Don't assemble an advisory business one tool at a time.
Start with the pieces that belong together: training, a repeatable advisory methodology, a practical program certificate and the Advisory OS for business assessments, client work and practice management.
You still need to define your services, build relationships and win clients. Exec Leverage gives you a structured way to deliver the work once those conversations begin, without having to assemble every part of the delivery system yourself.
Flexible subscription terms ~ see current terms before starting
Book a walkthrough to see how the OS supports a first client engagement.
The living valuation you hand your client ~ worth today, the lift, and worth with the lift.
Build the practice, not a patchwork of tools.
Starting independently means more than choosing software. You need a service to sell, a method to deliver it, a client experience and a way to manage the work. Assembling separate tools can leave you doing the integration yourself.
You can also build an additional service around AI deployment. The Academy module helps you identify practical use cases for SMB clients, assess where AI may improve efficiency and capacity, and guide a structured adoption plan.
Exec Leverage brings training, methodology and the Advisory OS together. It gives you a foundation for client delivery and practice management while you focus on defining your offer and developing your market.
Ten programs you don't have to buy
One login, one bill, and nothing to switch off later.
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.
Inside the Advisory OS
Turn advice into work the client can follow.
Package priorities into sprints, track progress and give owners a practical next step between meetings.
Research prospects before you reach out.
The Lead Generator helps you research businesses in a chosen area and identify potential opportunities involving pricing, local competition and unmet demand. Use those findings to prepare a relevant, informed conversation. They are starting points for outreach, not proof that an owner will buy or that every opportunity can be captured.
Pick your patch
Choose the industries and service area you want to understand and work in.
We find the money
Review potential opportunities and the information behind them before deciding whether they are relevant to a particular business.
You make the call
Approach an owner with a specific observation and an invitation to discuss it. You remain responsible for validating the finding and building the relationship.
Lead availability
Lead claims are assigned according to the availability and territory rules shown in the OS. Review the current terms and available markets before relying on exclusivity or territory claims.
Explore the markets available to you and decide where your experience is most relevant.
An illustrative engagement, from research to roadmap.
For example, an advisor researching a local pet care business might identify questions about service pricing, unmet local demand and referral relationships. The advisor would validate the findings with the owner, confirm the financial information and agree which opportunities are worth pursuing.
The opener
“I have been looking at the local market and noticed a few areas that may be worth exploring in your business. Would you be open to reviewing the findings together?”
Lead with a relevant observation, explain what you know and what still needs validating, and invite the owner into a conversation.
The offer
“If the findings are relevant, I can help you assess the options and build a practical improvement plan.”
Set fees around the scope, expertise and work involved. Any projected benefit should be treated as an estimate, not a guaranteed return.
Set clear expectations
Agree on deliverables, responsibilities, assumptions and any performance measures in writing. Do not guarantee a financial outcome you cannot control.
A clear scope and transparent assumptions build trust more reliably than a guarantee based on projected opportunity.
What you walk in holding ~ the uncaptured opportunity as one defensible dollar figure, traceable line by line.
Your experience, the quality of your analysis and the way you work with the owner become the basis of your reputation. Document the engagement and use verified results, with client permission, to build future case studies.
Illustrative example ~ every scan produces its own figures, each one sourced and defensible.
See how the Advisory OS supports a first client assessment.
A free valuation with your name on it.
Share a branded link so a prospective client can answer basic questions and receive an initial valuation estimate. It gives you a useful starting point for a conversation, while the owner decides whether to proceed with a fuller assessment.
Where a paid report or expanded assessment is available, explain what it includes and who pays before the owner proceeds. Review the underlying information before presenting the results as advice.
One advisor reported that six of ten previous prospects re-engaged after receiving a valuation link.
A useful follow-up can give a previous prospect a new reason to talk.
Free baseline, your brand
Send the link in your outreach ~ alongside the opportunity you found. The owner gets a real number for free.
Paid unlock
You or the client unlocks the full valuation and the strategy plan to lift the business’s value.
Booked appointments
The valuation can open a conversation. Your follow-up, expertise and service are what develop it into an engagement.
A consistent workflow from client intake to improvement plan.
Once a client engages you, the Advisory OS helps organise the work from intake and financial information through assessment, recommendations and an agreed roadmap.
Onboard
Bring clients in yourself, or let them self-direct through easy, plain-language questions.
Upload
Their financial information goes in once. Every tool runs on the same numbers.
Value
Prepare an estimated business valuation, review the assumptions and explain the factors that influence the result.
Find
Use the tools to identify potential improvement areas and validate the ones that matter to the client.
Plan
Build a practical roadmap, agree priorities with the owner and organise the work into manageable actions.
The tools to deliver and manage client work.
Use one workspace for client information, valuations, business diagnostics, improvement plans and ongoing engagement management.
Living valuation
An estimated valuation with the underlying inputs and assumptions available for review. Revisit it as the business changes and new information becomes available.
Value Lift Plan
Turn assessment findings into a prioritised plan. Review and adapt recommendations with the owner before assigning actions.
Client app
Give clients a place to review agreed actions and progress between meetings, where they choose to use it.
Advisory OS
Manage multiple client workspaces, assessments and improvement plans in one place.
Lead Generator
Research potential prospects and review the findings before deciding which businesses to approach.
Free valuation front door
A branded entry point for an initial valuation estimate and a possible next conversation.
Plus the full client value-lifting toolkit ~ every tool below ships with your account.
Swipe through all 15 lift tools ~ every one built to move the valuation.
Advisory OS ~ every client's value and gain since baseline, with your prospect pipeline alongside.
Bring a market. We'll show you the workflow.
Choose a city and industry for a live walkthrough. We will show you the available research, how potential opportunities are identified and how an assessment becomes a client roadmap. The findings will be examples to review, not guaranteed engagements or results.
A foundation for your advisory practice.
Your advisor account
Training, methodology and the Advisory OS, with the tools needed to deliver and manage client work.
Flexible subscription terms ~ see current terms before starting
Not ready to start? Talk to us first.
Building a practice is a big decision. Book a live demo and we will run a real scan with you, or send us your questions and get straight answers from the team ~ live, not from a bot.
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
Leave your number and a good time. A real person calls you back ~ no script, no pressure.
Ask us anything
Have a specific question? Send it over and we answer it directly ~ usually the same day.
Build your practice around a repeatable way to help owners.
Learn the methodology, use the Advisory OS to deliver the work and build client relationships in the markets where your experience is relevant. Start with a live walkthrough or explore the Academy.
Flexible subscription terms ~ see current terms before starting