Your advisory practice, run as a business.
Whether you're starting advisory or already delivering it bespoke, see pipeline, delivery, revenue, and client health across the whole firm — in one place, on one cadence.
Before vs after
What changes the day a firm runs advisory on this system.
- Monthly reviewRebuilt from scratch each client, each month
- Client healthFelt in the partner's gut, not visible to the team
- CapacityDiscovered when a manager burns out in busy season
- Margin per clientCalculated once a year, if at all
- Renewal riskSurfaces the week the client gives notice
- Partner timeStuck in compliance and review, not advisory
- Monthly review47-min avg prep, 0 missed across 14 clients
- Client healthGreen/yellow/red across the firm, updated weekly
- CapacityForecast 7 clients of headroom before overload
- Margin per clientLive — 3 sub-40% clients flagged for repricing
- Renewal risk2 high · 3 watch, scored from real signals
- Partner time28/72 partner-vs-manager split, delegation surfaces itself
Biggest shift: Partners get out of the review seat: monthly prep dropped from days of rebuild work to a 47-min avg, with zero missed across 14 clients.
What firms can't see without this
Profitability, capacity, and renewal risk — the numbers most firms only feel after they've already lost money or burnt out a manager.
Advisory Client Pipeline
Deals to delivery, in one view
| Client | Package | Stage | MRR | Partner |
|---|---|---|---|---|
Brighton Retail Group Retail | Owner Command Center | Active | $4,200 | M. Alvarez |
Legacy Construction Contractors | Fractional CFO | Active | $7,800 | M. Alvarez |
Northstar Medical Partners Medical Practices | Fractional CFO | Active | $6,500 | J. Okafor |
Riverbend Restaurant Group Restaurants | Owner Command Center | At Risk | $3,800 | J. Okafor |
Crescent Nonprofit Alliance Nonprofits | Growth Visibility | Active | $1,900 | S. Whitfield |
Summit Dental Group Medical Practices | Owner Command Center | Active | $4,100 | S. Whitfield |
Harbor Professional Services Professional Services | Growth Visibility | Active | $2,200 | M. Alvarez |
Ironhill Manufacturing Multi-Location Operators | Fractional CFO | Renewal Due | $8,200 | J. Okafor |
Client Health
Proactive risk overview
- Brighton Retail Group6 open
- Legacy Construction3 open
- Northstar Medical Partners2 open
- Riverbend Restaurant Group11 open
- Crescent Nonprofit Alliance2 open
- Summit Dental Group5 open
Upcoming Monthly Reviews
Next 14 days
- Nov 18Brighton Retail GroupM. Alvarez · T. Nguyen
- Nov 14Legacy ConstructionM. Alvarez · R. Patel
- Nov 21Northstar Medical PartnersJ. Okafor · R. Patel
- Overdue 4dRiverbend Restaurant GroupJ. Okafor · T. Nguyen
- Nov 25Crescent Nonprofit AllianceS. Whitfield · K. Ito
Revenue by Package
Monthly recurring
- Growth Visibility$4,100
- Owner Command Center$12,100
- Fractional CFO Layer$22,500
Partner Workload
Reviews + open items
- M. Alvarez78%
- J. Okafor84%
- S. Whitfield71%
3 new advisory engagements signed via offer pages. $11.5K added MRR.
Riverbend Restaurant Group — review overdue 4 days, 11 open action items.
Tuesday partner standup — 4 client reviews to finalize this week.