Ready to Build Your Assessment?
Before you complete your purchase, take a moment to review the Intake Form below.
This shows exactly what information you’ll be asked to provide after checkout — so you can move quickly and get the most accurate assessment possible.
The more complete and accurate your inputs, the more precise and useful your Strategic Assessment will be.
No confidential documents are required.
You can complete the intake using listing details, broker-provided information, and your own notes.
What Happens After You Purchase
Once your payment is processed via our secure gateway, the process moves quickly to ensure we get to your assessment as soon as possible:
- Instant Access: You’ll be redirected to a private page with your Intake Form link.
- Email Backup: You’ll also receive a confirmation email with your receipt and a backup link — so you can complete the form when you’re ready.
- Submit & Schedule: Once your intake is submitted, you’ll book your 40-minute Strategy Call using my private calendar.
- Deal Walkthrough: I’ll call you directly at your scheduled time to walk through the deal — where it works, where it’s fragile, and what needs attention.
Your Strategic Summary: Within 24 hours of our call, your written Strategic Assessment Summary is delivered to your inbox.
You’ll get immediate access to your Intake Form after purchase.
No Tax Returns or Sensitive Docs Required - I analyze your deal based on the listing data and the numbers you already have at the pre-LOI stage.
Have Questions?
Contact us toll free at:
1(866) 325-1297
Office hours:
Monday – Friday 7AM-5PM PST
