Advisory rule #1: deliver at least 3× ROI before you pitch

Before we ever propose a tax-planning, business-advisory, or benchmarking engagement, we run every opportunity through this quick, disciplined framework:

• Understand the client’s current position & priorities
  • Deep-dive interview (see sections 6.1 & 6.2)
  • Capture goals, risks, and “must-haves”
• Quantify the value we can add
  • Estimate tangible wins — e.g.
    • $20,000 tax saving this year
    • Asset-protection structures
    • Eliminate CGT on a future business sale
  • Calculate delivery time & internal cost
  • Price the engagement
• Apply the 3× Test]
  • If projected client benefit ≥ 3 × our fee (ideally 5–10 ×)… proceed to a formal proposal.
  • If not, we walk away or redesign the scope.
• Why it works:
  • Builds trust through transparent ROI.
  • Filters out low-impact work, freeing capacity for high-value engagements.
• Positions your firm as a strategic partner, not a cost centre.

This is the mindset that powers every TaxFitness plan — and it’s how top advisory firms win loyal, high-value clients.