What is a Wealth Strategy Session & Business Valuation?
🚚 First, What It’s Not:
It’s not a cookie-cutter tax consult
It’s not a generic financial review
And it’s definitely not a sales pitch in disguise
✅ What It Is:
A focused, 1-on-1 strategy session for logistics business owners —specifically trucking brokers, fleet operators, and dispatch leaders—designed to uncover hidden tax savings, profit leaks, and growth opportunities inside your business.
✅ Scott’s Story
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"Protected While Alive — $353,000 Paid Out During Recovery"
Happy Customers
More than clients taken care of!
You’ll walk away with powerful insight into:
How your business structure is either helping or hurting your bottom line
Which tax strategies you’re eligible for—but not using
Where your cash is leaking (and how to plug it)
How to align your income, entity, and retirement plan like a true business owner—not a W-2 worker
Wealth Strategy Session & Business Evaluation
🚚 First, What It’s Not:
It’s not a cookie-cutter tax consult
It’s not a generic financial review
And it’s definitely not a sales pitch in disguise
✅ What It Is:
A focused, 1-on-1 strategy session for
logistics business owners—specifically trucking brokers, fleet operators, and dispatch leaders—designed to uncover hidden tax savings, profit leaks, and growth opportunities inside your business.
You’ll walk away with powerful insight into:
How your business structure is either helping or hurting your bottom line
Which tax strategies you’re eligible for—but not using
Where your cash is leaking (and how to plug it)
How to align your income, entity, and retirement plan like a true business owner—not a W-2 worker
🔍 What We’ll Evaluate and Valuate:
Revenue & expense flow
Entity type (LLC, S-Corp, C-Corp) and owner compensation
Tax history, reporting habits, and filing risk
Profit margins and operational inefficiencies
Retirement readiness and asset protection gaps
🧠 Who Leads the Session?
Your strategy call is delivered by a team of Licensed Financial Professionals and Enrolled Agents , backed by over 20 years of financial planning and tax strategy experience —and tailored to the logistics and freight industry.
Why It Matters:
What we offer is a unique approach to growing and managing your wealth on your terms.
Here are some key reasons to consider it:
Decrease Tax Exposure
Many owners are overpaying in self-employment or corporate taxes simply because their LLC or S-Corp isn't set up—or used—the right way.
Financial Freedom
Most logistics businesses leave money on the table by overlooking legal write-offs like per diem, home office, equipment depreciation, and tech tools.
Tax-Advantaged Growth
Overpaying ties up cash. Underpaying triggers penalties.
Without a plan, your cash flow suffers—and the IRS notices.
Legacy Planning
How you pay yourself affects your taxes, retirement, and reinvestment options. Most owners wing it and lose big.
Relying on a basic bookkeeper or tax preparer
A preparer records what happened. A strategist helps you plan what’s next—and protect what you’re building.
🔍 What We’ll Evaluate (Powered by AuguStar Financial):
Revenue & expense flow
Entity type (LLC, S-Corp, C-Corp) and owner compensation
Tax history, reporting habits, and filing risk
Profit margins and operational inefficiencies
Retirement readiness and asset protection gaps
How It Works
Your strategy call is delivered by a team of Licensed Financial Professionals and Enrolled Agents , backed by over 20 years of financial planning and tax strategy experience —and tailored to the logistics and freight industry.
📈 Why It Matters:
Because working harder shouldn’t mean paying more. You built your company to create freedom—not to be buried under taxes, penalties, or unpredictable profit margins.
Yet, most logistics businesses are:
Structured inefficiently
Many owners are overpaying in self-employment or corporate taxes simply because their LLC or S-Corp isn't set up—or used—the right way.
Missing key deductions,
Most logistics businesses leave money on the table by overlooking legal write-offs like per diem, home office, equipment depreciation, and tech tools.
Underpaying or overpaying quarterly
Overpaying ties up cash. Underpaying triggers penalties.
Without a plan, your cash flow suffers—and the IRS notices.
Not leveraging owner compensation strategies
How you pay yourself affects your taxes, retirement, and reinvestment options. Most owners wing it and lose big.
Relying on a basic bookkeeper or tax preparer
A preparer records what happened. A strategist helps you plan what’s next—and protect what you’re building.
More Info
Important Questions
❓ Are you paying yourself the smart way—or the expensive way?
Most logistics owners overpay in self-employment taxes without even realizing it. Salaries, draws, distributions—are you structured to maximize profit, or leak it?
❓ Does your business structure still make sense at your current revenue level?
What worked when you had one truck may be costing you five figures now. LLC vs. S-Corp vs. C-Corp isn’t a tax label—it’s a profit strategy. Is yours working?
❓ Are you using tax season to react… or to plan?
The IRS doesn’t care how hard you work. They care about how well you plan. Are you getting proactive tax strategy—or just an annual invoice?
❓ Is your retirement plan built for owners—or for employees?
Spoiler alert: IRAs and 401(k)s may not be enough. We’ll show you how to build a true owner’s plan using tax-advantaged tools most advisors don’t even talk about.
❓ What’s your backup plan if fuel costs rise, freight rates drop, or taxes spike?
Profit isn’t just what you make—it’s what you keep. Are you protected from volatility… or praying the numbers hold?
Looking for a First-Class Infinite Banking Consultant?
Looking for a First-Class Wealth Strategist Consultant?
Covenant Wealth is committed to serving you at the highest level with all your Wealth Strategy needs.
National Producer Number: 21549974
Company
Directories
Legal
Covenant Wealth is committed to serving you at the highest level with all your wealth strategy and wealth protection needs.
National Producer Number: 21549974
Company
Directories
Legal