X7 Executive – Membership Tiers & Benefits
Starting at $127/month, tailored for growth-focused businesses.
X7 Community Bridge™
- Work on Your Business Office Hours With Patrick (1 Hour Monthly )
- Episode on The Main Street Money Show Podcast
Community & Vendor Engagement
$127/Month
For those wanting more than just a free networking experience. Intentional, grass roots, relationship-based business development. You’re looking to be a part of a local growing community of business owners, or desire to learn more about scaling your business in the most cost-effective manner.
Business Profiles Desired
Service Based Businesses Only at This Time
Vendors Approved Based on Member Needs
Vendors: Unlock visibility, referrals, and collaboration opportunities with our business-owner community.
X7 Community Bridge™ Membership
$127 Monthly
- Business Launch Project
- Website and Social Media Buildout
- Episode on The Main Street Money Show Podcast
- Work on Your Business Office Hours With Patrick (2 Hour Monthly )
- Community Referrals
X7 Business Launch ™
Business Launch Oversight
$3,500 Upfront &
$247/Month
For hardworking owners ready to stop winging it and start building a solid foundation. This level helps you design your processes, build lead generation systems, stay consistent, and grow your business while you’re working in your business.
Topics Schedule
Phase 1- Business Setup and Foundations
Phase 2- Raising & Managing Capital and Financing Options
Phase 3- Business Financial Foundations
Phase 4- Marketing That Doesn’t Break the Bank
Phase 5- The Customer Journey & Retention
Phase 6- Business Owner Profits Planning & Liability Protection
Phase 7- Tax Strategies for Small Business Owners & Real Estate Professionals
Phase 8- Building a Scalable Team & Employee/Employer Benefits
Phase 9- Proactive Legal and Estate Planning
Phase 10- Systems & Processes That Run Without You
Phase 11- To Scale, Sell or Be Content
Phase 12- Annual Wrap-Up Conversations
FAQ’s
$3,500 New Businesses Setup Only
$247 Monthly for Existing Businesses
X7 Business Launch Membership
$247 Monthly
X7 Ascend™
Fractional Business Oversight Package
$3,500/Month
For business owners who are ready to scale without the headache of hiring multiple specialized roles. X7 Ascend™ combines audience-building growth strategies, time-saving automation, and skilled back-office support into one powerful package. We eliminate inefficiencies, streamline your systems, and offload tasks so you can focus on running — and growing — your business.
FAQ’s
Service Based Businesses
3 Month Minimum Commitment
- Monthly Financials Review
- Dedicated Business Manager
- 40 Hours of Executive Virtual Assistance
X7 Ascend™ Membership
$3,500 Monthly
X7 Wealth Ops™
Fractional Business Oversight Package
$7,000/Month
For those committed to building year-over-year efficiency and growth. This high-level support program blends financial and tax strategy, operations optimization, team leadership, and technology implementation into one cohesive plan. We act as your fractional CFO/COO and strategic partner — ensuring systems, people, and numbers align to scale your company with less stress and more profit.
- Task and Ticket Workflow assignment system
- Monthly Financials Review
- Quarterly Tax Review
- 80 Hours of Executive Virtual Assistance
FAQ’s
Service Based Businesses
- 6 Month Minimum Commitment
- Wealth Ops Retreat Paid For
X7 Wealth Ops™ Membership
$7,000 Monthly
X7 Wealth Ops Retreat
- Network with business owners in an exclusive setting.
- Gain proven strategies to scale and streamline operations.
- Learn high-impact financial and tax planning tactics.
- Enjoy premium lodging, dining, and recreational experiences.
- Leave with a renewed sense of focus, customized personal and business growth plan.
Wealth Ops™ Retreat Schedule
Experience a transformative retreat designed to elevate your financial journey. Our intensive sessions, collaborative breakouts, and tech intensives are tailored to provide you with actionable strategies and real-time implementation, ensuring you leave with the tools and knowledge to accelerate your success.
Monday – Arrival & Welcome
- Afternoon: Check-in, settle into lodging.
- Evening: Welcome dinner & fireside introductions.
- Networking and intention-setting for the week.
Tuesday – Recreation & Applied Learning
- Morning: Guided outdoor sporting activity (fishing, horseback riding, or sporting clays).
- Afternoon: Hands-on workshop — Streamlining Your Daily Operations.
- Evening: Themed dinner with a guest speaker sharing a real-world business turnaround story.
Wednesday – Focus & Field Experience
- Morning: Scenic excursion (hiking, ranch tour, or off-road adventure).
- Afternoon: Financial & Tax Strategy in Action — case study with live examples.
- Evening: Chuckwagon dinner & live music.
Thursday – Integration & Vision
- Morning: Choice of leisure or active adventure.
- Afternoon: Strategic Planning Lab — map out your 90-Day Reset Plan.
- Evening: Closing dinner & celebration around the fire.
Friday – Departure
- Morning: Breakfast & informal goodbyes.
- Depart with actionable plans, new partnerships, and renewed focus.
Retreat Location
Who is X7 Executive For?
- Entrepreneurs wanting an extra set of eyes on their business strategy.
- Businesss Owners that know the next phase of growth will require strategic operational moves, automation and tax savings.
- Entrepreneurs craving collaboration, not isolation.