LIMITED ENGAGEMENTS, £15,000 FIXED

From First Calculation
to Live Bitcoin Treasury.
In 4 Modules.

Tony takes you from understanding the problem to owning a fully operational, board-approved, accountant-confirmed Bitcoin treasury. Every step. No delegation.

Book a Discovery Call →Start with the Workshop

4

Module Programme

5

Monthly Check-ins

8+

Corporate Documents

£0

Discovery Call

By Module 4, your company owns real Bitcoin. Board policy signed. Accountant briefed. Wallet live. You are a Bitcoin treasury company.

The Journey

The 4 Module Programme

Four focused modules. Each one builds on the last. By Module 4 you have everything.

MODULE 113 steps, self paced

Cashflow and Allocation

"You see your real surplus, your real erosion, and your right sized Bitcoin allocation, modelled live on your numbers."

→Monetary debasement context: why sterling is losing purchasing power and why this does not reverse.
→Cash Erosion plus DCA Calculator using your real surplus cash figure, producing a personalised erosion and DCA report.
→Cashflow Surplus Forecaster mapping your true surplus above operational needs, generating an allocation recommendation sized to your business.
→Volatility Resilience Score stress testing your proposed allocation against drawdowns from 30 percent to 70 percent and beyond.
→Document Generator producing your personalised Bitcoin Treasury Policy, Board Resolution, and Accountant Email Pack, populated with your actual figures.
→Module 1 final confirmation locks your allocation decision and unlocks the 48 hour gate to Module 2.
You leave with: Three personalised governance documents ready to review and sign. Allocation agreed. Three sim reports saved permanently to your portal.
MODULE 210 steps, self paced, unlocks 48 hours after Module 1

Governance and Documents

"Documents understood and signed. Self custody wallet live. Exchange application progressing."

→Line by line walkthrough of your personalised Bitcoin Treasury Policy.
→Board Resolution walkthrough so you understand every clause before director sign off.
→Accountant Email template with correct FRS 102 framing, ready to send.
→Start your business exchange application: Bitstamp, Kraken, or Coinbase, with Tony's guidance on which fits your structure.
→Self custody wallet setup walked through step by step, confirmed with screen share verification.
→Wallet recovery test logged inside the portal, your seed phrase verified working before any real Bitcoin moves.
→Module 2 final confirmation captures your wallet address and unlocks the 48 hour gate to Module 3.
You leave with: Live self custody wallet, recovery tested. Documents signed by your board. Exchange application submitted.
MODULE 311 steps, self paced, unlocks 48 hours after Module 2

Execution and First Position

"Real Bitcoin on your company balance sheet, purchased correctly, recorded properly, your first position live."

→Exchange choice locked in based on your application progress.
→Framework Dashboard introduction: your live treasury command centre with real time BTC pricing and growth projections.
→First Bitcoin purchase executed by you, on your chosen exchange, with Tony's instructions, your own funds, your own wallet receiving.
→Transaction recorded inside the portal: cost basis, exchange, price in GBP, date, everything your accountant needs.
→Bitcoin Wealth Accelerator simulator showing what your allocation compounds to over 5, 10, and 15 years on a structured plan, producing your personalised Wealth Accelerator report.
→Initial Extraction Plan introduction: how you eventually borrow against your Bitcoin without selling or triggering tax events.
→Module 3 final confirmation locks your first position and unlocks the 48 hour gate to Module 4.
You leave with: Real Bitcoin on your balance sheet. First position recorded permanently. Wealth Accelerator report saved to portal. Stack baseline captured for monthly check ins.
MODULE 48 steps, self paced, unlocks 48 hours after Module 3

Wealth Acceleration and Roadmap

"Full long term strategy locked in. Treasury Framework Dashboard populated. You transition as a Bitcoin treasury company."

