and have more complexity, growth plans, multiple stakeholders, stronger reporting needs, or higher revenue and cash-flow demands; and, needs high-level financial leadership, deeper strategic support, and more hands-on CFO guidance.

**Summit Plan starts at $8,300/month+ and depends on various factors. Speak to our Product Experts for more details.