What happens when a pair of super-experienced business leaders meet with me to discuss how Growth-Drive will help them build their advisory businesses? The answer is easy: magic. Magic happens. Here's why.
Before you read on (synthesized by Ai from the meeting recording), let's take a sec to understand the players. Two newly-certified exit planners were referred to Growth-Drive; each has his own advisory business but teamed up for this meeting. Combined the three of us have almost 100 years of business and advisory experience. In Growth-Drive speak, on the 1-5 advisory spectrum both of these cats are 2s, 3s and 4s: They intend to educate business owners, be the architect of the growth and exit plan, and act as general contractor - the Co-Pilot peer to the CEO- converting the plan into reality during long term engagements. Both are dedicated to delivering client wins. And they will.
We invested a lot of time discussing Client Discovery. Here's a free resource for you - we are committed to your success:
One has grown and sold two businesses to PEGs, and is now leveraging the sum of his experiences to the benefit of other (lucky) business owners. One had a long and very successful career running the advisory services practice with a large CPA firm, and will be a terrific growth and exit advisor. These guys are both killer in their own right. It was a wide ranging and fun conversation - what was booked as 30 minutes ended up running for well over an hour. Respecting their privacy we are not posting the video.
From just the Summary and KTAs you will learn a ton about how Growth-Drive can turbo charge your advisory business. In just a couple of minutes reading you’ll get a great feel for why your colleagues love Growth-Drive’s precise system for winning engagements and delivering client wins - and why they are telling their colleagues to check us out. Thank you, we are here and committed to your success and, as always... glad to help with questions. Remember: Strategic Capacity drives growth & value. -George
Summary
The conversation delves into the intricacies of business growth, focusing on understanding client needs, the role of technology, and the importance of strategic planning. It emphasizes the three dimensions of business growth, the significance of private capital markets in valuation, and the necessity of effective leadership and team dynamics. The discussion also highlights the use of software for management, discovery tools for value planning, and the importance of training and certification for advisors to enhance their effectiveness in guiding clients.
Key Takeaways
Killer Sound Bite: "[By increasing Strategic Capacity] We can take your business as an asset from $18 million to $47 million in just a few years."
Chapters
What will you do with these insights? We are here and committed to your success. Questions? Shoot an email to support@growth-drive.com, and if you want to meet to see how Growth-Drive can help you as a growth advisor or exit planner book a consultation here. Thanks, -George