What happens after I buy?

  • The team will set up your account and email your login
  • You'll get your welcome package and the link to schedule Orientation (Growth Consultant and Practice Group)
  • Be up and running fast!

Starter

 
Create initial insights about what clients need to get the success they want - unlimited discovery software free for 30 days. Use in client meetings, on your website, and over email.
Start for Free

$0.00

then only $99/mo
 

1 Advisor

Unlimited use of the Discover Initial Analysis

Dashboard and Engagement Pipeline

Easily Load your Logo into the Software

Free Video Orientation

Create Total Clarity with the Deep-Dive Analysis & Executable Growth Plan for $799/yr per client

Growth Consultant

Unlimited Access
 
Create total clarity about what your clients need to get the success they want. Start by generating initial insights in client meetings, on your website, over email - and in group workshops. Go deep with software creating total clarity around objectives and key results, plus the executable growth plan.
Annual Plan

$399/mo

billed annually
 
Subscribe Monthly only $499/mo
 

1 Advisor

Everything's Included:

Create initial insights using 'Discover' 10 minute initial analysis live, over zoom, via email, and embedded in your web site.

Create total clarity about what your client needs to reach the success they want with the Deep-Dive Analysis

Lead clients to reach Objectives and Key Results with Executable Growth Plans

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 (billed separately)

Consulting Practice Group

Team Unlimited
 
Create total clarity for consulting teams. Expand services within individual clients, and increase firm collaboration helping clients reach their goals.
 
Team of 8, Unlimited Access
Monthly

$1,999/mo

Flexible Pricing Plans --monthly or annually
 

Easy to scale: add licenses as your practice grows

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

Optional Onboarding and Coaching Programs

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NACVA Members save $100/month on annual Growth Consultant package!
 
$399  $299/month paid annually, a $1,200 savings
FAQ