Tools/Professional Merchandise
Kopsa Otte Client – Added Value Projects
40,000
Points
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Kopsa Otte now offers eligible clients the ability to redeem reward credits for dollar credits that can be applied directly to their services.
- Project price varies based on complexity. This is a credit for the service. The value may be less or more and determined upon consultation.
- Credits are non-transferable, and may not be redeemed for cash. • Redemptions are subject to verification of an active project at the time of use.
- Credits cannot be used for services outside the defined redemption options or for ad hoc engagements not approved by Kopsa Otte.
- This program is designed to reward long-term partnerships and provide added value to existing Kopsa Otte clients.
Summary of Succession Planning Service Credit service:
Apply a $500 credit toward broader succession planning services, tailored to your business.
Size/Color/Amount
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Amount
- Tax Only Client - Profit & Loss Analysis (Email Summary)
- Tax Only Client - Profit & Loss Analysis + 30‑Minute Consultation
- Entity Structure Planning
- Budget - Entity-Level
- Budget - Producer-Level
- Employee Bonus Structure Development
- Tax Planning - Business Level
- Tax Planning - Business & Personal Level
- New Location Expansion Project
- Succession Planning Consultation
- Succession Planning Service Credit
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