Now Your Bank Can Be a Small Business Enabler!

There are 347 CPA firms across the US currently using our platform. Since 2009, not one has left us. Additionally, CPAs are rated second to banks (43% & 59%) when small business owners are asked which professionals they view as their primary source of business advice. (Source: 2022 SCORE, US Bank, Forbes Business)

While our platform meets SSL/TSL benchmarks, Advisory Services are not financial or banking services and don't require the same compliance. Additionally, no transactions are executed by the platform. No client data, no financial information is stored in the platform and it's not networked with any other systems, online or dedicated, so ZTA and Safeguard rules are not required and do not apply.

We supply proven profit growth content under your brand. Inasmuch, bank employees are NOT expected to be growth experts or offer direct advice to small business customers. The bank is merely the conduit allowing small business owners to affordably access the exact training and real-world instruction they desire most... from anywhere there is an internet connection. Most business owners can't afford the direct cash outlay of 4-to-5 figures every month for a professional and dedicated Advisor. Because your Advisory Services are online and accessible 24/7/365, they can be affordable for almost any small business. A full 76% of owners complain they are frustrated that proven guidance typically isn't available from any local source. Now it is... thanks to your bank!

Like every opportunity, there is an investment. How profitable it is for the bank is entirely up to you. When following our guidelines we know just 5 small business owners using your platform pays for itself and then some. Ten owners will bring 149% ROI each month. With unlimited capacity, your Advisory Services offering is scalable to as far as you want to take it. We have others firms using this exact platform to drive monthly revenues in the 6 & 8-figure range of recurring revenues annually.

Advisory Services is an area that can be completely spun-off (if desired) and scaled to enable the bank to offer "non-banking" type of careers that are in-demand and projected to grow through at least 2035. With no special education or certification required, your ideal candidate may already be a current employee. This provides opportunities for promotions and recognition in addition to seeking outside candidates.

Amazingly, it isn't. When it comes to CPAs, Business Brokers, Attorneys, Bankers, Advertising Agencies, and Media Companies, they are all pros at what they do... and what they do doesn't include GROWTH advisory services. Why? None of them have the experties or deliverables to confidently offer advice in profit growth. It's not their core business. They certainly have a place and a value with small business owners. They simply can't go much beyond their core offerings.

While we suggest the bank have dedicated faciltators, employees are not expected to be "growth experts".  The bank acts as the conduit to connect small business owners with the guidance they need and want. Since the guidance is online & accessible 24/7/365, not having dedicated experts affords a DIY approach to the advice owners demand at a price that's affordable for nearly ANY business. You can even offer additional weekly online group coaching faciltated by one of our Senior Advisors to answer owner questions and offer more "here's how you do it" detailed guidance for free.

These business are even more crucial. Even family businesses that have been handed down for generations. These owners are relatively successful, but many don't adapt to changing business environments or, most often, they want to grow market share, cashflow, profits, and even lifestyle... they simply don't know how to get their business scaled to the next level... at least not without a lot of unnecessary trial & error and wasteful spending. Your Business Academy addresses all these issues for successful owners!

Fill the need. Business owners want guidance. It's been in demand for decades. However, for many, they spend all their time working IN their business and very little time, if any, working ON their business. Your Business Academy teaches owners how to do the things that matter most more effectively and more efficiently without disruption to their other operational priorities. With a succession plan in mind, the goal is to get business owners growing a sellable asset for their retirement. That's what all business owners eventually seek, yet seldom have a viable plan to attain. When your business clients are achieving their goals, you'll be well on your way to achieving yours!