The Opportunity is to run your own Consulting and Advising business that focuses on small and medium size businesses. We have found this to be an under-utilized segment in the market.

It is very rewarding both financially and professionally to help business owners grow, be more profitable, or even help them recover.

We have developed our own system for both short-term and long-term relationships and our approach has been to focus on three time periods of a business:

Take-Off & Start-Up: From an Idea, to a Plan, to all of the steps to Opening the First Day.

Climb & Maintain: Growing and evolving the business while increasing efficiencies and profitability.

The Landing: Passing the business to the next Generation, or Selling to a qualified buyer or even a Merger.

We have developed our own evaluation and tracking tools, including 33 financial metrics. Enhancing our relationships and increasing our fee income.

I am using BizBuySell to grow and I want to enter new markets both domestically and around the globe.

Included with the Opportunity:

100 Hours of 1-on-1 Training
24/7/365 Live Support

Team Calls - 2 Per Month: Specific Training Topic & Market/Current Events

Leads by Territory
Marketing Materials and Marketing Vendor Access
Co-Branded Activities
Independent Page on Approach Advisors Website
Access to Approach Advisors Social Media
Marketing Materials

Presentation Materials
Event Materials
Evaluation Tools
Scorecards & Follow-ups
Access to Financial Analysis Engine
Access to our Data Mine of Active Data
Financial Analysis & Second Signature for Presentations

Operational Tools & Support


Fee Agreements with Sister Companies

100 Shares of Convertible Stock


To setup a call you can reach me at tkinsey@approachadvisors.com or by phone and text to 1(412)302-0519.