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Testimonials from Owners

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Messaging to Attract Owners

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Engaging Questions MOD 3 – Where and how do I start?

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Engaging Questions MOD 4 – What if I need more money from my business?

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Engaging Questions MOD 5 – How does the transition process work?

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Engaging Questions MOD 6 – What else do I need to know?

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Building a Strategic Team

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Tour of Online Learning System

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Debrief of Value Builder Estimate Report

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Debrief of Value Builder PREScore Report

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About Us

The Advisor’s Edge is a community of experts and advisors who serve business owners in preparation for a successful transition of ownership control. Preparation includes three areas: their personal life, finances, and their business. Our members choose to partner with other experts to provide owners with all the services they need. Members meet monthly to collaborate on best practices and have access to materials that entice, educate, and engage business owners and strategic partners.

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