Mike Armstrong- Tools Multi-disciplinary community with shared revenue opportunities (allows you to do what you do and partner with others for what you do not do)
- Thought provoking digital pre-engagement tools and processes to help owners unpack their priorities (with embedded checkpoints/tracking/reporting)
- “White-labeled” marketing brochures with your firm’s branding (hard copy and digital)
- Digital Education/Academy for business owners
- Co-branded seminar content and presentations
- Counseling & questionnaire tools for business succession exploration with clients
- Documented 3-part post-engagement process (memo’s on how to conduct, forms, checklists, letters, etc.)
- Four in-depth assessments – personal, financial, business readiness and business attractiveness
