We are excited to announce the release of our brand new Business Planning tool, MasterPlan Lean.
This innovative tool re-invents the way advisors create business plans for their clients, with a concise, actionable output. This tools simplifies business planning helping you generate a pitch ready business plan with just the essentials!
If you’re looking to take your consultancy practice to the next level, or even start from scratch, then this kit is the perfect starting. It includes all the fundamental tools and training to begin a profitable advisory engagement with clients.
The Strategy & Financial Pack is the perfect tool set to strucutre and automate your advisory offerings, centered around business planning, accountability and financial analysis. Develop your clients strategic plan with our easy to use business planning tool, MasterPlan, then automate the ongoing client management and accountability with KPI Dashboard and Virtual CFO.
The Business Planning Pack Includes:
The Exit Planning Pack is the perfect solution to guide you and your clients through the Exit & Succession process. Supported by a complete methodology and process you will have the tools to ensure you achieve the best result for your client while solidifying a long term engagement.
The Exit Planning Pack Includes: