The PAID Method

Diagnose theBusiness.Uncover theOwner Gaps.

The PAID Method™ gives advisors a 47-point diagnostic that scores business owner wealth position across four domains — and turns the results into a complete wealth plan and solution for business owners.

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PAID Diagnostic — Acme Industries
34/ 100

Overall PAID Score

Critical readiness — 4 priority gaps identified

Business: 34Personal: 37

Framework Scores

Protect41
Align37
Integrate27
Distribute16

Wealth Gap

Target Value$5,000,000
Current Business Value$1,500,000
Wealth Gap$3,500,000

Priority Recommendations

HighEstablish buy-sell agreement funding mechanism
HighReview key-person life insurance coverage gaps
MedAlign owner compensation with wealth objectives
MedEvaluate qualified plan contribution strategy
Wealth Domains
Protect, Align, Integrate & Distribute
Client assessment time
Structured questionnaire
Diagnostic data points
Across four wealth domains
Products & Tax Strategies
Engine powered by AI
The Problem

Business owners need holistic answers.

What Business Owners Face

  • Business value is trapped — no clear path to personal liquidity
  • Personal wealth lags far behind business success
  • No structured framework to identify planning priorities
  • Advisors bring products, not diagnosis or strategic clarity

What Advisors Gain With a Diagnostic

  • A structured way to uncover hidden planning opportunities
  • Conversations shift from product-focused to strategy-first
  • Clear differentiation from other advisors in the market
  • Business owner relationships become advisory, not transactional
The Framework

Four domains. One plan.

P

Protect

Protect business value and reduce vulnerabilities that could erode what the owner has built.

A

Align

Align business economics with owner wealth objectives to close the gap between business success and personal financial security.

I

Integrate

Coordinate business and personal financial strategies so they reinforce each other rather than working in isolation.

D

Distribute

Transfer and preserve wealth efficiently — ensuring the owner captures the value they have created.

The Process

Five steps to clarity.

1

Invite Your Client

Send a secure assessment link directly from the platform.

2

Client Completes Assessment

A structured questionnaire covering all four PAID dimensions.

3

Platform Scores Results

Automated scoring of business readiness and wealth alignment gaps.

4

Generate Reports

Advisor-ready reports with prioritized opportunities and action items.

5

Lead the Conversation

Walk into every meeting with clarity, structure, and a differentiated approach.

Advisor Benefits

Create an Advisor Advantage.

Differentiate

Stand apart from product-focused advisors with a structured diagnostic process that demonstrates expertise.

Discover Opportunities

Uncover hidden planning gaps and revenue opportunities that traditional discovery misses.

Increase Engagement

Deepen client relationships by leading with diagnosis and strategic clarity instead of product recommendations.

Create Recurring Revenue

Build ongoing advisory relationships around the PAID framework and annual diagnostic reviews.

Coordinate Professionals

Become the quarterback of the client's advisory team with a shared diagnostic language.

Resources

More than software. 
An Advisor Ecosystem.

More resources coming soon

The PAID Method™ Book

The definitive guide to diagnosing and solving business owner wealth gaps.

Advisor Resources

Scripts, frameworks, and tools to implement the PAID Method in your practice.

Case Studies

Real-world examples of advisors using the PAID Method to transform client relationships.

Educational Content

Articles, guides, and research on business owner wealth planning.

Webinars & Training

Live and on-demand training for advisors at every stage of implementation.

Start here

Transform the way 
you advise 
business owners.

Move beyond products and valuations. Start every business owner relationship with diagnosis, clarity, and a structured planning framework.

30-minute intro call
Advisor-ready reports
No commitment required
Schedule a conversationSee Founding Advisor pricing
The PAID Method™

A proprietary diagnostic platform and framework designed to help advisors diagnose, prioritize, and solve the wealth gaps hidden inside privately held businesses.

Created by Owner Advisory Group, Inc.

© 2026 Owner Advisory Group, Inc. All rights reserved.

The PAID Method™ is a trademark of Owner Advisory Group, Inc.