The PAID Method™ is built for every professional who advises privately held business owners — from financial advisors and CPAs to exit planners, estate attorneys, and insurance advisors. The diagnostic is the same. The conversation it creates is different for every practice.
The PAID diagnostic is the same for every advisor. What changes is how each professional uses the results — and what it unlocks in their specific practice.
Most advisors walk into a business owner meeting with a solution looking for a problem. The PAID Method flips that. You walk in with a 47-point diagnostic that scores the owner's wealth position across four domains. The conversation changes immediately — because you're the only advisor in the room with a number.
CPAs see the full financial picture of a business owner every year — and most never act on it. The PAID assessment gives you a structured framework to identify tax positioning gaps, compensation misalignment, and wealth extraction opportunities that your clients don't know they're missing.
Business owners who haven't planned their exit are leaving money on the table — and most don't know how much. The PAID Method's Distribute domain scores the owner's readiness to convert enterprise value into personal wealth. The gap becomes a dollar figure. That dollar figure becomes your engagement.
Estate planning conversations start too late. The PAID Method's Protect domain surfaces buy-sell agreement gaps, key person exposure, and succession vulnerabilities before they become crises. You walk into the engagement with a scored diagnostic — not a blank intake form.
Insurance advisors who lead with products are competing on price. Advisors who lead with the PAID diagnostic are competing on insight. The Protect domain identifies specific coverage gaps — key person, buy-sell, disability, and business continuity — and maps each gap to a dollar exposure. The product recommendation follows the diagnosis.
Business consultants who understand their clients' financial architecture are more valuable than those who don't. The PAID Method gives you a structured framework to identify wealth gaps alongside operational gaps — and connect your clients to the financial professionals who can close them.
The first call is 30 minutes. We'll tell you plainly whether The PAID Method is the right fit for how you work.
The PAID diagnostic doesn't change based on who's running it. A financial advisor and a CPA both use the same 47-point assessment. What changes is how each professional interprets the results — and what they do next.
A PAID Score of 34 out of 100 is a fact. It doesn't matter whether you're an estate attorney or an insurance advisor — when a business owner sees their score, the conversation starts from a different place.
The platform identifies gaps across four domains. Each gap maps to a specific professional who can close it. The PAID Method creates a referral ecosystem — advisors who use it together serve business owners better than any one of them could alone.