Everything you need. One window.
The whole job in one place ~ the valuation, the growth plan, the tools that surface what a business is missing, the lead generator that finds your next client, and an owner app your client actually opens.
Nothing to shop for, nothing to wire together, nothing to switch off in a year. Your first ninety days go into winning clients instead of evaluating software.
$499/month per advisor, fixed ~ unlimited leads, unlimited clients ~ cancel anytime
On the call we pick your city and industry and run it live. If we can't show you five engagement-worthy opportunities, your first month is on us.
The living valuation you hand your client ~ worth today, the lift, and worth with the lift.
Don't research ten programs. Start with one.
Starting out, the software decision alone eats weeks. One program to value a business, another to build the plan, another to research the market, another to find leads, another to keep the client engaged ~ each one demoed, priced, learned, and somehow made to agree with the others before you have a single client.
It is all here on day one, lead generator included, so warm opportunities are in front of you while you are still setting up. One thing to learn, and you never hit the point where you outgrow it and start the search over.
Ten programs you don't have to buy
One login, one bill, and nothing to switch off later.
Warm leads, each with a found dollar figure attached.
Cold outreach fails because there is nothing in it for the person answering. The Lead Generator flips that. It analyzes businesses in your area and surfaces the opportunities they are sitting on ~ quantified, sourced, and defensible ~ so every conversation starts with something they want to hear: their own upside.
Pick your patch
Choose the industries and the area you want to work. Local is the whole point ~ you become the advisor who knows this market.
We find the money
The system surfaces each business’s uncaptured opportunity ~ pricing, whitespace, referrals ~ as a dollar figure you can defend line by line.
You make the call
You reach out holding a specific number and the analysis behind it. That is a value offer, not a cold call.
Just launched ~ every lead is claimed once
The Lead Generator just launched. When you claim a lead it locks to you permanently ~ we never hand it to a second advisor. As claims come in, industries and territories come off the board for everyone who arrives after you. First come, first claimed ~ the advisors who start now take the best of every market.
Run your first scan tonight ~ the best opportunities in your patch are still unclaimed.
Pet care, your metro, roughly $45,000 found.
Say you point the Lead Generator at pet care businesses near you. It flags a grooming and boarding shop and surfaces roughly $45,000 in uncaptured opportunity ~ underpriced services, a whitespace no local competitor serves, and a referral engine that does not exist yet. Here is how that becomes your first engagement.
The opener
“I ran an analysis on your business and found roughly $45,000 in opportunity you’re not capturing. I can walk you through exactly where it is.”
You are not asking for their time ~ you are offering their money. Almost every owner takes that meeting.
The offer
“Engage me for $5,000 and I’ll work the plan with you, step by step, until the opportunity is captured.”
$5,000 to get back $45,000 is an easy yes ~ the owner isn't buying your time, they're buying their own money back.
The guarantee
“And if you haven’t made your $45,000 by the end of six months, I refund my fee. I only get paid when you get paid.”
A money-back guarantee costs you nothing when the plan is defensible ~ and it removes the last reason to say no to an advisor without a track record.
What you walk in holding ~ the uncaptured opportunity as one defensible dollar figure, traceable line by line.
That is how you enter a market with no track record: you let the found opportunity be the credential. Close one, capture it, and the case study ~ and the referrals ~ do the selling for every client after that.
Illustrative example ~ every scan produces its own figures, each one sourced and defensible.
Ready to find your $45,000? Start now or see a scan live.
A free valuation with your name on it.
Every prospect gets a link that looks and feels like yours ~ your brand, not ours. The owner answers easy, plain-language questions and gets a free baseline valuation of their business. That number does the qualifying for you: once an owner sees what the business is worth, they want to know how to make it worth more.
When the unlock is paid ~ by you or by the client ~ the full report opens: the complete valuation, the quantified opportunities, and the strategy plan you will work together. The free number starts the conversation. The unlock starts the engagement.
One adviser went back to ten owners who had already told him no. He asked one question ~ want to know what your business is worth? Six of the ten engaged him.
Every "no" you've ever collected is one link away from a second conversation.
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 baseline creates the reason to meet. Your calendar fills with owners who already saw their number.
From signed client to working plan in five steps.
No month of setup, no blank page. Once a client says yes, the system carries you from onboarding to a strategy plan they can start the same week.
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
Generate the full business valuation ~ sourced, defensible, and ready to hand over.
Find
Quantified opportunities surface automatically, each with the dollars attached.
Plan
A strategic plan to capture them ~ customize it, organize it into sprints, push it to their phone.
Everything you need to run a practice, from day one.
One studio connects you, your client, and your next client ~ the valuation, the lift plan, the client app, and your pipeline, all in the same place.
Living valuation
A full, defensible valuation with quantified strategic recommendations ~ and it updates as your client executes, so the number is never stale.
Value Lift Plan
The plan to lift the business’s value, drafted for you. Customize it, organize it into sprints, and push it straight to your client’s phone.
Client app
Tools your client works between meetings ~ more sales, better margin, local competitive edges, shock protection, and referrals that come back to you.
Advisor Studio
Every client, every valuation, every sprint in one studio. Built for the day you have ten clients, usable on day one.
Lead Generator
Warm leads with quantified, defensible opportunities attached ~ and every lead you claim locks to you alone, never shared with another advisor.
White-label free valuation
Your branded free-valuation link with a paid unlock that opens the full report and strategy plan ~ a front door that books its own meetings.
Plus the full client value-lifting toolkit ~ every tool below ships with the seat.
Swipe through all 15 lift tools ~ every one built to move the valuation.
Advisor Studio ~ every client's value and gain since baseline, with your New Business pipeline one tab away.
Five opportunities on one call, or your first month is on us.
Don't take our word for it. Pick your city and your industry and we run the scan live while you watch. If we can't show you five engagement-worthy opportunities on a 20 minute call, your first month is free. If we can, you start at $499/month per advisor, fixed ~ unlimited leads and clients. No commitment either way.
One engagement pays for your whole first year.
The advisor seat
Includes unlimited leads, your white-label free-valuation link and report, one-link client onboarding, and the client app for every client.
$499/month per advisor, fixed ~ unlimited leads, unlimited clients ~ cancel anytime
A single $5,000 engagement covers years of the seat. The system is designed to pay for itself with your first client.
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.
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.
We find the number. You make the call.
Start today, run your first scan tonight, and open your first conversation with a found opportunity instead of a cold pitch. Every lead locks to the advisor who claims it first ~ the earliest advisors in each market get the best pick. Month to month, no commitment ~ cancel anytime.
$499/month per advisor, fixed ~ unlimited leads, unlimited clients ~ cancel anytime