On-Demand Courses and Live Coaching that

Take the Mystery Out of
Growing a Business

Get practical frameworks you can use to grow your small business

Growing a Business Should Not Be a Mystery

Without the practical skills, you need to grow a business and advance your career, it’s going to cost you…

  • Your business won’t grow
  • Your team will lose trust in you
  • You’ll wonder if you’re reaching your potential
  • You won’t get that promotion
  • You’ll keep feeling like a “business imposter”
  • You’ll keep guessing at which path leads to business success

You don’t have to fake it till you make it. Join Business Made Simple and get everything you need to become a competent professional who doesn’t just sound like they understand business — you’ll actually know how a business works and how to grow it.

Your Subscription Gives You Everything You Need to Grow a Business. All For Just $275/year.

On-Demand Courses

Our ever-growing library of on-demand courses will take the mystery out of growing your business.

Live Monthly Coaching

Once a month, Donald Miller holds a member-only Livestream to coach you on a crucial business skill and answer your questions.

Professional Development Plan

We don’t just give you the content and leave you to it. You’ll get a professional development plan, course workbooks, and assessments to test your knowledge.

How and where are the funds invested?

Your assigned Financial Advisor will send you a Risk Tolerance Questionnaire.

The Trustee(Brett Swarts)and the Financial Advisor will use this document as a guide to draft the Deferred Sales Trust™ target investment asset allocation, the proposed Deferred Sales Trust™ note interest rate, and the timing of payback to you on the Deferred Sales Trust™ note. With this signed document, the Trustee and the Financial Advisor will be taking into account your investment goals, tolerance for risk as well as your net worth and income. This questionnaire is one of the tools that will help Brett Swarts of Capital Gains Tax Solutions and Financial Advisor determine the most suitable investments to provide adequate collateral for the Deferred Sales Trust™ note.

After we receive the fully executed Risk Tolerance Questionnaire we will send you the draft allocation for your approval and signature.

Once approved, and once your transaction has closed, the Financial Advisor will open a TD Ameritrade account for your Trust and we will provide you a form to sign so you can also monitor and view your account. 

*Please note… no investments are made without your approval. Investments can include stocks, bonds, mutual funds, insurance, real estate, & business ventures.

➤ DOWNLOAD AND WET SIGN RISK TOLERANCE QUESTIONNAIRE

Your assigned transaction coordinator will send you this risk tolerance questionnaire via DocuSign (we use DocuSign for digital signatures) for your convenience.

In case you prefer to have a document downloaded and wet signed, you may download the document by clicking the button below.

Please print, wet sign, scan and send it via email to 
client-experience@capitalgainstaxsolutions.com

➤ DOWNLOAD AND WET SIGN RISK TOLERANCE QUESTIONNAIRE