The PAID Method platform gives advisors a proprietary 47-point diagnostic that quantifies the wealth gap hidden inside every privately held business — and generates advisor-ready reports instantly, matched to 200+ products and tax strategies.
Covering every major wealth-building lever in a privately held business
From first question to scored report — in a single client session
Engine powered by AI — matched instantly to diagnostic results
Protect, Align, Integrate & Distribute
Every business receives a composite PAID Score — a single number from 0 to 100 that represents how well the owner has addressed the four major wealth-building pillars. The score drives the advisor conversation.
Overall PAID Score
Critical readiness — 4 priority gaps identified
Framework Scores
Wealth Gap
Priority Recommendations
A proprietary 47-point diagnostic that quantifies the wealth gap hidden inside a privately held business. Advisors run the assessment in a single 25-minute session — the platform scores it instantly and generates a ranked priority list of 200+ matched products and tax strategies.
The platform evaluates every business across four dimensions: Protect, Align, Integrate, and Distribute. Each pillar surfaces specific gaps — underfunded buy-sell agreements, missed depreciation strategies, inefficient compensation structures — with dollar-value estimates attached.
Every diagnostic generates a client-facing report and an advisor strategy brief. The client report explains the gaps in plain language. The advisor brief maps each gap to a specific financial product or planning strategy — so you walk into every follow-up meeting with a clear agenda.
The platform tracks every diagnostic across your book of business — surfacing which clients have the largest unaddressed gaps, which opportunities are time-sensitive, and which businesses are approaching liquidity events. Your pipeline becomes a ranked list of highest-value conversations.
The PAID assessment gives advisors a structured reason to have a deeper conversation with every business-owner client. It replaces the cold pitch with a diagnostic — and diagnostics get meetings.
Every assessment generates a client-facing report that explains the gaps in plain language — and an advisor brief that maps each gap to a specific product or strategy. You walk in with a plan.
The platform tracks every diagnostic across your book of business. You can see which clients have the largest unaddressed gaps, which opportunities are time-sensitive, and where to focus next.