Work With Us

At Terra Firma, we believe in building lasting partnerships with our clients based on trust, transparency, and tangible results. Our process is designed to provide deep insights into your financial landscape and uncover significant opportunities for tax savings and financial growth.

Getting Started

After the Cash Flow Recovery conversation, our relationship with every client begins with an initial Discovery Process. During this time, we take a deep dive into your financial life, uncovering valuable information about your tax situation, business entity structure, assets, cash flow, and company valuation. This detailed analysis allows us to tailor a financial strategy that suits your unique needs and goals.

Based on our findings and the potential tax savings we identify, we’ll create a custom monthly membership plan designed to maximize your financial health. Our goal is for the IRS to cover our fee at least twice over, ensuring not only that our fee is covered but that you’re able to put additional money back into your business and portfolio. 

What’s Included

Our comprehensive Discovery Process includes a full financial assessment and draft tax plan, which we will share with you upon completion. Additionally, the Discovery Process includes four coaching calls, designed to give you complete clarity on the impact we can have together on your finances, business, and life. 

Your Full Financial Assessment

We conduct an exhaustive review of your financial status, identifying strengths and opportunities.

Your Company Valuation

We evaluate your business to understand its current value and potential for growth.

Your Personal Goals

We discuss your personal and professional aspirations to ensure our strategies align with your life goals.

Your Draft Tax Plan and Membership Proposal

We present a custom tax plan and membership proposal tailored to your needs.


The investment for our Discovery Process is $2,500.

This fee covers our comprehensive assessment of your full financial picture, which we use to calculate your Total Strategic Value (TSV.) This number represents the tax savings we’ll achieve for you plus the increase you’ll see in your company’s multiple by implementing our proven strategies. It also covers your draft tax plan and strategies report, current company valuation, four coaching calls, and your custom membership proposal.

Money Back Guarantee

We are committed to delivering exceptional value and ensuring your satisfaction. If, for any reason, you’re not happy with our work or your experience during the Discovery Process, we offer a no-questions-asked, money-back guarantee.

You’re also under no obligation to move forward with us after the Discovery Process is complete. Our goal is to provide such valuable insights and powerful information during this initial period that continuing with our membership will be an easy and obvious choice.

Work With Us at Terra Firma

Get in touch with us to learn more, or start your Discovery Process today.

We look forward to partnering with you and helping you achieve total peace and confidence in your financial life, and beyond.