Private Monthly Advisory
One private 45-minute strategic advisory session with Dan each month. The first onboarding session is 90 minutes. Members submit their agenda and current issues in advance.
Membership
A structured membership built around private access, working sessions, measurement and an operating system — with the annual Scottsdale Strategy Summit at its center.
One private 45-minute strategic advisory session with Dan each month. The first onboarding session is 90 minutes. Members submit their agenda and current issues in advance.
Two private group advisory sessions each month. These are working sessions, not webinars — members bring real business challenges, decisions and opportunities to the group.
Structured quarterly reviews of business performance and priorities.
A comprehensive business assessment completed during onboarding, organized around the eleven pillars.
An assessment of the member's current business maturity across Build, Scale and Value.
An individual strategic roadmap created from the Diagnostic and first strategy session.
Each 90-day period focuses on the three initiatives most likely to materially improve the member's business.
Private member resources, frameworks, templates, tools and playbooks.
Stay connected between formal sessions through a private Slack community of Modern Agent members. Ask quick questions, collaborate with other operators, share ideas and stay connected with Dan between scheduled advisory sessions. High access. Clear boundaries. Serious operators only.
Category expertise in cash offers, investor demand, guaranteed-sale concepts, PropTech and alternative seller solutions — helping members evaluate and implement the providers that fit their business. Vendor neutral: no platform is recommended solely because of an existing relationship, and any material outside interest is disclosed.
Direct Access Between Sessions
Members receive access to Dan through scheduled private advisory sessions, Growth Rooms and the private Advisory Slack community, including the ability to ask quick strategic questions between meetings.
Access and boundaries
Slack provides members with ongoing access to the Advisory community and an opportunity to ask Dan quick questions between formal sessions. Dan participates regularly but Slack is not intended to replace scheduled advisory sessions or provide unlimited, on-demand consulting. Complex strategic issues should be addressed during private advisory sessions or Growth Rooms.
Strategic Network Access
Opportunities may arise where a strategic relationship can accelerate growth, solve a business problem or create an opportunity. Dan may selectively facilitate introductions to relevant relationships.
Important
Introductions are selective, based on fit and need, and are not guaranteed as part of membership. Membership does not create an expectation of unrestricted access to Dan's personal network.
Admission
Membership is based on fit rather than simply production volume. Pricing and payment options are shared with accepted applicants.
Membership provides ongoing strategic business advisory. It may include strategic discussion of growth capital, private equity, acquisitions, recapitalizations, enterprise value, exit preparation, strategic buyers and ownership strategy. Membership itself does not constitute investment banking, securities placement, M&A brokerage, capital placement, transaction brokerage or any separately regulated transaction service. If Dan becomes materially involved in executing a strategic transaction, that work is scoped as a separate Strategic Transaction Engagement with its own documentation, compensation and required legal and regulatory review. Membership fees compensate ongoing strategic advisory services only.