• 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

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