Explore Clearpoint Advisory Packages
Foundation — Business Launch System $499
Build your business the right way from day one.
- Entity structure guidance
- EIN and compliance checklist
- Business banking setup strategy
- Operating agreement template and structure
- 30-minute advisory call
Growth — Bankable Business System $1,499
Position your business for credibility, banking, and growth.
- Everything in Foundational
- Banking relationship strategy
- Business credit profile setup
- Credit stack roadmap
- Funding readiness checklist
- Two advisory calls
Capital — Funding Positioning System $3,499
Prepare your business to pursue funding with structure and confidence.
- Everything in Growth
- Personalized funding strategy
- Application sequencing
- Lender positioning
- 60 days of advisory access
