Turn your experience into an advisory business.
Build a repeatable advisory method and practise it in the Advisory OS. About forty hours of training cover launching your practice, assessing a business, identifying opportunities and delivering the work, with graded reviews, a role track and a final exam. A dedicated AI Deployment module helps you develop a service around practical AI adoption.
You bring the experience. We bring the method, training and operating system. Learn how to put AI to work for clients while applying it in your own practice through supported MCP integrations.
Training, certification and advisory infrastructure in one place.
Your AI + your operating system
Your own AI. Connected to the work that matters.
Exec Leverage connects your compatible personal AI to your advisory workflow through MCP, the Model Context Protocol. Ask about a client, retrieve saved information or run a supported tool from the assistant you choose.
See how your AI connectsExample requests
“Pull the latest valuation and agreed actions for this client.”
“Help me configure my white label advisory account.”
Inside the owner workspace
Run your practice
Work with your compatible AI on white label account setup, account checks and client information through supported MCP tools.
Move client work forward
Let owners bring their own compatible AI into the work: review assigned tasks and carry out supported actions with human review.
Learn it. Use it. Deliver it.
The Academy teaches practical AI deployment. Apply that approach in your own advisory business using the OS you deliver client work through.
Learn the method, practise the work, demonstrate your capability.
The pathway combines learning with applied work. You study the method, practise on a sample business, pass the reviews and the final exam, and then set up the Advisory OS for client engagements.
- 01
Train
Work through the curriculum: how to assess a business, interpret its financial and operational position and identify the opportunities that create value.
- 02
Practise in the OS
Run complete assessments in the Advisory OS on sample companies, from financial intake to improvement roadmap, with the same tools you will use with clients.
- 03
Certify
Pass the review at the end of every module, choose and pass one role track, then sit the final exam across the whole program. The certificate, the badge and your directory listing are issued the same day.
- 04
Launch
Set up your OS and your branding, then take the methodology into your first client conversation with the live assessment as your demonstration.
Nine parts, thirty-one modules, plus a new service opportunity.
The first three parts build the practice: whether the work suits you, how to set up your firm, and how to win and hold a client. Parts four to seven are the method itself, taught in the Advisor OS you will use with owners. Part eight scales it, and part nine is a role track of your own. The AI deployment module develops a separate advisory capability: helping businesses identify and deploy practical AI solutions.
Becoming an advisor
5.5 hours
Whether the work suits you, your first hour in the Advisory OS, setting up your own firm the professional way, and the standards that keep you and your clients safe.
Building your practice
5.2 hours
Choosing who you serve, getting your name in front of them, building proof that you deliver, and turning interest into clients with fast, professional follow-up.
The advisor's craft
4 hours
The skills that make owners trust you and tell you the truth: listening, the questions that open a business up, hard conversations, and coaching people through change.
Understanding the business
5.8 hours
A proper needs analysis, owner onboarding, reading a business end to end, spotting tax, legal and risk issues, and holding the exit readiness interview.
The business baseline
7.4 hours
The scorecard, owner dependence, documented processes, concentration risk, pricing and whitespace, and the coaching rhythm that holds an engagement together.
Delivering value with the Advisory OS
4.2 hours
Engaging the owner, lifting value with ranked work in the same OS you were taught in, and the monthly follow-up that makes the lift stick.
Getting to exit
1.7 hours
What ready to sell actually means, the exit options, the memorandum and the data room, and the advisor's part in a clean handoff.
Growing beyond yourself
2.5 hours
Turning a solo practice into a firm: systems, templates, delegation, partners and recurring revenue.
Your role track
4 hours
One of four, chosen by you: business advisors and coaches, bookkeepers and accounting firms, exit planners, or business brokers. The track you sit is the one that tunes the certificate to the practice you run.
Advise on AI deployment
Module 27, in Part 8
Assess business processes for practical AI opportunities, prioritise use cases by potential impact and implementation effort, weigh readiness and risk, and build a sensible adoption roadmap. Help owners move from experimenting with AI tools to putting useful ones into everyday operations.
What the program is designed to prepare you to do.
