Supercharge Your Top Line Advisory Revenue.
Charge by the hour, retainer or success fee or a combination of all.
Clients Love the Continuity and are willing to pay for the help and guidance.
With confidence, you can now position yourself to provide counsel during arguably the most important event in any owners business lifecycle.
Position yourself or your Firm as
experts in the field and now as a
Problem Solver and Facilitator.
The platform has been successfully used by:
Attorneys, Business Brokers, Business Consultants, CPA's, Exit Planners, Valuation Experts, Wealth Planners.
How do you get started? You have two simple options:
1. Ask the client to sign-up and invite you once their account is set-up.
2. You sign-up and invite your client and bill them monthly for the use of the platform.
Transferring Your Business?
Let's make sure that everyone is assured in using a dependable platform to facilitate an appropriate transfer of a business.