Platinum Membership

Monthly strategic CFO level consulting to create your permanent business entity funding plan


Swamped with tasks and dreading the complexity of financial planning and CFO responsibilities? Unlock the secret to saving $250k/year with our exclusive membership. The Platinum Membership offers finance, planning and analysis (FP&A) consulting services, providing monthly CFO-level strategies tailored for ownership level discussions. Unlock the power of your business finances with our premier package! Propel your business forward with expert debt leveraging strategies, insightful EIN credit advising, precision-tailored cash flow growth expansion and astute debt management techniques. Dive into deep financial analysis and masterful balance sheet strategies – all tailored for your business growth success! The membership additionally features a consultation with a seasoned professional for cost reduction/automation business improvement. Additional Fundability team members will assist in a step-by-step program to secure business entity funding through various methods, including creating business credibility, developing a business credit profile, designing a credit portfolio, demonstrating proper payment sequences and accessing a wide range of lenders and programs. Maximize your venture's potential with expert CPA-driven business entity and tax strategizing, seamlessly integrated with your new business's EIN for enhanced credit and capital access. The ultimate goal is to help businesses achieve significant borrowing capabilities comparable to larger corporations like the ones on Wall Street.

Here's what you will get with your Platinum Membership:

  • Everything in the Gold Membership Plus:

  • Monthly CFO Level Business Strategy Credit and Capital Consulting Strategy Sessions

  • Guidance for debt leveraging and/or debt structuring (as it relates to balance sheets)

  • Insight, planning and tailored solutions for annual business entity tax strategies

  • Unlimited Fundability business customer support with a trained advisor (for business credit & funding matters)

  • Quarterly FP&A coaching related to company cash flow and debt service growth strategies

  • Year End Business Entity Tax Preparation for Federal Filing (State add-on additional cost)

  • Optional Full Monthly Bookkeeping/Accounting and CPA Prepared Financial Statement Compilations (additional cost)

  • 1 VIP Ticket to 1 bi-annual Magnify your Wealth Summit
    (Savor exquisite lunches and dinners alongside other VIP Executives & Guest Speakers)


This full-service business membership program includes everything we offer in Silver and Gold with the addition of CFO level guided business strategies. Also included is ongoing comprehensive business entity targets that develop a permanent business entity finance & credit integration. This helps you, as a business owner, develop a long term strategic guided financial plan to convert from personal credit use to direct business entity credit. This is typically the right plan for your business if you are above $1,000,000 in annual revenue.

We offer a single pay discount price of $19,900 for this membership.

Regular pricing with our finance plan is a $9,997 start fee and $899/month payment

(this also becomes your first reporting line of credit to your business entity by using this method of payment with us.)

Interested in a different package?

Find the package that best fits your needs!

business finanace Now

Meets Immediate Short Term Credit & Capital

$997 Annual

  • Funding Matches with Over 1,000 Lending Programs at One Location

  • 24/7 Business Funding Platform Access

  • One-on-One Dedicated Credit Consultant Access

  • 12 Months of Membership AccessFunding Strategy Sessions with Real Time Live Guidance

SILVER MEMBERSHIP

Entity Credit Development to Convert from personal Credit Use to Business Entity Credit

$3,950 1st year

*financing plans available

  • 12 Months of Full Platform Membership

  • 24/7 Access to the Fundability Software as a Service

  • 12 Month Step by Step Live Platform Coaching

  • Business Entity Credit Establishment With Starter EIN Vendor Accounts

  • Establishing the 125 Critical Data Points for your Business Entity

  • Get Correctly Listed With All Major Business Credit Bureaus to Start building your EIN Credit

  • Financing package will be your first reporting trade line on your EIN

  • Access To More than a Thousand Different Business Credit Providers

  • Unlock Over 1,000 Lending Programs – Find Your Perfect Funding Match in One Convenient Place

  • Special Invitation to 1 bi-annual Magnify Your Wealth Summit
    *discounted admission

GOLD MEMBERSHIP

Entity Finance & Credit Guidance to Develop a Long Term Permanent Financial Path

$7,549 1st year

*financing plans available

  • Everything in Silver Membership Plus:

  • 1 on 1 Quarterly Strategic accountability training meeting for financial development

  • Expert Funding Partnership Match with Pre-Vetted Business Lenders

  • Unlock the Power of Business Credit Intel on Prospective Partners or Acquisition Targets

  • Access to Your Business Valuation Toolkit

  • 12-Month All-Inclusive Compliance Dashboard with Robust AI & Financial Roadmap

  • Maximize Your Returns with Our Yearly Comprehensive Credit & Capital Utilization Evaluation

  • Cost Reduction/Automation Business Improvement Consultation

  • Elevate Your Enterprise with Advanced Credit & Capital: Tailor-made Lending Solutions Across 1000+ Programs to Perfectly Suit Your Business Ambitions

  • LBCA Membership Portal with Exclusive Access to Informational Videos and Content

  • 1 Regular Admission Ticket to 1 bi-annual Magnify your Wealth Summit

PLATINUM MEMBERSHIP

CFO Level Business Strategies with Ongoing Business Entity Credit & Financial Integration

$19,900 1st year

*financing plans available

  • Everything in the Gold Membership Plus:

  • Monthly CFO Level Business Strategy Credit and Capital Consulting Strategy Sessions

  • Guidance, Insight, Planning and Tailored Solutions for Business Entity Tax Strategies

  • Full Business Customer Support with a dedicated Advisor
    *As Needed Basis for Accounting Matters

  • Quarterly CFO Coaching Related To Company Balance Sheet and Liability Issues

  • Year End Business Entity Tax Preparation for Federal Filing *State add-on optional

  • Optional Full Monthly Bookkeeping/Accounting and CPA Prepared Financial Statement Compilations

  • 1 VIP Ticket to 1 bi-annual Magnify your Wealth Summit
    (Savor exquisite lunches and dinners alongside other VIP Executives & Guest Speakers)

*Silver single pay discount price - regular pricing with finance plans begin with as little as $2500 start fee and $195/month payment

**Gold single pay discount price - regular pricing with finance plans begin with as little as $3950 start fee and $365/month payment

***Platinum single pay discount price - regular pricing with finance plans begin with as little as $9997 start fee and $899/month payment

Got Questions? Let's Chat!

Hear From Our Clients

The suite’s business credit building process unlocked more funding options than I ever imagined, opening up new possibilities for my business!

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★★★★★

Cheryl Risner

Happy Client

Within a month, the suite helped set up my business correctly, establish trade lines and revolving credit, and now I'm on track to receive funding.

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★★★★★

Edward Araujo

Happy Client

Within 4 months I was able to secure $50,000 in funding for my business! I will definitely be referring all my clients to use the Business Finance Suite.

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★★★★★

Brian Howard

Happy Client

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