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Information Request Form
Thank you for your interest in becoming an Advisor. Before you complete the Information Request Form, below, please be sure you agree with the following statements and complete the online Self Assessment. (If you don’t currently have an advisory business, answer about the sort of business you would desire.)
  1. My advisory business focuses on working with owners of small to mid-sized businesses.
     I Agree *
  2. My advisory business focuses on the financial and business aspects of a client, as opposed to personal success, life balance or career fulfillment.
     I Agree *
  3. My experience includes more than 10 years of experience as one or more of the following:
    • CPA working in public or private accounting.
    • Chief Financial Officer of mid-sized or larger organizations.
    • Commercial banker for small to mid-sized organizations.
    • CFO advisor to small and mid-sized organizations.
     I Agree *
  4. I have completed the Potential Advisor Self Assessment. Please click here to open and complete this assessment.
     I Agree *

Thank you for taking this time to determine if licensing the ActionCFO™ process is a good business decision for you. Please complete the form below, to get more information about the licensing process.

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Advisor Availability™
With rare exception, our advisors are available to help you at any time, including short-notice requests for physical meetings. No hourly fees rack up; it's all included in the standard CFO Engagement fee.