Turn Your Business Success Into Lasting Wealth

Discover if your business is ready to fuel your path to financial independence through strategic passive income investments.

As a successful entrepreneur, you've built a thriving business. Now it's time to leverage that success into lasting wealth that works for you 24/7.

Take our expert-designed assessment to receive your personalized Investment Readiness Score™ and actionable roadmap to financial freedom.

Revenue Diversification Plan

Investment Opportunities

Wealth Building Timeline

Cash Flow Optimization

Risk Assessment

Exit Strategy Options

Start Your Investment Readiness Assessment

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Your Business Success, Amplified

Transform your entrepreneurial success into lasting wealth with our proven investment readiness system.

Strategic Investment Planning

Get a customized roadmap showing exactly when and how to invest your business profits for maximum returns.

Risk-Managed Growth

Learn how to protect your core business while building new income streams through strategic diversification.

Tax-Optimized Wealth Building

Discover investment strategies that help minimize tax burden while maximizing your long-term wealth potential.

Time-Efficient Implementation

Access proven systems to build passive income without sacrificing the time needed to run your business.

Your Business Success, Amplified

Transform your entrepreneurial success into lasting wealth with our proven investment readiness system.

Strategic Investment Planning

Get a customized roadmap showing exactly when and how to invest your business profits for maximum returns.

Risk-Managed Growth

Learn how to protect your core business while building new income streams through strategic diversification.

Tax-Optimized Wealth Building

Discover investment strategies that help minimize tax burden while maximizing your long-term wealth potential.

Time-Efficient Implementation

Access proven systems to build passive income without sacrificing the time needed to run your business.

Why Take Action Now?

The best time to start building passive income was yesterday. The second best time is today.

Market Timing

Current market conditions present unique opportunities for business owners to diversify into passive income streams with potentially higher returns.

Time Leverage

The sooner you start, the more time your investments have to compound. Every month delayed is potential passive income lost.

Expert Guidance

Get personalized insights from successful entrepreneurs who've already built significant passive income streams alongside their businesses.

Why Take Action Now?

The best time to start building passive income was yesterday. The second best time is today.

Market Timing

Current market conditions present unique opportunities for business owners to diversify into passive income streams with potentially higher returns.

Time Leverage

The sooner you start, the more time your investments have to compound. Every month delayed is potential passive income lost.

Expert Guidance

Get personalized insights from successful entrepreneurs who've already built significant passive income streams alongside their businesses.

What You'll Gain

Our comprehensive assessment provides actionable insights to help you build lasting wealth

Clear Investment Timeline

Get a personalized roadmap showing exactly when your business is ready for strategic investments.

Risk Assessment Score

Understand your business's strengths and vulnerabilities across 7 critical areas of investment readiness.

Financial Clarity

Identify the optimal amount to invest without compromising your business operations.

Protection Strategy

Learn how to safeguard your business while building additional income streams.

Time Management

Discover passive investment opportunities that don't require constant attention.

Growth Opportunities

Uncover new ways to leverage your business success for long-term wealth building.

What You'll Gain

Our comprehensive assessment provides actionable insights to help you build lasting wealth

Clear Investment Timeline

Get a personalized roadmap showing exactly when your business is ready for strategic investments.

Risk Assessment Score

Understand your business's strengths and vulnerabilities across 7 critical areas of investment readiness.

Financial Clarity

Identify the optimal amount to invest without compromising your business operations.

Protection Strategy

Learn how to safeguard your business while building additional income streams.

Time Management

Discover passive investment opportunities that don't require constant attention.

Growth Opportunities

Uncover new ways to leverage your business success for long-term wealth building.

"Hi, I'm Heather Parsons — fractional CFO, real estate investor, and founder of Summit CFO. I created this assessment to help entrepreneurs at every level take the right steps toward investing wisely — without putting their businesses at risk."

"Whether you're at $50K or $5M, strong investing always starts with strong foundations. Let's build yours. 💬"

Heather Parsons

Founder, Summit CFO

"Hi, I'm Heather Parsons — fractional CFO, real estate investor, and founder of Summit CFO. I created this assessment to help entrepreneurs at every level take the right steps toward investing wisely — without putting their businesses at risk."

"Whether you're at $50K or $5M, strong investing always starts with strong foundations. Let's build yours. 💬"

Heather Parsons

Founder, Summit CFO

SUMMIT CFO

Helping businesses prepare for investment with

our comprehensive readiness checklist.

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