FAQ

Are there professional standards for the business advisor and broker industry?

Legally speaking, no. In many states, a business broker must hold a real estate license from that state. An advisor who proposes actions you may take with financial investments (to include purchasing stock in a company or placing a value on your company stock) must hold appropriate FINRA licenses. 

Our founders have over a dozen  certifications from among the hundreds that are offered in many of the technical fields that surround coaching, business management and business selling activities. These are all commercial certifications (meaning the companies exist by virtue of inventing and selling the certifications, even if they carry a .org identity, or they issue certifications based on a software product that they sell). No one person could possibly have most of those certifications, or if they do, then they have no time for field experience.

If you're looking for an advisor, by all means ask about certifications and associate membership, but what you really want to know is whether they know what they are talking about with regard to how to improve your business value, and you want to assess whether they will be the right person to push and pull you along to do what you already know you should be doing if you only had the time!

How will I know you are the right advisor for me?

During our initial conversations and/or discovery session, together we will identify if this is an appropriate fit. So, before you say "yes", you will have a sample of what the experience will be like. Until then, please do read the website and the papers we offer to tell you more about the Business Value Booster Method and what our approach is.

How do I get started ?

If you are interested in getting help now to increase your profitability now and position yourself for a better selling price someday, please contact us to set up a phone appointment for an initial discovery session.

What can I expect from you as my advisor?

1. Be a partner in bringing out the best, the deepest, and the truest in you;
2. Provide safety, encouragement and support; an environment in which you can relax and explore;
3. Respect the confidentiality of the agreements we make;
4. Expand your view of what is possible and promote discovery of new insights;
5. Give you input, straight feedback and operate as a sounding board;
6. Listen carefully to what you say and ask questions that increase awareness;
7. Be an on-going resource for you in accomplishing your intentions.

What if I sign up for this and decide it is not right for me? Do you have a money back guarantee?

Yes, our advisory program carries our industry-unique 5x guarantee. If within the first 90 days of our relationship you show up to the calls and participate fully in the assignments, and we are unable to identify actions that would increase your business value by at least 5x the amount you paid for the program, we will completely refund the money for your advisory program. However, to honor the Method and the advisory process, if you do not show up for scheduled sessions, do not do the follow up work, or otherwise do not particate as agreed, then we will not refund your money.

Our packaged programs are self-study and we have no way of determining what if anything you will do with them. If you run into any technical issues, we will correct them promptly; if we can't correct them, we will refund your money. Not cheerfully, because it means we have disappointed you, but promptly!

SECURITY & CONFIDENTIALITY

Is this client center and my data secured and safe?

Yes! In fact, there are 3 levels of security: provided to keep your data safe and confidential:  

1. Username and password protected;
2. Verisign Security Certificate protects your data on this site; 
3. Secured pages (https://)

 Is my information confidential?

Yes. This site is protected by a username/password system. You are the only one that has access to your information. Even we do not know your password; we can only reset it. We do have access to the documents you submit so tht we can advise you on your specific actions, but we will not release any of your information to anyone else. Nobody else will know your identify as a client, unless you choose to reveal that to other participants in the group calls.

ADDITIONAL SUPPORT

Can I contact you in-between our scheduled sessions?

Yes! In the event that you would like support on something that comes up in between our meetings, you can post an inquiry to the Client Log and we will provide an appropriate response. Except for doing whatever is needed to resolve issues with our technology platorm, we are truly here to help you succeed, but we cannot engage in protracted message conversations that amount to incremental consulting. If you need a detailed discussion beyond what we cover in the scheduled group or 1:1 sessions, you can schedule custom private sessions (for a fee) via your Private Client Website.

ACCESSING THE PRIVATE CLIENT AREA

What is the "Register Now" link and when would I use it?

If you are interested in becoming an advisory client or beginning one of our packaged offerings, you can create your own account to access the private client area.  When you "register" I will be notified that your account has been created and will need to activate your account. This could take up to 24 hours.

How do I access your private client area and how do I log in?

Click on the Login link in the navigational menu of the website. Then enter the username and password that has been assigned to you. Don't have login information yet?  Contact us so we can get an account created for you.

I have a password that I use for most of my on-line accounts.  Can I change the password you assigned to me?

Yes. You will need to log in initially using the password I assigned to you. Once you log in, you can change your password at any time in your Client Profile page, that you find under the FORMS tab. Note: we don't have your password. We can only reset it for you.

What if I forget or lose my password and login information?

If you simply forgot your password, you can still go to the Login page by clicking the Login link. Click on the blue link "forgot password" to the right of the "Login" button and, in the new "Forgot Password" window, enter your username and click on the "Continue" button. You will receive an email shortly with your new temporary password included.

If you misplaced both your username and password, contact us and we will forward you your information.

I’m trying to log in, but it will not accept my username or password, what do I do?

Remember that the login information is case sensitive, so enter it exactly like it was given to you. Also, type in your login credentials and DO NOT copy/paste it, as this procedure can include empty spaces, which count in a password, thus rendering incorrect. Again, if you do not remember your login credentials, you can contact us via email or phone and we'll get them to you.

FORMS, DOCUMENTS AND RESOURCES AVAILABLE

What makes up a "Welcome Packet" and what do I do with this?

A welcome packet consists of some basic forms, documents and resources that will help to get us started in the advisory process. By completing the information in the welcome packet, you are providing me with some helpful information, so that I know best how to support you, guide you and work together with you. It includes a "Client Profile" form, a "Goals" form and also a "Discovery" form.  You will also find our agreement located in this packet. It is customary for you to complete these items prior to our initial session together.

SCHEDULING/RESCHEDULING APPOINTMENTS

What if I need to reschedule my appointment?

It's easy. With at least a 24 hour notice, you can reschedule any appointment by using the online calendar system. Just complete the following steps:

1. Log into your Private Client Website Area.
2. Click on the Calendar Menu.
3. Locate and click on the desired block of “Available” time (or if you already have an existing appointment, click on the title of your existing appointment that you wish to reschedule)
4. Click on the "edit" button and change the details of the appointment to correspond with an "Available" block of time.
5. The calendar will update itself, you'll see your new appointment reflected and I will receive an email notification letting me know of the change. 

PAYING FOR THE SERVICES

How do I easily make my payments for my advisory or packaged services?

Our programs are all paid up front, subject to the money-back guarantees. If we've agreed to a monthly payment plan, the payment provier (usually PayPal) will automatically debit whatever you have set up with them as your default payment means. Since our advice and training are all "can't unsee it once you've seen it", we cannot accept payment in arrears.

What are the various methods of payment I can use to pay for my  services?

Check, Cash, Payment Platform (e.g. Stripe or Pay Pal). If necessary (corporate credit card that can't be used on Stripe or PayPal) we can arrange for a direct credit card payment.

• To pay by Stripe or Pay Pal (default method): click the link when you register for the program. The button will take you to a Stripe or PayPal login and transaction page (look around, it could be in annother window on your other monitor!) Accept the payment and it will return you to our site where you can log in and you should have near-immediate access to your program.
• To pay by Check: simply use the "remit to" address located to the right in the body of the invoice you’ll receive. You will not have access to your programs until the check clears.
• To pay by Credit Card direct to us: This is not our preferred method, but we can arrange it if needed.