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Is this your firm?

  • You are successful and you win new tax compliance clients regularly
  • You want to help your clients more by delivering business advisory services
  • You have struggled to find a way to consistently win and deliver business advisory assignments
  • Your senior accounting staff don’t want to “sell” themselves as advisers
  • You are not sure who should the best people are to be focused on business advisory in your firm

Join a select group of accounting firms that can consistently generate significant value for their clients from business advisory assignments.

The most important outcome from getting business advisory right is that you help your clients achieve significant success in their business. From the value that you generate for your clients your firm will experience significant financial rewards.

Here are the seven critical steps that you need to take to get real business advisory success – we can help you with all seven.

What We Do

How we engage with you…

The first thing that we do is ensure that you and the key people in your firm understand our approach and how we do what we do. We then engage a small team from your firm in a pilot program that will demonstrate a positive return on investment for your firm.

  1. We make sure that you fully understand everything about our approach. We’ll share everything with you because we want to make sure that you make an informed decision to start working with us.
  2. Review your existing strategic roadmap for advisory if you have one. If you don’t already have a strategic roadmap for advisory we’ll work with you to create one.
  3. Apply our propriety MAXSHV™ “Advisory Role Indicator” tool to help ensure that you will have the right people in the right business advisory roles.
  4. Embark on a small scale pilot program where we will work with between 4 and 8 of your key staff to put them through our MAXSHV™ 12 week program.
  5. Part 1 of the MAXSHV™ 12 week program covers how to run a business advisory meeting, how to uncover your clients biggest business issues and how to win a business advisory assignment. We show your people how to do all of this without having to sell.
  6. Part 2 of the MAXSHV™ 12 week program covers how to successfully execute a business advisory assignment including how to manage scope, how to keep the client informed of progress. This includes the systems and tools used in business advisory to manage assignments and provide management visibility of assignment progress.
  7. Part 3 of the MAXSHV™ 12 week program covers how to end the assignment successfully and how to review the assignment with your client in order to win the next advisory assignment.
  8. Having generated a fast return on your investment in the pilot program we then work with you to construct a plan for rolling out our MAXSHV™ methodology across your firm to match your strategic roadmap for advisory.

Who We Are

We are experienced business advisers who have won and delivered millions of dollars of business advisory assignments over the past twenty years – we know what works. We have built what works into our proprietary MAXSHV™ methodology.

  • We speak in plain and easy to understand language.
  • We work alongside you and your team.
  • We will not subject you or your people to generic “soft skills” or sales training nor will we suggest you send irrelevant client needs analysis forms or suggest you send huge lists of meaningless questions to your clients.
  • We do in our business what we show your business advisers to do.
  • For us, it’s personal. When you engage with us we behave like our livelihood depends on your business advisory success.

Having vast experience, and a demonstrated track record in winning and delivering professional services advisory work, our two Principals have walked the talk.  

Brian Clark

Brian has over 25 years working in business transformation and change.   Brian specialises in helping clients develop and execute their transformation and change strategies incorporating sales performance, learning, performance and collaboration systems. Brian speaks, writes and consults internationally in these areas.  

Brian has worked with a diverse range of organisations in the professional services and not-for-profit sectors. These projects included business development, enterprise learning and performance software implementations for user populations from 20 to 90,0000.

As an owner of multiple businesses and working closely with successful organisations inspired Brian to develop a comprehensive organisational diagnosis and design framework for his clients.  His commitment to developing performance cultures was forged in the realisation that healthy organisations demand strong revenue growth through effective sales and marketing systems and processes. This framework enables leadership teams to sustain their change initiatives and adapt to continual change in their internal and external environments.

For the past ten years, Brian has been a judge in the Telstra Business Awards. This work aligns with Brian’s passion to help promote successful Australian businesses and the benefits that flow to the Australian economy and communities in which they operate.

View Brian Clark’s profile on LinkedIn

Sam McNeill

Sam McNeill is a respected professional management consultant who has served the finance and professional services sectors in Australia and around the world for over 25 years.  

Sam specialises in business development, change management and team and personal effectiveness, and is an authority on business growth for professional service businesses. Prior to co-founding Sales Ecosystem, Sam was the Australian CEO of the major international consulting firm PA Consulting Group and prior to that the Sydney Head of Cambridge Technology Partners.

Sam has personally sold and led the delivery of professional advisory services over $42M in value. Sam has been at the “pointy end” of winning advisory service assignments and delivering client value on the back of those sales.

Sam leverages his experience, practical business growth insights and enthusiasm for generating results to help his accounting firm clients generate increased shareholder value and predictable revenue and profit growth.

View Sam McNeill’s profile on LinkedIn

Advisory Success is a business of Sales Ecosystem.