Wow #1 — Stop reinventing advisory for every client
Productize your advisory services.
If you're already delivering advisory, you know how much partner time it eats. Three repeatable packages your firm can sell, deliver, and renew — without rebuilding the engagement every month.
Manager-led
Growth Visibility
Clarity on the numbers that drive the business.
- Cadence
- Monthly KPI brief, quarterly call
- Internal owner
- Manager-led
- Monthly KPI dashboard
- Financial performance snapshot
- Cash flow view
- Quarterly advisory call
- Action item tracker
Best fit: Owner-operators who need visibility but aren't ready for a recurring CFO conversation.
Most-sold
Manager + Partner review
Owner Command Center
A monthly advisory rhythm with a custom client portal.
- Cadence
- Monthly review + portal
- Internal owner
- Manager + Partner review
- Monthly advisory review
- Custom client command center
- KPI tracking
- Profitability analysis
- Cash flow forecasting
- Action plan
Best fit: Established businesses where the owner wants a recurring advisor conversation.
Partner-led
Fractional CFO Layer
A strategic finance function delivered by your firm.
- Cadence
- Monthly CFO review + scenarios
- Internal owner
- Partner-led
- Monthly CFO review
- Forecasting
- Scenario planning
- Margin analysis
- Department / location tracking
- Strategic action plan
Best fit: Higher-value clients who need forecasting, scenario planning, and strategic finance.
Why packaging matters
What firms typically see in the first 90 days
+38%
advisory close rate when an offer page is sent
−62%
scoping time per new engagement
2.4×
advisory revenue per partner within a year