PreciseGrowth Partners
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For HVAC, plumbing, electrical and construction owners

One plan for your taxes, your cash and your lender.

We map every company and property you own, then show you the moves that save taxes without breaking cash flow or loan covenants.

Apply for a Portfolio Review Start by December 1 to act before year-end.

Built for owners who've outgrown one company.

You're a fit if at least one of these is true:

More than one company
An operating company plus real estate, holding or side ventures.
You own real estate
The building you operate from, or investment property.
Debt or bonding
Bank loans, lines of credit or bonding with covenants to protect.
A big decision ahead
Expansion, a property purchase, a new entity or succession.

Nobody on your team sees the whole picture.

Your bookkeeper sees the books. Your tax preparer sees last year. Your banker sees the covenants. Nobody sees all three at once.

That gap is expensive. A move that saves taxes can break a lender ratio. A property purchase can drain the cash your next job needs. We connect those pieces before you commit, not after.

In practice

A commercial construction operator with a portfolio of companies and properties.

Line of credit increased from $3M to $10M.
$300K in tax savings on the 2025 return.

Results depend on each client's facts and are not guaranteed. Credit decisions are made by the lender.

  • Covenant-aligned reporting and cash flow projections shared with the lender
  • Structured intercompany management fees for tax savings without tripping lender ratios
  • Cost segregation on owned commercial property to accelerate depreciation
  • Family foundation established for charitable giving
  • Personal financial statement, valuation and estate planning groundwork

Two steps. You decide after the first.

Step 1
Portfolio Review
Starting at $5,000

Delivered five business days after we receive your documents. Yours to keep, whether or not you continue with us.

  1. A map of every entity you own and how money moves between them
  2. Your tax exposure and the strategies you're not using yet
  3. Cash flow pinch points and how your lender sees your numbers
  4. A 90-day priority list, ranked by dollar impact
  5. A working session to walk through it together
Step 2
Growth Partnership
From $5,000/mo

A 12-month retainer: your outside CFO, tax strategist and operations advisor. Pricing is set by the complexity found in your review.

  • Year-round tax strategy and quarterly projections
  • Monthly financial review and cash flow oversight
  • Lender, bonding and covenant monitoring
  • Growth advisory, including entity structure decisions
  • Monthly strategy meeting plus direct access between meetings
  • Your private portal, with every entity in one view
Start within 30 days of your review and half of the review fee is credited to your first month.

Tax return preparation is not included. It's available through our affiliated CPA firm under a separate engagement.

Dec 31

The deadline that matters.

Most year-end tax moves have to be made by December 31. Reviews started by December 1 leave time to act on what we find this year.

Attention, not a ticket number.

We limit how many clients each advisor leads, so your business gets attention, not a ticket number.

Apply for a Portfolio Review

Takes about 3 minutes. You'll get your next step by email right away.

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