The outcomes focus on applying the Exec Leverage methodology and using the Advisory OS in a client engagement.
The Academy does not replace your experience. It gives it a method, a set of tools and a way to prove the results.
- Decide what advisory work you want to sell, and set up your own firm to deliver it professionally.
- Win the engagement: position yourself, get in front of owners, and turn interest into a signed client.
- Assess a business from its financials and operating picture, and explain its estimated value and what is driving it.
- Identify and prioritise the opportunities most likely to improve performance and value.
- Build an improvement roadmap an owner can act on, and the workflows to carry it out.
- Run a complete engagement in the Advisory OS, from intake to re-assessment, with a monthly follow-up rhythm.
- Hold the hard conversations: owner dependence, concentration risk, pricing, and readiness to exit.
- Assess business workflows for practical AI opportunities and identify where automation or AI-assisted processes may improve efficiency, capacity or service delivery.
- Develop a prioritised AI adoption roadmap, including readiness considerations, implementation steps and human review.
- Present findings, the plan and the numbers in a way a busy owner understands in twenty minutes.
- Grow past your own hours with systems, templates and recurring advisory work.
A program certificate, with clear boundaries.
The award is Exec Leverage Academy Certified: an Exec Leverage program certificate, issued by Exec Leverage. It confirms that you read the program and passed its graded reviews, your role track and the final exam in the Exec Leverage business assessment methodology and the use of the Advisory OS. It carries a verification page a client can check. It is not an industry-recognised or regulated credential.
How it is earned
- 01Read every module in the program. A module marks itself read when you reach the end of it.
- 02Pass the review at the end of each one. Ten questions drawn fresh from a keyed pool, 80% to pass, unlimited retakes and no penalty for a retake.
- 03Choose one of the four role tracks and pass its review. That is the track your certificate names.
- 04Sign the code of conduct, then sit the final exam: forty questions across the whole program, graded on the server, 80% to pass.
- 05Pass, and the certificate, the badge, your verification page and your directory listing are issued the same day, automatically, with no human step in between.
The limits of the credential
- Not a licence to provide accounting, tax, legal, investment or regulated valuation services, and not a substitute for any licence your services may require.
- Not a formal appraisal qualification. The OS's valuation is an estimate and an assessment tool, not a certified appraisal.
- Not a promise of clients, income or business results. Building your client relationships remains your work.
- Not a replacement for your professional judgement, which stays yours on every engagement.
Who the Academy is for
For experienced professionals building or strengthening an advisory practice.
The Academy is designed for executives and senior managers, operators, fractional leaders, consultants, coaches and practising advisors who want a structured approach to assessing and advising businesses. It also suits experienced professionals who want to add practical AI deployment advisory to their services. It builds on relevant experience; it does not replace professional qualifications or licences required for particular services.
Explore the opportunity for executivesThe infrastructure
The certification is where the business begins. The Advisor OS is where it runs.
Every module is taught in the same OS you will use with clients: the valuation, the diagnostics, the opportunity tools, the roadmap, the client workspace and the owner-facing reports. Nothing to assemble afterwards.
See the Advisory OSChoose the runway, then start today.
Your account brings the Academy and the Advisory OS together, so you practise every module in the software you will use with clients. Choose how many months you prepay; after that the Advisory OS continues month to month for as long as your practice is running. You will see the terms and complete the payment in the Academy.
Included access
3 months
The Academy and the Advisory OS for 3 months, then month to month.
Enrol with 3 months of OS accessIncluded access
6 months
The Academy and the Advisory OS for 6 months, then month to month.
Enrol with 6 months of OS accessIncluded access
12 months
The Academy and the Advisory OS for 12 months, then month to month.
Enrol with 12 months of OS accessEvery package follows the same certification standard. The reviews, the role track and the final exam are the same, and the certificate is issued the day you pass.
Not ready to start? Talk to us first.
Tell us your background and where you are in the decision. We will walk through the curriculum, the certification and the Advisory OS on a real business, and you decide whether the Academy is your way in.
Or skip the form and call us on 289-835-7678.
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