The Advisor's Journey

As you travel the Advisor's Journey, there are trials along the road.

The Crystal Ball

A comprehensive 10-year projection for your firm. Each step builds on the last to create your complete roadmap.

Last Chapter - We write the end of the story first.

One-Page Business Plan - Your firm on one page.

Revenue Projections - You get to choose how fast you want to grow. I'll show you the proper path.

Advisor Career Path & Compensation - How do you incentivize your team to help grow the firm?

Capacity Metric - The only metric that matters is how much capacity you have for more clients.

Operational Costs - We also include all the other stuff you spend money on, obvs.

Ownership Transitions - Selling over time may be better than all at once, and we can model it.

Scenario Planning - We look at all paths and choose the one you like best.

Inside the Crystal Ball

A look at the software that powers your 10-year projection.

Capacity

Profitability

Valuation

Capacity by Advisor

Hiring Plan

Service Model & Pricing

Consulting

$5,000/month

Ongoing strategic relationship with regular sessions. I'm your thought partner, guide, consigliere, and mentor. Some even call me sage or wizard. I've been through the journey myself and can help you navigate it.

Advisory Board

$10,000–$20,000/year

On a less frequent and more limited basis, I can act as you Strategic advisor on your firm's formal or informal board. Bi-annual or quarterly meetings. Includes continuity services for firms without a succession plan.

M&A Doula

Project-based

I help you with any and every part of an M&A transaction, whether you're a buyer or seller. You want to do something painful and difficult, and having worked on 15+ transactions, I can help you make it less painful and more successful.

Case Studies

Real stories from real firms. Coming soon.

Ready to see your firm's future?

Let's start with a conversation.

Book a Call