Stand out from the crowd

Offer something that has lasting value for your clients and will enhance your standing as a trusted advisor.

 

BECOME AN EXIT PLANNING ADVISOR

Support your clients on their journey

  • There are accountants and then there are forward-thinking accountants.

    At Business By Design, we are looking for those accountants who are forward-thinking; who want to make a difference to their clients’ businesses and lives.

  • If you’re a business advisor, you’ll know there is much noise in this space.

    There are thousands of advisors, coaches and consultants but unfortunately, the majority are not providing the level of service and advice that business owners need. Business By Design is looking for quality advisors who have either run successful businesses in the past or have a proven track record of at least 5 years of successfully working with clients.

Before you would be considered to be trained as a Business By Design Certified Advisor, there are selection criteria and an interview process.

If you want to stand out from the  crowd and become a certified Business By Design Advisor, then we would like to invite you to an exclusive 30-minute complimentary Exit Planning Strategy Session designed for Accountants and Business Advisors with our founder and CEO, Cliff Spolander.

Why Business by Design?

The Value Creation Process is a methodology created to help you get your clients exit ready. It provides you with a step-by-step process to establish where each client is along their business journey and where they need to be in order to achieve a successful exit.

The tools provided are there to assist and guide you through the entire journey with your clients, whether it is done on a part-time basis, using mastermind groups or by working 1:1 with your clients. You will have everything you need to confidently help your clients grow and exit their businesses.

 

The benefits of becoming an advisor

  • The Value Creation Process

    Access to tools and assessments to help measure your clients business, personal and financial plan

    Accurately value a business, undertake detailed financial due diligence, assess how prepared your client is for growth and exit

    Calculate how much money they will need to retire

  • Access to marketing material

    Get your message out there with our bank of marketing material

    Use it to educate your clients and confidently speak to them about what their exit plans are

  • Training to enhance your offer

    Tools and training to be able to advise your clients appropriately

    We’ve partnered with VFD-Pro to give you a complete training package

Why help your clients plan for exit?

 

Every one of your clients will have to exit their business as some point, whether by choice or by circumstance

Most SME businesses are not saleable in their current condition

Give your clients the clarity and focus they need to enable them to exit their businesses successfully

 

How it’s helped others

 
 

  • The key benefits are, for me, additional knowledge: you don't know what you don't know, so it's filling in those gaps. Specifically, for me some knowledge around the practicalities because it's not just technical knowledge it's the practicalities too. It's superb.

    Bob Harper

  • It provides a systemised basis for working with clients to maximise the value of their business and prepare it for sale. As I understand it the Business By Design platform will provide a method of selling it as well.

    Jeremy Webb

  • I'm already a business advisor so the key benefit for me is to have a system available to me that fast tracks the business valuation process and gives me certain levers to help business owners to get to the valuation in a timely fashion.

    Sanjay Shah

  • It differentiates itself from any other program that professes to deliver the same benefit. The level of detail they go into for understanding what makes a company saleable and how to increase the value of a company. The sector is currently flooded with company’s unprepared for sale, lacking in current critical financial information and misled by agents over true company valuation and as a consequence languishing on agent’s books. Business by Design offers a slick procedure, run by competent, honest professionals who address and encompass every element of the major event of selling a business, from start to finish and beyond.

    John Greene

Become an accredited Advisor

Register your interest in becoming a Business by Design accredited advisor and we’ll be in touch to book a session with Cliff.

 

Want to know more?

Book your free session with Cliff to find out more