One Advisory OS. A distinct reason for every profession.
Exit planners, M&A advisors, business brokers, CPAs, business coaches and bookkeeping firms all work from the same three things: what a business is worth, what is holding it back and what would lift it. The Advisory OS runs that work on one set of numbers, and each profession takes it somewhere different.
Below, how the OS supports each profession, and where to read the full page for yours.
There is also a growing opportunity across these professions: helping clients put AI to practical use. The Exec Leverage Academy includes a dedicated AI Deployment module for advisors who want to identify operational use cases, prioritise improvements and guide adoption.
Learn about AI Deployment trainingFlexible subscription terms ~ see current terms before starting
Help owners understand what stands between today and a stronger exit.
Assess the business, review the factors influencing estimated value and identify priorities the owner can work on before a potential transition. Keep the assessment and improvement roadmap connected over time.
See the full page for exit plannersWhat this fixes
- Review value drivers
- Identify readiness gaps
- Track agreed improvement work
Bring financial analysis and deal preparation into one workflow.
Organise client financial information, review add-backs and valuation assumptions, and use the available tools to prepare transaction materials. Advisors remain responsible for verification, judgement and buyer-facing representations.
See the full page for M&A advisorsWhat this fixes
- Organised financial information
- Transparent assumptions
- Structured CIM preparation
Start the listing conversation with a clearer picture of the business.
Use an initial valuation estimate and business assessment to structure the conversation with an owner. Review financial information, discuss the factors affecting value and prepare transaction materials with the appropriate professional checks.
See the full page for business brokersWhat this fixes
- A starting point for valuation discussions
- A clearer view of readiness
- CIM preparation workflow
Extend the client conversation beyond the financial statements.
Use the financial information you already understand as the starting point for business assessments, estimated valuations and improvement discussions. Define the services that fit your firm's qualifications and professional obligations.
See the full page for CPAsWhat this fixes
- Use existing financial context
- Structure advisory conversations
- Keep analysis and action plans connected
Connect the advice to the numbers and the work that follows.
Bring business performance, estimated value and potential improvement opportunities into the coaching conversation. Turn relevant findings into agreed priorities and revisit progress with the owner over time.
See the full page for business coachesWhat this fixes
- Recommendations grounded in business information
- Prioritised improvement plans
- Progress reviews with the client
Help clients understand more than their monthly numbers.
Use the financial information you already maintain as a starting point for a broader business assessment. The Advisory OS can help organise an estimated valuation, highlight questions about performance and identify potential improvement areas for discussion with the owner.
See the full page for bookkeeping firmsWhat this fixes
- Your brand on every page
- Built from the file you already keep
- Nothing for your team to run
The same OS, from three other starting points.
Launching an advisory business
You have the experience and want to turn it into an independent practice. Start with the opportunity, the Academy and the launch program.
For executivesEstablished independent advisors
You already have clients. The question is capacity: your whole book on one screen, off one set of numbers.
For established advisorsFirms and teams
Several advisors, one standard of work, your brand on every report.
For firms and teamsNot ready to start? Talk to us first.
Tell us your profession and the kind of clients you serve. We will run the Advisory OS on a real business in your lane, and you decide whether it fits the way you work.
Or skip the form and call us on 289-835-7678.
Book the 20 minute call
Tell us your city and an industry, pick a time, and we run the scan live on your screen while you watch.
Request a callback
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Ask us anything
Have a specific question? Send it over and we answer it directly ~ usually the same day.