A discovery call is a real look at your entity structure, your compensation split and your membership margin. You leave knowing where your opportunities are — named and quantified — whether or not you ever hire us.
You're picking a slot in an actual advisor's week, not joining a queue. You'll get a confirmation with the link and a short list of what to have handy — nothing you need to prepare.
Nobody should have to guess what they just signed up for. Each step below is a short video from the person who actually does that part of the work.
The calendar is real. You are picking a slot in an actual advisor's week, not joining a queue. You will get a confirmation with the Zoom link and the two things worth having open when we start.
Your member count, your monthly membership revenue, and last year's tax return if you have it handy. That's it. If you don't have them, we still do the call — we just spend the first ten minutes finding them together.
Thirty minutes, three questions. Is your entity costing you money. Is your salary-to-distribution split set where it should be. Is your membership price holding its margin as you grow. You will hear real numbers, not a pitch deck.
A written summary of the opportunities we spotted, named and quantified. If we are not the right fit we say so on the call and you keep the summary anyway.
You meet your Client CFO, your Advisor and your Associate. We take the financial side off your desk on a schedule you can see, and you know who to call about what from day one.
Three numbers if you have them: your member count, your monthly membership revenue, and last year's tax return. If you don't have them to hand we still do the call — we just spend the first ten minutes finding them together.
No. It's thirty minutes on your entity, your compensation split and your membership margin. If we're not the right fit we say so on the call, and you keep the written summary of what we found.
Matt Gage runs first conversations for most practices, and brings Nate in when the question is a tax-strategy one. You'll know who you're meeting from the confirmation.
We specialise in Direct Care — our first Direct Care client came to us in 2021 and we built the firm around the model in 2024. We also work with a select group of owner-run businesses outside it. Either way, book: we'll tell you honestly on the call whether we're the right firm for you.
Then join the DPC Circle for $9.99 a month and come to office hours. That's a genuine answer, not a brush-off — plenty of practices start there.
Thirty minutes, three questions, and a written summary of the opportunities we find — named and quantified, whether or not you hire us.
