What the Advisory provides
The Modern Agent Advisory™ provides business coaching, strategic advisory, operating guidance, educational content, facilitated peer discussion and business planning support.
What it does not provide
The Advisory is not a substitute for professional advice from attorneys, accountants, tax professionals, securities professionals, investment bankers, business valuation professionals, licensed financial advisers, or real estate regulators and brokers where required.
Nothing provided through the Advisory constitutes legal, tax, accounting, securities, investment-banking, valuation or investment advice, and no attorney-client, fiduciary or broker-dealer relationship is created.
Capital and transactions
Discussions of capital strategy, private equity, financing, acquisitions, M&A, recapitalization, enterprise value and exit preparation are strategic and educational only. No membership fee is consideration for arranging a securities transaction.
Results
No specific revenue, income, GCI, transaction, profit, growth, capital, valuation, sale or ROI outcome is guaranteed. Case studies and examples describe individual results and are not a promise of future performance.
Your responsibility
Members must obtain appropriate professional advice for their specific circumstances and remain responsible for their own compliance, licensing and business decisions.