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5 Secrets to Growing a $5M Advisory Firm
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The guide behind the model Dr. Jackie Meyer, CPA followed to grow her firm from $350,000 to seven figures, cut her client count from more than 200 to 56, and run the practice in about four hours a week, with the pricing model, the client filter, and the systems that make it repeatable.
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Download today to get 5 Secrets to Growing a $5M Advisory Firm
Inside, You’ll Discover:
✓ Sell Value, Not Time: The ROI Method of Value Pricing and the four CURB factors (Complexity, Urgency, Risk, Benefits and Burden) that let you set your fee on the financial result you create for a client, often three to five times what hourly billing would earn.
✓ Subtract Your Way to Scale: The Ideal Client Profile filter Dr. Jackie Meyer used to cut her book from more than 200 clients to 56 and raise revenue per client from $1,500 to $17,000, plus the exact order to convert clients before you let any go.
✓ Package Your Genius Into Recurring Revenue: How to turn one-off projects into three tiered advisory packages that sell faster, delegate cleanly, and build the predictable recurring revenue a buyer pays a premium for.
✓ Build the Firm That Runs Without You: The three forms of leverage, systems, technology, and people, that replace you in the day-to-day, including the True Hourly Value calculation that tells you what to automate or hand off first.
✓ Build Enterprise Value, Not a Job: Why you should build your firm to sell from day one, the systems and recurring packages that buy back your time now, and how they push a sale price to 1.5 times recurring revenue instead of one.