→Tax Free Extraction deep dive: borrow against your Bitcoin holdings, no CGT event, cash available in days through Ledn and equivalents.
→Rebundling strategy: how to use extracted liquidity to compound your treasury position rather than draining it.
→Property plus Bitcoin Hybrid simulator comparing a hybrid allocation against property only over 10 years, modelled on your numbers if relevant to your structure.
→Long Term Roadmap covering ongoing DCA cadence, milestone allocations, extraction triggers, and the path to scaling your position over the next decade.
→Final homework: your monthly DCA schedule confirmed, your check in cadence scheduled with Tony.
→Programme Complete marker: your portal stays live forever, your dashboards stay current with live BTC data, your documents and reports stay accessible.
You leave with: Permanent portal access. Full Treasury Framework Dashboard and at a glance Treasury overview, both live. Five monthly check in calls with Tony scheduled, kicking off the month after Module 4 completes.

Months 2 Through 6

Five Monthly Check-ins

The first position is the start, not the finish. For five months after Module 4, you have Tony in your corner. Each session runs 60 to 90 minutes, one to one, built around where the Bitcoin, money, and macro world actually is that month and what it means for a company holding a treasury position. He will not tell you what to do with your money. He will make sure you understand the landscape well enough to make every decision with your eyes open.

✓

Modules 1 to 4

1

Month 2

2

Month 3

3

Month 4

4

Month 5

5

Month 6

✓Where the macro picture sits this month: rates, debasement, liquidity, and what is actually moving the Bitcoin price, explained in plain terms
✓How to think through the scenarios in front of you: a sharp drawdown, a board getting nervous, an accountant asking hard questions, walked through calmly with Tony
✓Your live dashboard reviewed together: income, expenses, stack value, and what the numbers are telling you
✓Your DCA cadence pressure tested against your real cashflow so the plan still fits the business
✓Extraction and borrowing options explained as your position grows, so you understand the mechanics long before you ever need them
✓Board and accountant pushback met with documented, evidence based framing you can take straight into the room

Everything Included

The 8-Piece Corporate Toolkit

Every document your business needs to implement, govern, and account for a Bitcoin treasury. Generated using your actual figures. Ready to sign.

01

Company Bitcoin Treasury Policy

Your rulebook: purpose, limits, custody, accounting, annual review

02

Board Resolution Template

Formal director approval document, pre-populated with your figures

03

Accountant Email Pack

Ready-to-send with correct FRS 102 wording and sample journals

04

UK Exchange Overview

Comparison of UK-accessible exchanges with BTA assessment

05

Custody Framework Guide

From Proton Wallet to multi-sig to institutional custodians

06

Risk Management Framework

The 5 key risks and how serious companies handle each

07

Bitcoin-Backed Loans Guide

Ledn, Nexo, Xapo compared, LTV ratios, rates, terms

08

Growth Calculators

Cash erosion, DCA growth model, volatility resilience score, cashflow surplus forecaster

Built for This

Custom-Built Tools Used Live in Every Engagement

No other advisor in the UK has this stack. Built and maintained exclusively for BTA client engagements.

Bitcoin Treasury Framework Dashboard

Live command centre, growth projections, DCA simulator, health score

Cashflow Surplus Forecasting Model

Identifies true surplus, generates responsible allocation recommendation

Treasury Document Generator

Produces personalised board resolution, policy, accountant email using your data

Volatility Resilience Score

Stress-tests allocation against -30%, -50%, -70% Bitcoin drawdown scenarios

Property + Bitcoin Hybrid Model

10-year projection comparing hybrid vs property-only strategy

Investment

Pricing and Scope

Implementation Fee£15,000, fixed price, no scope creep, no hourly add ons
IncludesEverything in the Workshop, plus 4-day intensive, plus 5 monthly check-ins, plus all tools, plus full document generation, plus full dashboard access
Suitable forBusinesses with £100k+ revenue and surplus cash sitting idle
First stepFree 30-minute discovery call

If you have already completed the Workshop, the full £2,000 fee is credited toward the Implementation Program.

Ready to begin your full implementation.

Four guided modules. Complete Bitcoin treasury strategy in your business. First Bitcoin purchase executed correctly. Five monthly check ins with Tony. Permanent portal access.

Get Started, £15,000

Or book a discovery call below if you want to talk first.

First Step

Book Your Discovery Call

All Implementation enquiries start with a free 15-minute call. Tony will tell you honestly whether this engagement makes sense for your business before you commit anything.

Book a 15-Minute Call →

Or email Tony directly: tony@bitcoin-treasury-advisory.com