What We Do
We help business advisors land client engagements sooner using brand positioning interviews and a speedier software-driven sales cycle that's fact-finding in 15 seconds and closing in 15 minutes.
Who We Work With
We partner with these types of advisors to create Correlated Networks that produce Immediate Referrals to Ideal Customers.
Business Attorneys
Business Brokers
Business Consultants
Business Coaches
Business CPAs
Business Valuators
Commercial Bankers
Commercial Insurance Agents
Employee Benefits Advisors
Exit Planners
Financial Advisors
Investment Bankers
Life Insurance Agents
Private Equity Professionals
Venture Capitalists
Each Network Helps Businesses Overcome 200 Challenges in 10 Categories.
- Financial
- Legal
- Management
- Marketing
- Operations
- Recruitment (HR)
- Sales
- Strategy
- Taxes
- Technology
Why It Works
Exit Plan Show business advisors aren't just valued customers, they're highly skilled co-creators of the most client-oriented, efficient, effective, affordable, advisor and software-driven business development and planning process available. Their input is guiding the future development of a game-changing system they'll proudly use
Attention Business Advisors
Within 30 Days COVID Caused 3 Seismic Changes
- Reversed 12 years of increasing business valuation multiples.
- Erased 15 years of workplace behavior.
- Disrupted decades of established business development practices.
And Simultaneously Created 3 NEW Opportunities
- Business owners are paying closer attention than ever before.
- Business owners are looking online for answers.
- Business owners are focused on learning, growing, and changing.
But Despite These Unprecedented Opportunities...
YOUR business may still be doomed without you even realizing it. Especially if you're operating from The “Old School” Mindset... the outdated way of thinking about digital transformation and how you fit into it.
Unfortunately, more advisors than ever are now thinking in a way that will cause them to fail. If The "Old School" Mindset is causing you to make any of the three most common mistakes other struggling business advisors are making right now, it’s probably because of what you learned from your upbringing.
