Give every advisor a consistent way to deliver the work.
Exec Leverage brings client assessments, valuations, improvement plans and engagement workflows into one shared Advisory OS. Give partners visibility across the roster and give advisors a repeatable process they can adapt to each client.
- Shared client workflows and methodology
- Firm branding options
- CIM preparation tools, where relevant to your work
Inside the Advisory OS
Bring the client file and deal preparation together.
Organise the information behind a valuation and prepare reporting through the same Advisory OS.
Your brand on it. All of it.
Set the product name, the support and reply-to addresses, the name email goes out as, your two brand colours, your wordmark and your square mark. The preview shows the client report cover and the email header as the client will see them, and colours are contrast-checked when you save so text stays readable.
- Change it once and it applies everywhere at once, for the whole team
- Clients see the firm. The attribution line is shown to your brokers only, never to a client
- Reports, emails and the client app all carry the firm's mark
See what each broker is bringing in, and decide with the numbers in front of you.
Pipeline, deal flow and conversion broken out by broker, not just totalled for the firm. You can see who is sourcing, who is closing, whose valuations are going stale, and where the firm actually stands ~ so the next decision about staffing, coaching or where to push is made on data instead of a hunch.
- Per-broker pipeline, deal flow and conversion, side by side
- Valuations by age, so you know which files are going cold and whose they are
- Top deals across the firm, and the portfolio value behind them
- Open any broker’s file and see the same glass-box math you would have run yourself
Five ways a firm bleeds senior time. We closed all five.
A junior sits in front of a client without knowing what to say, so a partner sits in too
A baseline strategic plan for every client, generated from the numbers, with the reasoning written in plain language the junior can say out loud
New hires shadow for months because there is no other way to learn the methodology
They learn it by running it ~ fifteen tools, mock engagements, and a real result on screen the same week
Book building waits on the senior team’s referral network
Every seat gets exclusive lead claims and a white-labeled valuation link under the firm’s brand from day one
Three models, three spreadsheets, three answers to the same question
One glass-box methodology on every seat, one branded report, one set of numbers the partners can open
Your best advisor leaves and the playbook leaves with them
Objectives, sprint templates, and results logged to the firm library, not the person
Confident in week one, not quarter three.
A new hire’s real cost is confidence. They are not sure what they are looking at, so they are not sure what to say, so a senior sits in. Exec Leverage hands every advisor a baseline strategic plan for each client ~ the drivers below median, the moves ranked by dollar lift, and the reasoning behind each one in plain language. A junior can explain multiple expansion, margin erosion, and sale readiness in their first client meeting because the explanation is on the screen in front of them.
Learn the methodology by running it.
The OS is the training program. Fifteen tools walk an advisor through how value is actually lifted ~ pricing position, whitespace, referrals, labour, cashflow, lender readiness, risk ~ each with a dollar figure and the steps to capture it. Reps run mock engagements against each other before they touch a real file, then run the same tools on real clients with the same reasoning attached.
What a first-year advisor is holding before their first call.
- 1
A baseline strategic plan for every client
Generated from the numbers: drivers below median, moves ranked by dollar lift, reasoning in plain language.
- 2
Fifteen tools with the method built in
Each one shows what to look for, what it is worth, and the steps to capture it ~ the curriculum and the deliverable are the same thing.
- 3
Lead claims and a white-labeled link
Prospecting starts day one under the firm’s brand, so they build a book instead of waiting for referrals.
- 4
A real result, in real time
Every completed move re-runs the valuation. They see their own recommendation lift a real number in their first month.
A structured path for new advisors to learn the firm's workflow.
- 1 · Week one
Runs the full check-up on a mock file
Practise the assessment process
- 2 · Weeks two to four
Prospects under the firm’s brand
Use approved workflows and supervised client conversations as they build experience.
- 3 · Month two
Runs a real engagement end to end
Complete a client engagement with appropriate review and partner oversight.
- 4 · Month three
Sees the number move
Review the work and improve the firm's shared methodology.
A consistent method, with room for professional judgement.
Give advisors a common starting point for financial intake, assessment, valuation assumptions, recommendations and client reporting. Partners can review work across the roster, while each advisor applies judgement to the client and engagement.
Make the firm's approach easier to share and improve.
Keep templates, objectives and engagement structures available to the team. Capture what works and refine the firm's approach over time, rather than relying on individual files and memory.
Tools to support the questions clients bring.
The Advisory OS includes tools for valuation, pricing, local market research, labour, cash flow, risk and growth planning. Advisors review the findings and determine which are relevant to each engagement.
Marketing ideas, competitive intelligence, pricing opportunity, labour efficiency ~ a newly hired broker hands back the same quality of work as your most experienced one, from their first week.
Prepare a first draft from the information already assembled.
CIM Builder helps organise information from the client file into a draft Confidential Information Memorandum. Advisors can review and edit the content before publication. Treat the draft as a starting point: verify all financial, operational and legal information and ensure the document meets the firm's transaction standards.
- A structured draft built from information already collected in the client file
- Required sections help identify gaps before publication
- Sections remain editable for advisor review
- Publish using the available firm branding and document controls
The files every client signs, in one place.
Drop a PDF, a Word file or an image into the firm library and it is read for you into text you can correct. Turn on a signature and the document joins every new client's setup right after the NDA, so nobody on the team is emailing the same engagement letter one client at a time.
- One library for the whole firm, not one folder per broker
- Anything marked for signature joins new client setup automatically
- Every save keeps the previous version in history
Give clients a practical path to AI adoption.
AI is becoming a business improvement conversation across industries. Equip your advisors to identify where it may reduce manual work, improve workflows or increase capacity, then guide clients through a prioritised adoption plan. The Exec Leverage Academy includes a dedicated AI Deployment module your team can use to develop this service line.
Explore AI Deployment training for your teamBring your team onto one advisory workflow.
Give the team a shared client environment, consistent assessment process and firm-level visibility. Book a walkthrough to discuss branding, team structure and rollout requirements.
- One roster, one methodology, one set of numbers the partners can open.
- Full white label. Your product name, your logo, your colours, your sending address. Clients never see Exec Leverage.
- CIM Builder, so the document a buyer reads is built here instead of in Word.
Build capacity through a more consistent process.
Help advisors spend less time assembling deliverables and give firm leaders a clearer view of client work across the team.
Talk to a person
Want to talk white label, advisor accounts, or a firm rollout? Call us.
A real conversation about your brand on the reports, how many advisors need access, and what a rollout across the team looks like. Or send it in writing instead.