- PRICING
You pay for outcomes, not hours.
We use value-based pricing. What you invest is tied to the measurable impact we create, not the time we spend. Every engagement is scoped around your specific situation.
"We never charge for time. We charge for transformation the difference between where you are and where our work takes you."
- DWIGHT HUNTER, CO-FOUNDER & MANAGING PARTNER
- WHY VALUE-BASED PRICING
Your goals drive the number, not our clock.
Traditional firms charge by the hour. This model creates a conflict of interest because the more complex your situation becomes, the more you pay regardless of the outcome. We align our compensation with your results. When you win, we win. Every engagement is scoped, documented, and priced before we begin, so there are no surprises.
- ENGAGEMENT LEVELS
Three ways to work with us
Each tier is a starting framework. Your actual engagement is scoped during the discovery process based on your complexity, goals, and the value we can deliver.
- FOUNDATION
Essential
$500-$2M in assets required.
- STARTING INVESTMENT
Custom
Scoped after discovery call
- GROWTH
Comprehensive
$2M–$7M in assets required.
- STARTING INVESTMENT
Custom
Scoped after discovery call
- LEGACY
Premier
$7M–$10M+ in assets required.
- STARTING INVESTMENT
Custom
Scoped after discovery call
- HOW IT WORKS
Our value-based process
Value-based pricing requires more conversation upfront and that’s intentional. We need to understand your situation completely before we can scope an engagement that’s fair to both of us.
Discovery Call
A 45-minute conversation to understand your financial complexity, goals, and the gap between where you are and where you want to be.
Value Assessment
We identify the specific outcomes we can deliver, including tax savings, efficiency gains, and risk reduction, and we quantify the value of those outcomes.
Proposal
We present a scoped proposal with a flat engagement fee tied to the value delivered. No hourly rates, no scope creep surprises.
Onboarding
Your dedicated team is assigned and we begin building your financial infrastructure immediately. You see results, not activity reports.
- COMMON QUESTIONS
FAQs
Why don't you publish specific prices?
Because the value we deliver varies significantly by client. A flat published price would either undervalue what we do for complex clients or overcharge simpler ones. Every engagement is scoped to your specific situation.
Is there a minimum asset level to work with EBMG?
We work with professionals starting at $500K in assets.
How does value-based pricing benefit me?
You know your total investment before we begin. There’s no meter running, no billing surprises, and no incentive for us to create unnecessary complexity. We’re aligned with your outcomes.
What service items does your family office solutions comprise of?
What if my needs change during the engagement?
Engagements are reviewed annually and adjusted as your situation evolves. If significant scope changes occur mid-engagement, we discuss and agree on adjustments before proceeding.