Managed
IN BRIEF
- We handle every step of the advisory process, from finding the perfect advisor to managing the entire collaboration.
- Pay a monthly fee that covers both our service and the advisor's compensation, ensuring a hassle-free, ongoing relationship.
- Monthly Fee: Tailored to your needs, the fee includes both our management fee and the advisor's compensation.
- Fully managed, turnkey service, including contracts, payments, and coordination between you and the advisor.
FOR WHOM
The Managed package is ideal for businesses that want a fully hands-off approach to finding and working with an advisor. This package is perfect for companies looking for comprehensive support, where all aspects of advisor selection, negotiation, contracts, and ongoing management are handled on your behalf.
Whether you're a company aiming to expand into new markets, optimize internal processes, or gain strategic insights, the Managed package offers a seamless experience. This is best suited for businesses that prefer to focus on their core operations while we take care of the advisor relationship, aiming for smooth collaboration from start to finish.
PROCESS
1. Your Needs
We begin by understanding your business goals, challenges, and the specific expertise you require. Brief us on your need.
2. Advisor Search
We search our extensive network of 8,500 experienced advisors, as well as other sources, to find the best fit for your business needs.
3. Shortlist & Review
We present you with a carefully curated shortlist of advisors, including their profiles and background information, for your review.
4. Interview & Selection
You have the option to interview the advisors, or we can help make the selection for you based on your preferences and needs.
5. Full Management
Once an advisor is selected, we handle all contract negotiations, payment structures, and any other necessary administrative tasks. We manage the ongoing relationship, trying to ensure everything runs smoothly.
6. Ongoing Collaboration
We continuously oversee the collaboration, acting as the liaison between you and the advisor.
PRICES
- Monthly Fee: Pricing is customized based on the advisor's role, scope of work, and your specific requirements. This fee includes both our management service and the advisor's compensation.
- Custom Packages: For businesses with more complex needs or long-term projects, we offer customized pricing solutions. Please contact us for a detailed proposal tailored to your business.
GET STARTED NOW
Email training
Our free email training is designed to teach you everything you need to know about working with advisors to achieve real business success.
Webinar on advisors
Come join our free webinars on Advisors and Advisory Boards to learn why and how you should utilize advisors to drive success & accelerate growth.
Growth Review Call
In this 1-hour call, we'll focus on your business, discussing where you are now, your future goals, and the actions you're considering. You'll receive candid feedback and expert recommendations to help guide your next steps.
Free advisor search
Brief us on your situation and we'll get back to you with suitable advisor candidates.