Consulting
Bitcoin Treasury Assessment
A personalized roadmap for your company's Bitcoin treasury strategy
What's Included
✓ 90-minute strategy session (video call) with Vince Lauro
✓ Pre-call questionnaire: company financials, cash position, risk tolerance
✓ Custom Treasury Assessment Report delivered within 5 business days
✓ 30-day follow-up call to review progress
Your Custom Report Includes:
- ▸Recommended BTC allocation based on your company's profile
- ▸Implementation timeline
- ▸Custody and exchange recommendations
- ▸Risk framework tailored to your industry
- ▸Board presentation deck (customized with your numbers)
The Process
Book a Discovery Call
Free 15-minute call to see if we're a fit
Pre-Assessment Questionnaire
Complete our structured intake covering your financials and goals
Strategy Session
90-minute deep dive into your treasury strategy
Custom Report
Receive your tailored Treasury Assessment Report within 5 days
Follow-Up
30-day check-in call to review progress and adjust
Who This Is For
CFOs and corporate treasurers
Board members evaluating Bitcoin treasury proposals
Finance teams at companies holding $1M+ in cash reserves
Companies that have read the playbook and want hands-on guidance
Frequently Asked Questions
“What if we're completely new to Bitcoin?”
Perfect — that's exactly who this is designed for. We start from your current position and build up.
“Is this just a sales pitch for Bitcoin?”
No. If BTC doesn't fit your risk profile, I'll tell you. This is an honest assessment, not advocacy.
“Can we bring multiple team members?”
Yes — up to 5 participants on the strategy call. The more stakeholders involved, the better.
“What's the ROI?”
One good treasury decision saves more than the assessment costs. Most clients see clarity within the first session.
Ready to Get Started?
Book a free 15-minute discovery call. No pressure, no pitch — just a conversation about whether this is right for your company.
Book Your Free Discovery Call