10/15/2026
There's no one-size-fits-all answer to "how much financial help do I need?"
Under $1M? A tax check-in once a year might be plenty. Past $5M, you can't be the one holding it all together solo anymore. At $10M? Real advice isn't going to cost less than $1,000/month, and it shouldn't.
The common denominator: know where your business actually is, and get the level of support that matches. Not more, not less, not whatever's cheapest.
That's the whole point of financial advisement done right.