By the Books Consulting Financial Clarity & Legacy Partnership
Application for Consideration

Thank you for your interest in the Financial Clarity & Legacy Partnership.

This annual engagement is structured for business owners whose financial complexity requires integrated oversight and strategic coordination across entities.

The application below allows us to assess structural alignment, scope,
and readiness for this level of engagement.

Please answer thoughtfully and completely.

All information is held in strict confidence.

Full Name *

Email *

Phone *

Primary Business Name *

Industry / Primary Revenue Source *

How many active businesses do you currently operate? *

2-3

4-6

7﹢

How would you describe your current financial visibility? *

When was the last time your entity structure was formally reviewed for strategic alignment? *

Within the past 12 months

1–3 years ago

More than 3 years ago

Never formally reviewed

Which areas feel most complex or uncertain right now? *Select all that apply

What prompted you to explore structured financial oversight at this time? *

What would “clarity” look like for you 12 months from now? *

Are you seeking short-term diagnostic support or long-term integrated oversight? *

Diagnostic clarity only

Long-term integrated oversight

Unsure

The Financial Clarity & Legacy Partnership is an annual engagement typically ranging from $36,000–$60,000+ depending on scope. Are you prepared to invest at this level if alignment exists? *

Yes

Potentially, depending on scope

Not at this time

Are all key decision-makers prepared to participate in strategic financial planning discussions? *

Yes

Unsure

Is there anything else we should understand about your current financial structure or objectives?

The Financial Clarity & Legacy Partnership is structured as a limited annual engagement.

Applications are reviewed prior to confirmation of a Financial Clarity Session.

If alignment appears strong, you will be invited to request a confidential session.