Starter

Generate engagement leads by running an initial assessment of company strength and value, starting the business consulting conversation --for free.

$0.00

Free

Talk to Sales

1 Advisor

Generate Leads using the Discover initial assessment with 5 prospects or clients

Limited Dashboard and Client Pipeline

Branded "CoreValue"

Free Video Orientation

Unlock Deep-Dive Analysis & Executable Growth Plan: Available with Upgrade

Business Analyst

Generate leads using the initial company assessment, starting the business consulting conversation --then run a deep-dive analysis of client operational strength and value, powering paid engagements.

$299/mo

Billed Annually

Talk to Sales

1 Advisor

Generate Leads with Discover, the Free Initial Analysis of Company Strength and Value

Start the Consulting Conversation:

Dashboard and Client Pipeline

Branded with your Logo

Analyze Operational Strength and Value:

Unlimited use of Unlock Deep-Dive Analysis --your paid engagement

Online 'Analyst' Reports and Graphics

Training:

'Analyst' Onboarding

A-La-Carte:

Growth Consulting: Executable Growth Plan and all Report Writers, $799/yr per client

One-Time Onboarding Fee: $500

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Growth Consultant

'Analyst' plus convert your deep-dive company analysis into reports and an executable growth plan powering strategic planning, revenue growth, value maximization, and M&A prep engagements --with advanced training and automation. Plus, track client growth which is the ROI for your services.

$399/mo

Billed Annually

Talk to Sales

1 Advisor

CoreValue Analyst, plus

Drive Growth Engagements:

'Unlock' Executable Growth Plan

Report Writer: your Virtual Back Office

Growth Strategy Report

Operational Value Report

Projections: Calculate "What if...?" Scenarios for Growth and Value Engagements

Progress Tracking: Show the Client's ROI from Hiring You

Advanced Training:

Includes Onboarding 1-1 Coaching

Includes "Build a Thriving Practice" Power User Training - a $720 Value

Dedicated Support to help your practice thrive

One-Time Onboarding Fee: $1,000

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Consulting Practice Group

'Growth Consultant' for practice groups and firms. Scalable technology and training with quality assurance, compliance-approved reporting, and a virtual back office.

$ 1,899/mo

Billed Annually

Talk to Sales

Includes: 5 Growth Consultants

Easy to scale: add licenses as your practice grows

Additional 'Growth Consultant' seats: $299/mo each (34% discount)

Branded with Your Logo

Unlimited use of Discover: Free Initial Analysis of Company Strength and Value

Unlimited use of Unlock Deep-Dive Analysis

'Unlock' Executable Growth Plan

Report Writer: your Virtual Back Office for Scalability, Quality Control, and Compliance

Growth Strategy Report

Operational Value Report

Track Progress Growing Revenues and Equity Value

Advanced Training:

Orientation and Onboarding, plus Customized 'Power User' Training based on Build a Thriving Practice course

Ask about the Discover Content Delivery Engine

One-Time Onboarding Fee, per Advisor: $1,000

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