Advisory Edge - Get Started
This is the quick start Advisory Edge programme.
This course helps accountants and finance professionals unlock the power of Advisory Edge. In under an hour, you’ll learn to deliver high-value insights to clients using the Business Overview and Business Growth Model — with no complex setup or advisory background required.
Current Status
Not Enrolled
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Price
Free
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Module Content
Module 1: Welcome to Advisory Edge
What is Advisory Edge?
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Module 2: Getting Started
Connecting Clients
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Generating Your First Reports
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Module 3: Business Overview Report
Making Client Reviews More Strategic
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Module 4: Growth & Valuation Modeling
Business Growth Model Explained
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Financial Snapshot (Tab 1)
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5 Year Projections (Tab 2/3)
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Business Valuation (Tab 4/5)
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Creating Client Report
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Module 5: Scaling Advisory Edge
First Conversations to Lasting Impact
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BONUS CONTENT
Exit Readiness & IHT
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Business Valuation
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Client Conversation Starters
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Report Samples
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Advisory Edge: Quick Review
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