GLOBAL 10X REPORT
This Swiftbooks Service is for clients with businesses who are ready to excel. With the Global 10x Report, your business will get Quarterly Reviews, Quarterly Company Analysis, and Quarterly KPI Reports.
Long Term master plan
Investment Cycle | Fast Track | Passive Income | Initial Investment | 10X |
|---|---|---|---|---|
Cycle 1 | 5 Years | 10 Years | $100,000.00 | $1,000,000.00 |
Cycle 2 | 10 Years | 20 Years | $1,000,000.00 | $10,000,000.00 |
Investments | Life Cycle | Buy | Gain Value | Get Loan (Tax Free) |
|---|---|---|---|---|
Stock | 5-20 | $100,000.00 | $1,000,000.00 | $700,000.00 |
Crypto | 5-20 | $100,000.00 | $1,000,000.00 | $700,000.00 |
Bond | 1-10 | $100,000.00 | $1,000,000.00 | $700,000.00 |
Corp Bond | 1-10 | $100,000.00 | $1,000,000.00 | $700,000.00 |
Real Estate | 5-20 | $100,000.00 | $1,000,000.00 | $700,000.00 |
Business | 5-20 | $100,000.00 | $1,000,000.00 | $700,000.00 |
$4,200,000.00 |
Global 10X Report services
Global Report
Something we get stuck looking at one aspect of our financial life when what we should be doing is looking at things from a global perspective. You assets, liabilities, investment and plans have to be evaluated using a global perspective to fine tune the decision making and to maximize your ROI.
Budget vs. Actual
Understanding what you should spend or save is vital to decision making. Taking a deep dive into what the planned expenses are vs what the actual expenses are we can make sure that your decision making is based on what is best for the company and its futures. Eliminating the emotional response to spending money.
funding Report
So often we are blind to what our options are. That is why the funding report provides you with an insight into what you qualify for and helps determine your financial strategy. Knowing if you qualify to buy a business, get working capital, start a new business or buy commercial real estate is vital to 10x you investments in under 10 years.
Personal Financials
Key Performance Indicator (KPI) – Measure business results are crucial to your success and that is why we provide these metric so that you may walk down the right path. Be able to measure your decision making and make adjustments when needed.
Strategy Meeting
Putting this master plan all by yourself is not advisable. You should always secure your team and the most important component is accountant and attorney. These individuals will provide you with necessary knowledge to make the correct decision and go down the right path. Time is so valuable and no amount of money can buy it back.
Consulting
It is easy to plan for all these successes but when you have to make a real decision it helps to have the information. That is why we give consultations based on asset acquisition and taking on liability. We sit evaluate the decision in front of you using facts and taking into account the global perspective of decision making.
