Business owners need professional advisors to guide them through the steps for the biggest financial transaction of their lives. The global economic outlook is closely tied to the successful transition of businesses in the next decade. The Felix Group, with its network of international partners, has developed customized education programs and resources to provide you with the knowledge and practical training to quarterback and guide business owners through this collaborative planning process. Whether you are an accountant, lawyer, financial planner, business coach or another business professional, owners are relying on you to engage and keep them accountable to the planning process.
Transition Tsunami
of SMEs are owned by baby boomers
of owners intend to exit their business within 5 years
of an owner’s wealth is tied up in their business
of owners will exit unsuccessfully without adequate help
Ready For Next Advisor Academy
The Felix Group is proud to partner with Ready for Next Advisor (RFN) to develop the RFN Advisor Academy.
The RFN Advisor Mastermind Academy is a practical education program and community that teaches business advisory best practices, practical training on client discovery and value building for businesses. The program provides education, skills, coaching and mentoring for professional advisors to build an owner’s roadmap to transition readiness and the skills and tools to lead the process. The program is built on a structured approach focusing on peer-supported learning and collaboration with the integration of subject matter experts, trained facilitators and practitioners in the value building industry.
Learn more about this program. See if there is an RFN Advisor Academy near you.
Software Solutions
Felix is proud to partner with Australia’s MAUS Business Systems to provide software solutions to business advisors and their clients. MAUS’s advisory platform has helped accountants, financial planners, business brokers, bookkeepers and business coaches establish and grow their advisory practices for over 25 years.
MAUS software offers advisors market-leading solutions to streamline their businesses, add acountability and usable reports to help their clients’ leadership teams develop, implement and monitor projects and key performance indicators. Solutions range from exit and succession planning, virtual CFO, human resources, KPI development to business planning. There are a variety of modules to suit all business advisory needs.