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Business Advisory Enabled

Demystify Business Advisory

Mark's approach to business advisory implementation is about bringing order to the overwhelm through a streamlined strategy.

  • Is your firm adequately prepared to deliver business advisory services?
  • Do you have the right firm structure and infrastructure within your firm?
  • Have you created a business advisory implementation plan?
  • Have you created a plan and now need additional ongoing support to get there??
  • Do you need an external business advisory coach to drive success?
  • Do you need help profiling clients to find your first confidence-building engagements?
  • Do you need help unlocking your clients’ needs and creating an engagement process?
  • Do your staff need additional training on business advisory tools?

  • You don't have to figure out how to implement business advisory services into your firm on your own

    Book a 45-minute complimentary, no-obligation online Business Advisory Readiness Assessment with Mark. From this process, you will know where your firm is today and what it needs to do to achieve business advisory success in the future.

  • Sign up

    Sign up and commit to an implementation program to get your Business Advisory plan on target!

  • Help & Support

    Free email and ongoing phone support

  • Your Investment

    Pricing is dependent on different factors and will be confirmed when you speak with Mark.

Get started with a 45 minute complimentary Business Advisory Enabled with Mark Holton - find out how to start streamlining practice management in your firm.

HOW IT WILL WORK

Suggested program customised to your practice

Preliminary Teleconference Assessment

  • Have you considered the most common issues firms face when moving into this space?
  • Does your firm have the right structure and mindset to offer business advisory services?
  • Do you know what services you can offer successfully to clients to get them engaged?
  • Who are the right clients to start with to create success?
  • Do you currently have the ideal staff with the appropriate skill set to offer this service?
  • What risks and bottlenecks do you need to address?

From this process, you will know where your firm is today and what it needs to do to achieve success in the future.

The first step in the Business Advisory Enabled process is to conduct a Business Advisory Implementation Planning Day.

This day is "in house" at your firm and follows a very structured process. The product of this day is a Business Advisory Implementation plan that the firm can follow to get the right systems, processes and people resources in place.

The day will cover;

  • Building the right structure in the firm to enhance business advisory services.
  • Develop the services you can offer successfully to clientsto get them engaged.
  • Finding the right clients to start with and the right tools to create success.
  • Who are the ideal staff to recruit or develop with the appropriate skill set to offer this service.
  • Develop the right systems, processes and procedures to create efficient scalable advisory services.
  • What business advisory software do I need and how to achieve a return on that investment.
  • The process to fast track system to develop your business advisory services using a structured process of accountability

The next four stages include:

  • Full day onsite meetings
  • 60 minute video conference to follow up actions and deal with any issues.
  • Follow up teleconferences to monitor progress between face to face meetings.
1st Quarterly
  • Establish or critique your firm's practice management plan.
  • Getting your team on the bus – building commitment.
  • Finding your first three confidence building clients.
  • Agree on firm structure and infrastructure.
  • Develop initial structured software plan.
2nd Quarterly
3rd Quarterly
4th Quarterly
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