Do I really need six separate people?

Six seats, not necessarily six firms — some professionals genuinely cover two. What never works is one generalist claiming all six, or seats nobody owns.

Who should be the Lead Architect?

Whoever sees the whole picture and accepts accountability for it — often the senior advisor or CPA. The title matters less than the explicit appointment.

What does the annual all-hands cover?

The Owner’s Audit flags, every structure’s administration (elections, filings, loan interest), figure changes, and the year’s one or two structural decisions. Ninety minutes, once a year, documented.

Success Squad Mapper · The Incorporated Owner

Your squad

0 / 6

0 of 6 seats filled. 6 empty seats — every structure in this book fails at the seams between advisors.

Lead Architect — empty. Opening question: “Who, specifically, is accountable for the whole picture — and do the others know it?”

Strategy-Oriented CPA — empty. Opening question: “What planning entries appeared on my last T2 that weren’t there five years ago?”

Tax Lawyer — empty. Opening question: “When did a lawyer last review my share structure against my exit intentions?”

Actuary (IPP/RCA) — empty. Opening question: “What would a valuation say my IPP capacity and past-service room actually are?”

Insurance Professional — empty. Opening question: “Show me the guaranteed column first — then the illustration.”

Investment Professional — empty. Opening question: “How does my corporate portfolio design account for the passive-income grind?”

Your 90-day plan

Weeks 1–2: list every advisor you pay today and map each to a seat (you just did the first half).
Weeks 3–8: interview two candidates for the empty Lead Architect seat — open with: “Who, specifically, is accountable for the whole picture — and do the others know it?”
Weeks 3–8: interview two candidates for the empty Strategy-Oriented CPA seat — open with: “What planning entries appeared on my last T2 that weren’t there five years ago?”
Weeks 3–8: interview two candidates for the empty Tax Lawyer seat — open with: “When did a lawyer last review my share structure against my exit intentions?”
Weeks 9–10: name one coordinator (usually the Lead Architect) and tell the others.
Weeks 11–12: sign CPA communication permissions so advisors can talk without you relaying.
Week 13: book the first all-hands review with your Owner’s Audit flags on the table.

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Ask your Advisor

Which seat do you believe you fill for me — and who fills the others?

Ask your CPA

Will you accept a standing communication permission with my other advisors, and use it?

Ask your Advisor

How are you compensated on everything you have recommended to me this year?

Your squad

0 / 6

0 of 6 seats filled. 6 empty seats — every structure in this book fails at the seams between advisors.

Lead Architect — empty. Opening question: “Who, specifically, is accountable for the whole picture — and do the others know it?”

Strategy-Oriented CPA — empty. Opening question: “What planning entries appeared on my last T2 that weren’t there five years ago?”

Tax Lawyer — empty. Opening question: “When did a lawyer last review my share structure against my exit intentions?”

Actuary (IPP/RCA) — empty. Opening question: “What would a valuation say my IPP capacity and past-service room actually are?”

Insurance Professional — empty. Opening question: “Show me the guaranteed column first — then the illustration.”

Investment Professional — empty. Opening question: “How does my corporate portfolio design account for the passive-income grind?”

Your 90-day plan

Weeks 1–2: list every advisor you pay today and map each to a seat (you just did the first half).
Weeks 3–8: interview two candidates for the empty Lead Architect seat — open with: “Who, specifically, is accountable for the whole picture — and do the others know it?”
Weeks 3–8: interview two candidates for the empty Strategy-Oriented CPA seat — open with: “What planning entries appeared on my last T2 that weren’t there five years ago?”
Weeks 3–8: interview two candidates for the empty Tax Lawyer seat — open with: “When did a lawyer last review my share structure against my exit intentions?”
Weeks 9–10: name one coordinator (usually the Lead Architect) and tell the others.
Weeks 11–12: sign CPA communication permissions so advisors can talk without you relaying.
Week 13: book the first all-hands review with your Owner’s Audit flags on the table.

Success Squad Mapper

The six seats — check the ones genuinely filled

Red flags — check any you’ve seen from a current advisor

Your 90-day plan

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Questions to ask your advisor

Continue in book order

The six seats — check the ones genuinely filled

Red flags — check any you’ve seen from a current advisor

Your 90-day plan