Better Outcomes Begin With Better Coordination.
Most business owners already have advisors.
They may have:
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A CPA
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A Financial Advisor
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An Insurance Professional
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An Attorney
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A Banker
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A Business Consultant
The problem is not a lack of advisors.
The problem is that these advisors often work independently.
When planning occurs in silos, opportunities are missed.
Tax strategies may conflict with retirement goals.
Business succession decisions may create estate planning challenges.
Risk management decisions may impact cash flow and business value.
The result is what we call The Planning Gap™.
The Collaboration Process™ was created to help close that gap.
Why Collaboration Matters
Business owners face increasingly complex decisions.
Every major financial decision affects multiple areas of life and business.
A coordinated approach allows professionals to:
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Share relevant insights
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Identify planning opportunities
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Reduce blind spots
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Improve communication
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Create more comprehensive recommendations
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Help business owners make better decisions
The goal is not to replace specialists.
The goal is to help specialists work together more effectively.
The CPA Game Plan Framework
The Collaboration Process™ is built upon several interconnected frameworks.
1. The Blueprint for Financial Success™
The Blueprint provides a structured planning framework that helps identify goals, priorities, opportunities, risks, and action steps.
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2. Financial Planning Gap Analysis™
The Gap Analysis helps uncover areas where planning opportunities may be missing or incomplete.
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3. Trusted Advisor Relationship Map™
The Relationship Map identifies the professionals involved in a client’s life and highlights opportunities for collaboration.
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4. The Trusted Advisor Huddle™
The Huddle creates a simple process for advisors to communicate and coordinate around important client decisions.
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How The Collaboration Process Works
Step 1: Discover
Identify goals, concerns, opportunities, and planning gaps.
Step 2: Map
Document the client’s trusted advisor team and professional relationships.
Step 3: Analyze
Review opportunities using The Blueprint and Financial Planning Gap Analysis.
Step 4: Coordinate
Bring the appropriate professionals together to discuss key issues.
Step 5: Implement
Develop and execute recommendations across disciplines.
Step 6: Review
Monitor progress and adjust as circumstances change.
Benefits For CPAs
CPAs are often the most trusted advisor in a business owner’s life.
The Collaboration Process™ helps CPAs:
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Deliver greater value
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Strengthen client relationships
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Identify planning opportunities
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Improve client outcomes
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Enhance client retention
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Build stronger referral relationships
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Benefits For Financial Advisors
Financial Advisors gain deeper insight into the tax, legal, and business issues affecting client decisions.
The Collaboration Process™ helps advisors:
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Improve planning quality
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Increase implementation rates
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Strengthen professional relationships
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Create a more comprehensive client experience
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Benefits For Business Owners
Business owners receive the greatest benefit when their advisors communicate and work together.
The result is:
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Better decisions
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Fewer blind spots
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More coordinated planning
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Greater confidence
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Improved long-term outcomes
Continue Exploring
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The Collaboration Process™ exists for one purpose: helping trusted professionals work together to help business owners make better decisions and achieve better outcomes.