Advisor Package

Service Structure: 5 one-hour virtual sessions (via Zoom or secure platform), scheduled at your convenience. Each session builds on the last, with homework assignments and follow-up resources.

Duration and Format: Total ~5 hours, plus unlimited email support during the program. Sessions are interactive, with screen sharing for tools like wallet demos or mining simulations.

Target Audience: Accredited investors, crypto-curious professionals, or mining project participants looking to optimize Bitcoin acquisition

Delivery: Led by me (as Managing Member) or qualified advisors, with access to our network.

What You'll Learn and Achieve:

This isn't a generic course—it's a strategic roadmap personalized to your goals, risk tolerance, and portfolio. Here's an example session breakdown:

1. Session 1: Bitcoin Fundamentals & Mindset Shift (1 hour)

   • Cover Bitcoin basics: Blockchain, scarcity (21M cap), history, and the "orange pill" philosophy.

   • Personal insight: I share my story of starting with $150,000 and building to multi-project scale, helping you overcome common fears like volatility.

   • Outcome: Customized learning plan and wallet setup guide.

2. Session 2: Acquisition Strategies & Mining Basics (1 hour)

   • Devise ways to acquire Bitcoin: Spot buys, DCA (dollar-cost averaging), mining participation

   • Strategic advantage: We optimize for your situation

   • Outcome: Personalized acquisition strategy, including ROI projections.

3. Session 3: Tax Efficiency & Depreciation Optimization (1 hour)

   • Explore tax benefits: CCA pass-through in Alberta ULCs (50% year 1 on $700K equipment, ~$175K savings at 50% rate) or MACRS in U.S.

   • Personal insight: I explain how I structured my Wyoming LLC for no state tax and cross-border flow-through, helping you save on mining income (taxable at FMV).

   • Outcome: Custom tax strategy document, with tools for tracking FMV and deductions.

4. Session 4: Risk Management & Treasury Building (1 hour)

   • Strategies for volatility: Hedging, diversification, Bitcoin-denominated treasury (like our parent company's approach).

   • Mining tie-in: Integrate with your projects (e.g., 90% profits to you, non-dilutive).

   • Outcome: Risk assessment report and treasury plan.

5. Session 5: Long-Term Strategy & Legacy Planning (1 hour)

   • Build a 5–10 year plan: Accumulation goals, inheritance planning, tax preparation, etc

   • Outcome: Comprehensive strategy document, with follow-up support.