Supplement Advisory
Supplement Advisory (DBA Mewes CFO) is a Costa Mesa-based private financial advisory firm that helps US business owners structure tax-free business exits by qualifying them under IRS capital gains exclusions. The firm uses a contingency-based fee model backed by a lifetime audit-proof guarantee.
- Company typePrivate
- Founded2014
- HeadquartersCosta Mesa, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Supplement Advisory does
Supplement Advisory, operating under the brand Mewes CFO, is a Costa Mesa, California-based private financial advisory firm specializing in tax-free business exit planning. The firm serves business owners nearing a sale event and designs IRS-compliant structures intended to exclude 35–50% of sale proceeds from capital gains taxation. Its core offering is a three-step engagement — Discover (eligibility qualification), Structure (IRS-required compliance architecture with annual maintenance), and Sell Tax-Free (execution with audit-proof documentation and a lifetime guarantee). The firm is led by founder Brad Mewes and operates with 1–10 employees; the team includes tax attorneys who the firm states helped shape the legislation enabling tax-free exits.
The firm's revenue model is outcome-based: nearly all fees are contingent on a successful capital gains exclusion at sale, aligning firm economics with client outcomes and supported by $1M per-claim professional liability coverage. Go-to-market is content-driven and consultative — a WordPress-hosted website offers free guides, a $4M tax-loss case study, and a step-by-step webinar as lead magnets, with Calendly-scheduled Tax-Free Exit Assessments converting prospects into engagements. Distribution is direct to individual business owners across the United States, with no marketplace, channel-partner, or reseller motion disclosed.
There are no funding rounds, institutional investors, patents, named partnerships, or public revenue figures in the source material. The firm has stated it has worked with hundreds of entrepreneurs and positions itself against both the IRS and "shady loophole" advisors, leaning on its lifetime guarantee and legislative involvement as trust signals in a category where credibility failures carry catastrophic client downside.
Supplement Advisory firmographics
Firmographics- Name
- Supplement Advisory
- Legal name
- Mewes CFO
- Website
- https://supp-co.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Supplement Advisory (DBA Mewes CFO) is a Costa Mesa-based private financial advisory firm that helps US business owners structure tax-free business exits by qualifying them under IRS capital gains exclusions. The firm uses a contingency-based fee model backed by a lifetime audit-proof guarantee.
- Ownership category
- akta.pro rank
Where Supplement Advisory is headquartered
LocationHeadquarters
- HQ city
- Costa Mesa
- HQ country
- United States
- HQ region
- North America
Markets served
Supplement Advisory business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Contingency-Based Advisory Fees: Fees are contingent on successful capital gains exclusion at sale. The company defers nearly all fees until the business sale closes tax-free, aligning success with client outcomes. This performance-based structure removes client risk and ensures fees are only collected upon verified tax savings.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Outcome Based/ Performance | Pay-as-you-go | Contingency-based pricing tied to successful tax-free sale |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Supplement Advisory product offering
Product offeringCore offering
Supplement Advisory provides tax-free business exit advisory services that help entrepreneurs structure the sale of their companies to legally exclude 35–50% of sale proceeds from capital gains taxation under IRS code. Service delivery follows a three-step process — Discover (eligibility confirmation), Structure (IRS-compliant setup with annual compliance maintenance), and Sell Tax-Free (execution with audit-proof documentation and a lifetime guarantee). Fees are contingency-based, deferred until the client's capital gains exclusion is successfully achieved at sale.
Product overview
Mewes CFO offers a unified tax-free business exit advisory service built around a 3-step process (Discover, Structure, Sell Tax-Free). The core offering is personalized tax-free exit assessment and compliance structuring to help entrepreneurs exclude 35-50% of their business sale proceeds from capital gains taxes. Supporting this are educational resources including a free guide on the 7 steps to a tax-free sale, a webinar on the step-by-step system, and a case study on a $4M tax loss mistake. All services include audit-proof documentation and a lifetime guarantee.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax-Free Exit Assessment Personalized eligibility review for business owners to determine whether their company qualifies for capital gains exclusion under the IRS code and how much of their sale proceeds can be preserved tax-free.
- Tax-Free Business Sale Service (3-Step Process) Comprehensive advisory engagement comprising Discover (establishing capital gains exclusion eligibility), Structure (establishing the IRS-required compliance structures and meeting annual compliance requirements), and Sell Tax-Free (executing the sale with airtight documentation and a lifetime guarantee backed by $1M E&O coverage). Fees are contingency-based and deferred until the exclusion is successfully achieved at sale.
Quantifiable outcome
- Clients keep 100% of sale proceeds vs. losing 35-50% to IRS
- +1 more outcomes
Companies that use Supplement Advisory
Customer profileSegments2 records
Ideal customer profiles1 record
Supplement Advisory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Supplement Advisory partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights3 records
Supplement Advisory competitors and assessment
Company assessmentMarket position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Customer concentration
Supplement Advisory social profiles
Digital presenceSupplement Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
Supplement Advisory leadership team
Management profileNumber of profiles
Profiles1 record
Supplement Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Supplement Advisory M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Supplement Advisory
What does Supplement Advisory do?
Supplement Advisory provides tax-free business exit advisory services that help entrepreneurs structure the sale of their companies to legally exclude 35–50% of sale proceeds from capital gains taxation under IRS code. Service delivery follows a three-step process — Discover (eligibility confirmation), Structure (IRS-compliant setup with annual compliance maintenance), and Sell Tax-Free (execution with audit-proof documentation and a lifetime guarantee). Fees are contingency-based, deferred until the client's capital gains exclusion is successfully achieved at sale.
Is Supplement Advisory a public or private company?
Supplement Advisory is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Supplement Advisory founded?
Supplement Advisory was founded in 2014. It employs 1 to 10 people.
Where is Supplement Advisory based?
Supplement Advisory is headquartered in Costa Mesa, United States, in the North America region.
How does Supplement Advisory make money?
One revenue line is on record: contingency-Based Advisory Fees.
Does Supplement Advisory have an API?
No public API is recorded for Supplement Advisory.